Software moats are downstream of the time and cost to create software.
- Software moats are downstream of the time and cost to create software.
- If a company found PMF with something valuable, then even competitors trying to copy them would take 6 months to successfully copy.
- During that time, the compounding effect of data stickiness would get going.
- By the time the competitors got there, they'd have a significant strategic head start.
- A data compounding effect can get going in 6 months, but not in 6 days.
- "Oh I like that feature from that other product. [Two hours pass] OK, now it's in my thing!"