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

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

𝗔𝗕𝗢𝗨𝗧 𝗧𝗛𝗘 𝗖𝗛𝗔𝗡𝗡𝗘𝗟

Welcome to Marketing School, one of the top business podcasts with over 61 million downloads. Each episode delivers actionable marketing tips and strategies from two entrepreneurs who truly practice what they preach. The show is hosted by Eric Siu, founder of Leveling Up and Single Grain, and Neil Patel, co-founder of Neil Patel Digital and recognized by Forbes as a Top 10 Marketer.

LEARN MORE ABOUT THE HOSTS

Eric Siu – Leveling Up: https://www.youtube.com/@LevelingUpOfficial Neil Patel: https://www.youtube.com/@neilpatel

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