
Speed Isn’t the Moat
By Mark Cohen
By now even the skeptics reluctantly accept that it's indisputable that vibecoding / AI-assisted coding makes it much faster to ship software. But it's equally true that the speed does not make the value last. I'd argue it makes it easier to chase the wrong goal because "it's so easy to progress"
I've watched a team put a new feature into production in under a week, and the demo looked great. Months later that feature is still being used, but not because of how fast it shipped. It's stood the test of time because the data behind it was clean and the workflow sits inside a tool people already open every day.
Speed got the feature built. Understanding the customer, their data and workflow are what kept it in use.
If you are moving fast right now, ask one question before you call it a win: what is hard to copy in what you just built? That is your moat. Everything else is a demo.