Marketing School - Digital Marketing and Online Marketing Tips A Moat Is Not A Noun. It's A Verb.
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Oct 15, 2025 In this discussion, the hosts reveal how speed, branding, and switching costs create a competitive edge in today's fast-paced market. They explore the concept of moats as dynamic rather than static, emphasizing execution speed in light of rapidly depreciating insights, especially due to AI. Real-case examples, like Microsoft Teams, highlight the importance of strategic distribution and switching costs. The conversation also touches on how small teams can maintain agility amidst scaling challenges and the careful balance needed between urgency and deliberate processes.
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Moat As Continuous Action
- Gary Tan's idea: a moat is a verb because insights depreciate quickly and competitors catch up.
- Continuous execution and speed compound advantage, not a single past insight.
Execution Beats One-Time Insights
- Even dominant firms like NVIDIA must keep innovating because rivals erode advantages.
- The real edge is repeatedly generating new insights and executing faster than competitors.
Make Speed A Defensible Asset
- Move very quickly and build systems that let you push ideas faster than rivals.
- Treat speed as a defensible asset and design teams and processes to preserve it.
