ESSAY · LinkedIn · 6 MIN READ
First Movers Don’t Win In Software. Last Movers Do.
In software, first is rarely best. The winners are the ones who wait for the fog to clear, then move decisively when the category is legible.

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In software, first is rarely best. The winners are the ones who wait for the fog to clear, then move decisively when the category is legible.

Foundation models can swallow generic work, but they cannot own every niche. Startups win by being specific, trusted, and hard to copy.

Platforms still matter, but the monopoly on workflow is fading. Enterprises are drifting toward smaller, sharper tools that fit the work.

AI does not just make markets bigger; it compresses the margins that once protected incumbents.
