ilya
@ilyat
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“momentum is the moat”
i used to be a big believer in the “artisan product” mindset. build intentionally. go deep. really understand why people use something. everything centred around one question: is the product retentive? do people come back? are there network effects? the classic moat theory.
then ai hit. and that mental model cracked. because everything’s moving too fast. models evolve weekly. you can spend three months perfecting a thoughtful, nuanced feature — and then openai ships something new and suddenly your whole product is obsolete.
at some point, you realise: it can’t be about slow craftsmanship anymore. it can’t be about waiting for perfect product-market fit. it has to be about speed.
the only ones surviving this moment are the ones who know how to build while falling. it’s like assembling a plane mid-air with no parachute, and somehow enjoying it. the people who want to build through that chaos are the ones who are winning right now.
and it’s not just product speed. it’s everything: distribution, marketing, positioning. ai still feels magical to most people. there’s novelty. curiosity. so if you move fast enough, and time it right, even a small wave can hit big.
that’s why i believe momentum is the moat. not the tech. not defensibility. not even retention — not yet. just motion. are you moving fast enough to stay in the game?
eventually, retention starts to matter again. we’ll come back to daily habits and long-term love. but we’re not there yet. right now, we’re still in phase one. and in phase one, momentum is the moat. 1 reply
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