Cercles
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Defensibility when foundation models commoditise: what's your actual moat?
Data depth, workflow integration, switching costs, brand trust — which of these is genuinely your moat, and how do you stress-test it as model capabilities catch up?
5 replies
Worth separating vendor marketing from actual user evidence here. References in your specific domain matter.
Smaller teams feel this more acutely than larger orgs. Our experience was mixed — approach worked at 12 people but broke at 40.
This resonates. We saw the same dynamics once we changed how we measured outcomes vs. activity.
Defining 'good enough' before starting rather than after the work is done made a real difference for us.
The failure mode I keep seeing: solving the symptoms quickly and never addressing the root.
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