Your Context Is the New Moat: Here's Why
Jack Dorsey says there is no moat anymore. Yet, Palantir is up 668% in five years, Instinct is valued at $10 billion, and Emergent hit $100 million in annualized revenue in eight months. Both can’t be true unless the moat moved.
My bet: it moved to context. The software that wins from here will behave less like a tool and more like a consultant who knows your business deeply: one that tells you what to do, and then does much of it for you.
Is there still a moat?
The cost of building software is collapsing, and agents can now do real work, so everyone is asking. Jack Dorsey (co-founder of Twitter and Square) says there is none; others say distribution is the moat, and Karri Saarinen (Linear CEO) argues that individual taste will always create moats.
https://x.com/0xfJuan/status/2114428025907433707
https://x.com/karrisaarinen/status/2114235428845047900
What the winners have in common.
None of them won on...
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