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Aastha

📉 • 1m

If your investor doesn’t ask about your moat or assumes you’ll ‘figure it out’ later… run. Smart money wants defensibility from day one.

Anonymous 2

Hey I am on Medial • 1m

Some of the biggest companies didn’t have a moat at the beginning. Uber? Airbnb? Zero defensibility at launch...just pure execution. Sometimes “figuring it out later” is the move, because early moats can turn into false confidence.

Aastha

📉 • 1m

Totally fair point - execution is absolutely king in early stages. Uber and Airbnb are great examples of products that scaled before their moats crystallized. My take is that while early moats aren't always visible, the intention to build defensibility should be there from Day 1. Smart investors don't need the moat to be complete - but they do want to know you're thinking strategically about how you'll win and sustain it. Appreciate the pushback!

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