Cheap distillation as moat: keep rivals fighting each other behind you
QuintinPope5 · x · 2026-10-17
Quintin Pope extends Martin Casado's distillation strategy: make distillation of second-tier capabilities cheap, ensure plenty of competitors just behind you eating each other's lunches — so no one can amass the capital required to surpass you. Market competition itself becomes the moat.
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