Martin Casado: moats don't matter in fast-growing markets
prasanna_says · x · 2026-10-20
a16z partner Martin Casado argues that when markets are growing quickly, moats don't really matter — leaders won't invest in new spaces and tons of whitespace gets created; when markets slow down, most moats can't save you anyway. His takeaway: don't worry too much about moats. Amplifiers note the best moat is simply moving faster than the market.
Related event: a16z's Casado: Moats Don't Matter When Markets Grow Fast(2 posts)→
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