thanks! the execution velocity angle should be louder. it's the founders shipping products in weeks instead of months who are actually building defensibility. we see this reflected across investor thesis shifts every month.
This is one of the most important distinctions in AI strategy right now. Most companies are obsessing over visible AI features because they’re easier to market.
But the longer lasting advantages often come from the unseen capability improvements like faster decisions, less friction, better knowledge flow, stronger execution, and increased organizational capacity. Customers may never explicitly see it, but they absolutely feel it.
thanks! the execution velocity angle should be louder. it's the founders shipping products in weeks instead of months who are actually building defensibility. we see this reflected across investor thesis shifts every month.
I would say it’s some mix of speed + effectiveness.
Speed alone without focus or direction just makes you wrong faster.
And if you’re not learning from each experience, that zeroes out any advantage.
This is one of the most important distinctions in AI strategy right now. Most companies are obsessing over visible AI features because they’re easier to market.
But the longer lasting advantages often come from the unseen capability improvements like faster decisions, less friction, better knowledge flow, stronger execution, and increased organizational capacity. Customers may never explicitly see it, but they absolutely feel it.