Another great thought piece (perhaps this Substack should be rebranded 'Never Boring'!) Is instinct's counter positioning that we can (potentially) trust it vs a FB owned Muse ? FB has burned through its deposits in the trust bank long ago in my opinion and for me at least trust really matters for a product like this. If Instinct can earn our trust in a similar way to how Apple shifted and started to emphasise privacy some years ago for example, then I for one would be opting for the Instinct app. In the meantime let's hope it's is not destined to be the new Snap aka chief product designer for FB.
Love a great counter-positioning takedown. It was a good use of your back catalogue and of the Acquired Cinematic Universe, but I was looking for some new ones!
Hi Packy, building a tool for newsletter creators right now, to make finding advertisers easy. Could be interesting for you. You can check it out here: https://getemil.ai/
Counter-positioning is less a moat than an option with an expiry date. It buys time by turning the incumbent’s strength into hesitation, but it cannot stop an unencumbered entrant. The strategic question is simple: what permanent asset is that borrowed time purchasing?
Great timing — I was spending a lot of time last week thinking about this for hardware development, and small-scale (read: basement) R&D. If an innovation can be demonstrated on a basement bench, and it’s adjacent enough to a big player’s process, where’s the moat that would let that basement startup even get started with production? Still no definitive answer, but I haven’t read “7 Powers” yet. :)
As a thought experiment how would instinct counter position itself against meta now? Or as you say in your article, counter positioning only applies at the inception of an idea to buy yourself time?
Another great thought piece (perhaps this Substack should be rebranded 'Never Boring'!) Is instinct's counter positioning that we can (potentially) trust it vs a FB owned Muse ? FB has burned through its deposits in the trust bank long ago in my opinion and for me at least trust really matters for a product like this. If Instinct can earn our trust in a similar way to how Apple shifted and started to emphasise privacy some years ago for example, then I for one would be opting for the Instinct app. In the meantime let's hope it's is not destined to be the new Snap aka chief product designer for FB.
Love a great counter-positioning takedown. It was a good use of your back catalogue and of the Acquired Cinematic Universe, but I was looking for some new ones!
Hi Packy, building a tool for newsletter creators right now, to make finding advertisers easy. Could be interesting for you. You can check it out here: https://getemil.ai/
Counter-positioning is less a moat than an option with an expiry date. It buys time by turning the incumbent’s strength into hesitation, but it cannot stop an unencumbered entrant. The strategic question is simple: what permanent asset is that borrowed time purchasing?
Great timing — I was spending a lot of time last week thinking about this for hardware development, and small-scale (read: basement) R&D. If an innovation can be demonstrated on a basement bench, and it’s adjacent enough to a big player’s process, where’s the moat that would let that basement startup even get started with production? Still no definitive answer, but I haven’t read “7 Powers” yet. :)
As a thought experiment how would instinct counter position itself against meta now? Or as you say in your article, counter positioning only applies at the inception of an idea to buy yourself time?
I think it should be part of idea selection, although no matter what happens at this point it’s been positive ev for Instinct founders