Marketing School | Digital Marketing | Online Marketing

A Moat Is Not A Noun. It's A Verb.

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Synopsis

In this episode, Neil and Eric unpack how speed, brand, and switching costs form modern startup moats in an era where insights depreciate fast. Drawing from Garry Tan’s “moat is a verb” concept and real-world case studies, they explain how execution speed compounds advantage, why AI shifts moat dynamics, and how founders can turn speed into durable defensibility through process power, brand, and network effects. Key takeaways • Speed is a moat when insights fade fast • Brand and switching costs still compound • Execution speed amplifies defensibility TIMESTAMPS (00:00) Moats explained and Buffett context (01:50) Depreciating insights in AI (04:55) Brand moat debate and switching costs (07:20) Microsoft Teams case study (16:56) Global expansion lessons and wrap