Defensibility & Competition - by Elad Gil - Elad Blog

Are early SaaS or AI companies ever defensible early? What is the basis for competition for a startup?

Defensibility & Competition Are early SaaS or AI companies ever defensible early? What is the basis for competition for a startup? Elad Gil Feb 16, 2023 144 4 Share There is a lot of discussion of whether building “a mere wrapper on top of GPT” is defensible. In this post I argue most SaaS software starts off default non-defensible (hence all the HackerNews posts & Reddit threads saying as much), and tend to build a moat over time. In parallel this post delves into different forms of moats as well as competition more generally. Most early stage startups are not very defensible Many tech startu

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