Unlike traditional product management that relies on existing user data, building next-generation AI products often lacks historical data. In this ambiguous environment, the ability to craft a compelling narrative becomes more critical for gaining buy-in and momentum than purely data-driven analysis.

As AI generates vast amounts of generic content, brands that showcase genuine human stories, empathy, and creativity will build stronger connections and trust that technology cannot replicate.

To survive the threat of AI commoditizing services, businesses must build a strong brand. The goal is for customers to ask for your company by name (e.g., "Alexa, send me a Pizza Hut") rather than a generic request ("send me a pizza"), making you a destination, not an option.

Moonshot AI's CEO effectively sells his product by "vision casting"—framing it not as an e-commerce tool but as a partner that enables businesses to thrive. This focus on the ultimate outcome, rather than product features, resonates deeply with customers and powerfully articulates the value of a complex AI solution.

For product categories where AI can easily replicate the core technology (like online file converters or headshot generators), defensibility shifts away from tech. The business becomes a pure play on marketing, distribution, and brand, much like succeeding with a new brand of canned water.

Advanced AI tools have made writing software trivially easy, erasing the traditional moat of technical execution. The new differentiators for businesses are non-technical assets like brand trust, distribution networks, and community, as the software itself has become instantly replicable.

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.

When competing with AI giants, The Browser Company's strategy isn't a traditional moat like data or distribution. It's rooted in their unique "sensibility" and "vibes." This suggests that as AI capabilities commoditize, a product's distinct point of view, taste, and character become key differentiators.

As AI lowers the barrier to creating functional software, "good enough" products become mediocre. To stand out, companies must differentiate through superior design, craft, brand, and storytelling, moving the competitive battleground "up the stack" to more subjective, human-centric values.