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Jason Cohen Blog
When customers buy your competitor's product… and then buy yours
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18 September
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3 September
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open sourceAnthropicOpenAIChina
Their words
in this whole USA vs China thing OpenAI and Anthropic aren't relevant because they're positioned differently them building better models doesn't hurt china at all the competitor has to be - american - open source - enough compute to do inference at scale that can shift things
7 August
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Their words
But the the real theme of the talk is that rate of iteration separates success from failure. And if you can get a fast iteration loop, that really overcomes many other things you're going to run into. And this effect is so severe. I mean, if you can learn one thing every week and there's a competitor that's learning a thing every month, they will they will never matter.
27 May
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Their words
If you add that up, you think, "Oh, we shipped a thousand features. Now that adds it to a good product." It actually adds it to a horrible product.
13 May
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korrents.com
It is a bad strategy to bet your development platform on technology licensed from a competitor.Their words
And so, we kind of realized at that point, too, that maybe it's not a great strategy to to place your your development platform bet on on technology that's licensed from a competitor.
3 April
From one piece The Increasing Risk of Building in Public 2 beliefs, in the piece's order there
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korrents.com
Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor.Their words
No agentic coding tool is going to replicate that for your competitor.
The Increasing Risk of Building in Publicthebootstrappedfounder.com
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Their words
the likelihood of inspiring someone to build a competitor was too high, and the return on sharing was too low to justify the exposure. That threshold has effectively collapsed to zero.
The Increasing Risk of Building in Publicthebootstrappedfounder.com
12 November 2025
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Their words
the thing that is the biggest competitor for any new accelerator is kind of even the previous generation of Nvidia right I mean in a fleet what I'm going to look at is the overall TCO
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