a16z's Casado: Moats Don't Matter When Markets Grow Fast

a16z partner Martin Casado argues that moats matter little during rapid market growth, when leaders lack incentive to invest in new areas and white space abounds, and that most moats won't save you when growth slows.

2026-10-19 ~ 2026-10-20 · 2 related posts

• Martin Casado: moats don't matter in fast-growing markets—and won't save you when it slows — prateekj · 2026-10-19
• Martin Casado: moats don't matter in fast-growing markets — prasanna_says · 2026-10-20