121–130 of 239 posts
Big companies are not your worry in most cases. They have so much bureaucracy and internal politics that it's often cheaper for them to buy out the up-and-coming startups than it is to build in-house. Instead, if you achieve success without much of a moat, you will be cloned by one of the "App Store mills". These are companies who employ multiple small teams (think 3-4 people), and each team is charged with cloning o…
Sometimes, software that 2 devs make in a year, takes same 2 years for 5 teams of 10.
Earlier quoted context omitted.
> That's a cynical take One that you apparently agree with, given the rest of your comment. > you need to pivot until you actually create a solution to a problem that people will pay for. In other words: You don’t care about the problem, you care about the profit from selling a solution. If a startup is “created to solve a problem” and then pivots to solve a different problem because the first one wasn’t profitable,…
Of course profit is a priority how else are you going to pay the bills/employees etc?
Using profit to pay for those things is what we call gambling.
It’s still hard to create something successful. Remember that Mark Zuckerberg has had “AGI” for over a decade in the form of tens of thousands of human software engineers and Facebook still has barely been able to create a new successful product on their own without acquiring it from a smaller company.
What moat are you referring to? AFAICT, moats are bigger now than ever before, but the moats I see are centered around things like consumer habits and B2B contracts and hub/platform experiences. People tend to like the software they know & have, or the contractors they know already, even when they complain about it. The need to overcome static friction is a moat, one that makes it harder for startups to get in, but easier to stay once you’re in.
Big companies are slow. It seems like it would be easy for them to copy products, but they rarely do, and even when they try they take forever. Worry about yourself first, whether you can deliver, whether your product is superior, whether you can get customers, whether your business is sustainable, etc.. Worry about other startups second. They can copy faster than big companies. Do you have an edge over other startups? Don’t worry about the big companies. If they aren’t already solving the problem you want to solve, they won’t start until after you’re successful.
Note acquisitions are a thing! Big companies that want to copy your product are aware that the fastest way to do that is to acquire a working solution and a pile of new customers. You should be thinking about big companies more as opportunity than competition.
Little moat, but also little thresholds. The only way to not win 100% is not to play.
Earlier quoted context omitted.
Don’t worry big companies still can’t copy anything quickly, even with AI. Why? Because before they can ship a single feature, they’ll need to schedule 42 alignment meetings, debate AI-generated slide decks, and log their “strategic pivots” into an AI-curated Jira board. The real moat isn’t just code it’s speed, focus, user trust, and the ability to actually ship. Those are things bloated orgs struggle with, with or…
The real moat is not being forced to use Jira then.
It’s still hard to create something successful. Remember that Mark Zuckerberg has had “AGI” for over a decade in the form of tens of thousands of human software engineers and Facebook still has barely been able to create a new successful product on their own without acquiring it from a smaller company.
As much as Facebook was a silly and poorly coded site at the time, Zuck seemed to do better in like 2007 when it was pretty small. I wonder if increasing the capabilities of somebody who still has ideas left and isn’t burdened by a bloated organization is the real benefit here.
A lot of his later ventures have been trying to break into markets that are already crowded by more established players, and that's just a lot harder to execute on.