Why Distribution Is Becoming the New Moat
The Long Game · Ep. 214
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Distribution is becoming more valuable than software development.
14:22→ jump there
Vertical products can still build strong workflow moats.
48:07→ jump there
AI will dramatically increase software supply.
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The Long Game · Ep. 214
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The gist
Building software got cheap. Getting attention didn't.
The supply of software is about to increase by an order of magnitude.
Distribution compounds faster than product quality ever did.
Workflow depth is the one moat that survives cheap building.
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this oneIdea 01
22:40→
AI makes building easier, which makes distribution more important.
Idea 02
51:08→
Products built around proprietary workflows remain harder to replace.
Idea 03
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The cost of experimentation is approaching zero.
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