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3min chapter
Consumer Investing in 2022 (with Brian O'Malley of Forerunner Ventures)
ACQ2 by Acquired
Are You a First-Mover?
The time for 10 brands to come copy you if you do something innovative and don't own your own supply chain has shrunk dramatically. So we're looking at moats Sometimes there's a technical moat, but frequently you know technology can be recreated because open-source tools are getting that much better. And very rarely is the winner the first mover often they can ride on the coattails and do something different and more sustainable to the end and user. The question is just whether those copies resonate with consumers in the same way.
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