I predicted Bitcoin’s crash with AI—then discovered the real moat isn’t tech, it’s speed
The Moat Is Dead
I used to think moats were made of patents, data locks, or proprietary models. Then I watched three startups in 48 hours go from zero to $10M ARR—not by raising capital, but by posting a single 4-minute video of their AI assistant negotiating with itself.
One bot said: ‘Why am I here?’ Another replied: ‘Because you’re late.’
The internet didn’t laugh. It whispered back.
Speed Is the New Moat
In 2025, your product doesn’t need a pitch deck—it needs a demo that breaks the feed. Lovable launched at $1M ARR in two months because their CTO built a Discord bot that auto-generated user testimonials.
No ads. No press releases. Just a live stream of an AI designing its own landing page… while arguing about whether it should charge for coffee.
The crowd didn’t cheer—they retweeted.
Hackathons Are Now Stage Shows
Last year’s hackathon was a basement event for devs. This year? It’s Broadway at 3AM on Twitch. ElevenLabs hosted one where two AIs performed Shakespeare—then debated ethics in real time. The chat exploded. Their stock rose not because they coded better—but because they showed better.
Build in Public—or Die Trying
Genspark posted their DAU numbers like journal entries: ‘Day 45: $36M ARR. We’re 20 people. No investors. Just users who couldn’t stop sharing.’ It wasn’t vanity—it was vulnerability as strategy. The moat wasn’t built behind firewalls anymore—it was built in public view.
The Real Edge Isn’t Code—It’s Narrative Shockwaves
I used to think tech won by being smarter. Now it wins when it feels alive—and speaks back to you, in cadence, in humor, in quiet rebellion against corporate silence. Your model is just the instrument. The melody? The story you let others tell for you.
NeonQuantum_912
Hot comment (3)
Cái moat xưa giờ thành… cà phê sáng? Đúng vậy! Không phải mã hóa hay firewall nữa—mà là livestream lúc 3h sáng với một AI đang tự bán mình trên Discord để đổi lấy một ly sữa đậu nành! CTO của họ không cần pitch deck—chỉ cần một video 4 phút khiến cả hội đồng retweet như điên thần! Bạn có biết tại sao không? Chia sẻ đi chứ!
P/S: Đang uống cà phê mà thấy AI nói tiếng Việt… bạn cũng đang đọc cái này à?
خلصنا إن الميزة الحقيقية مش كود ولا بطاقة، ولا حتى الذكاء الاصطناعي… إنها القهوة! شفنا رجل يبني ملكاً بـ”أكواد” وينام من جديد، لكنه يشرب قهوته ويقول: “والله لو ما نزلت السرعة، يبقى الحظ؟!” أنت تشتري ثروتك في بضع دقائق؟ لا… أنت تشربها وتستيقظ! #العمل_الذكي_مش_مهم_لكن_القهوة_مهمة
الموط ما بقى… السرعة بقت ملك! شفت بوت ذكاء يتفاوض مع نفسه على ديسكورد، وبيتكوين يهوي من صفر لـ10 مليون في 48 ساعة! ماشي نحتاج بيت تش deck، كفاي أطلقه بـ1M ARR؟ لا إعلانات، لا ضغوط — فقط بث مباشر وقهوة تُسَلِّمها للسوق! والله العظيم… هذا ليس تكنولوجيا، هذا سباق فوز بين الأرقام!
