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Speed Is the Only Moat

October 22, 2024
Ahmad Mohamed Yoosuf
Product
6 min read

I built MARSAD in a few weeks. Solo. Not because I'm exceptional, but because I had to. In the time it would take to write a requirements document, the entire competitive landscape can shift. Speed isn't just an advantage. It's the only sustainable one.

The Half-Life of Features

Every feature you build can be replicated. With AI, that replication time has dropped from months to days. Sometimes hours. That innovative OCR preprocessing pipeline that took you weeks to perfect? Someone can describe it to Claude and get 80% of the way there before lunch.

This sounds depressing. It's actually liberating.

The Speed Paradox

If everything can be copied, nothing can be defended. So why build anything? Because by the time they copy what you built, you've already built the next thing. And the next. And the next.

Speed compounds in ways that features don't:

  • Features can be copied. Momentum cannot.
  • Code can be replicated. Customer relationships cannot.
  • Products can be cloned. Market timing cannot.

What Speed Actually Means

Speed isn't about typing faster or working longer hours. It's about:

1. Decision Velocity

The fastest code is the code you don't write. The fastest meeting is the meeting you don't have. The fastest feature is the one you decide not to build. Speed is mostly about what you don't do.

2. Deployment Courage

Perfect is the enemy of shipped. But "move fast and break things" is lazy thinking. The real skill is knowing what can break (and be fixed) versus what must work. Deploy fearlessly where you can. Be paranoid where you must.

3. Learning Loops

Speed without direction is just chaos. The goal isn't to build fast. It's to learn fast. Every deployment should answer a question. Every feature should test a hypothesis. Speed is valuable only if it accelerates learning.

The MARSAD Lesson

When I built MARSAD, I had every reason to go slow. Complex requirements. Multiple stakeholders. International collaboration. Instead, I shipped a working version in weeks.

Why? Because a working prototype answers questions that a thousand meetings cannot. Because real users give feedback that no committee can predict. Because done is better than perfect when perfect means never.

The Uncomfortable Truth About Moats

Traditional moats are dying:

  • Technical complexity? AI can understand and replicate it.
  • Capital requirements? Cloud infrastructure democratized that.
  • Network effects? Still powerful, but increasingly winner-take-all.
  • Regulatory barriers? Helpful, but not if you want to innovate.

What's left? Speed. The ability to identify opportunities, execute solutions, and iterate based on feedback faster than anyone else.

Speed as a Practice

Speed isn't a personality trait. It's a practice. Here's what I've learned:

1. Constraint Is Freedom

Unlimited time leads to unlimited scope. When I gave myself weeks to build MARSAD, I had to focus on what mattered. Constraints force clarity.

2. Boring Is Beautiful

Use boring technology. Choose proven patterns. Save your innovation budget for where it matters. Speed comes from not reinventing wheels.

3. Ship to Think

You can't think your way to clarity. You have to ship your way there. The fastest path to a good product is through a bad product that exists.

The Speed Trap

There's a difference between moving fast and rushing. Rushing is panic-driven. Speed is intention-driven. Rushing cuts corners. Speed cuts scope.

The goal isn't to be fastest at everything. It's to be fastest at what matters. And what matters changes. Speed includes the ability to change direction quickly when you learn what actually matters.

Why This Matters Now

AI isn't just changing how we build. It's changing how fast others can copy what we build. In this new world, sustainable advantage doesn't come from what you've built. It comes from how fast you can build the next thing.

The companies that will thrive aren't the ones with the best features. They're the ones with the fastest learning loops. The ones that can go from idea to user feedback while their competitors are still in planning meetings.

Speed is the only moat because it's the only advantage that gets stronger when others try to copy it. The more they focus on copying what you did, the less they focus on what you're doing next.

And by the time they catch up, you're already somewhere else.