9 articles tagged Competitive Strategy

Energy, chips, systems, models, applications. Every layer matters. Only one pays compounding returns. A framework for picking yours.

Every useful agent becomes a power user of the SaaS underneath it. Install base explodes, API calls multiply, workflow gets more essential, not less.

The best AI growth teams deliberately sacrifice short-term metrics. Restraint on pricing, error handling, and safety compounds into retention and trust.

Enterprise software encodes decades of domain knowledge across every architectural layer. Vibe coding can't shortcut what took thousands of people 25 years to accumulate.

Growth teams trained in linear markets spend 70% on small experiments. In exponential markets, that allocation captures a rounding error.

AI won't kill all SaaS. It will kill hollow SaaS. The distinction between workflow-embedded platforms and CRUD apps will determine who survives.

For decades, companies like CoreLogic built massive moats by accumulating proprietary structured property data. Visual intelligence just evaporated that advantage.

4 engineers, 10 days, a new product line. AI coding agents collapsed build economics. If code is a commodity, your moat is data, integrations, and trust.

AI commoditises execution. The scarce resource is knowing what to build, for whom, and when to stop. That's taste, and it's the career bet worth making.