The best protection against competitor x is to do things that are contrary to their DNA.
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E.g. you're safe from Google if you work on things that depend on taste, rather than being decidable by looking at numbers.
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Taste is very difficult to scale. Also others qualities like speed and ethic are difficult to preserve at scale. You can always compete with giants with those.
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How do you think about defining what's in a competitor's DNA?
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Assuming taste isn’t quantifiable...
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Ohh, burn! What should a would-be ARM competitor do?
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Be expensive?
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Counter positon yourself
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Conscientiousness + Taste are powerful asymmetries. For the patient.
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another way of saying define your brand and emergent culture from day 1?
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