Martin Casado: moats don't matter in fast-growing markets—and won't save you when it slows
prateekj · x · 2026-10-19
a16z partner Martin Casado argues that in fast-growing markets moats don't really matter, leaders needn't rush into new spaces, and tons of whitespace gets created anyway; when markets slow, most moats can't save you. His takeaway: don't obsess over moats.
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