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Drawing from retail, 'ubiquity is the opposite of cool.' As a tech product becomes widespread, it risks losing its challenger brand status. To stay relevant, companies like Figma must remain deeply committed to their core community—in their case, designers.
When a physical product has low technical barriers to entry and can be easily copied, the only sustainable competitive advantage is a strong brand. Founders must focus on building a community and identity that competitors cannot replicate.
Making a product more accessible may boost short-term popularity and revenue. However, this often involves changing the very qualities that the most dedicated fans love, leading to long-term decline as the passionate, loyal base erodes.
Building a strong brand requires more than defining what you stand for; it requires clarifying what you stand against. This creates a sharp identity that resonates deeply with a core audience, even if it alienates others. Trying to be a brand for everybody results in a brand for nobody.
Gymshark's CMO explains their strategy is to be hyper-focused on their core gym audience, even if it alienates others. Quoting an article, he says the world needs more brands "willing to have enemies." This mindset prevents brand dilution and strengthens their identity by not trying to be everything to everyone.
Maintaining a brand's core positioning over decades requires evolving tactics. As cultural meanings shift, what once communicated "cool" or "sporty" can become outdated. Brands must adapt their execution to stay consistent with their original promise.
In a market saturated with "we're for everyone" messaging, brands must adopt a more exclusive and provocative stance to stand out. True brand love requires polarity; if nobody dislikes your brand, it's unlikely anyone truly loves it.
Software aesthetics and even apps themselves are transient and will eventually become obsolete. Chesky argues the only truly lasting asset a tech company can build is its community. The brand, principles, and what the collective stands for will outlive any specific product iteration.
As AI commoditizes basic functionality, 'good enough' is no longer sufficient and will be considered mediocre. Sustainable advantage will come from the top of the stack: superior design, craft, brand, point of view, and storytelling.
Apple removed its iconic Mac startup video likely because it's inefficient for mass enterprise rollouts. This illustrates a key trade-off: designing for a universal audience often means sacrificing memorable, niche experiences that don't scale, creating an opportunity for smaller players.
While modern algorithms allow for growth without a niche, a specific focus is non-negotiable for three key outcomes: building a recognizable brand, creating a viable business, and cultivating loyal 'superfans' who engage deeply and consistently. General growth does not equal a sustainable enterprise.