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.
As AI makes it easy to generate 'good enough' software, a functional product is no longer a moat. The new advantage is creating an experience so delightful that users prefer it over a custom-built alternative. This makes design the primary driver of value, setting premium software apart from the infinitely generated.
As buyers increasingly use AI as a research partner, the uniquely human aspects of a brand—trust, relationship, and service—become the most critical competitive advantage. When AI can compare features and pricing, the human experience is what will ultimately sway the decision.
Figma CEO Dylan Field argues that while AI can quickly generate "good enough" results, this baseline is no longer sufficient. As AI floods the market with generic software and designs, true differentiation will come from human-led craft, taste, and pushing beyond the initial AI output.
As AI makes software creation faster and cheaper, the market will flood with products. In this environment of abundance, a strong brand, point of view, taste, and high-quality design become the most critical factors for a product to stand out and win customers.
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.
With AI tools like Gemini 3.0 democratizing execution, the ability to generate unique, scroll-stopping ideas and provide strong design references becomes the key differentiator. Good taste and a clear vision now matter more than the technical ability to implement a design from scratch.
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 makes it incredibly easy to build products, the market will be flooded with options. The critical, differentiating skill will no longer be technical execution but human judgment: deciding *what* should exist, which features matter, and the right distribution strategy. Synthesizing these elements is where future value lies.
The era of winning with merely functional software is over. As technology, especially AI, makes baseline functionality easier to build, the key differentiator becomes design excellence and superior craft. Mediocre, 'good enough' products will lose to those that are exceptionally well-designed.
With AI empowering anyone to be a '7/10 designer,' professionals must add value at the extremes. They should move 'down the stack' to perfect design systems that elevate everyone's baseline, and 'up the stack' to craft exceptional, rule-breaking experiences for critical user journeys that AI cannot replicate.