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Defensibility and Competition (eladgil.com)
20 points by moonraker on Feb 19, 2023 | hide | past | favorite | 1 comment


Typically, in new markets and product categories, you should not consider early complimentary products as competitors, but rather as partners. During these early days, all participants are still trying to validate the product value proposition. It’s only after this value proposition has been validated and an initial market has been established that you should then start treating these other products as competing products.I think this mental model applies to the emerging generative AI markets




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