Mustafa Najoom

Co-Founder |

[Mustafa Najoom @MustafaNajoom]

Join us at TradingTech Summit. If you're attending and would like to meet up, send us a DM.

#networking #tradingtechsummit

[Mustafa Najoom @MustafaNajoom]

@jaredsuniverse true

[Mustafa Najoom @MustafaNajoom]

Distribution = Moat
Attention = Distribution
Therefore: Attention = Moat

Been true for a while. Market is just catching up.

[Xiaoyin Qu @quxiaoyin]

AI-native CEOs are more Kardashian than Larry Page. When your product has no moat, your personal brand better be tabloid-worthy.

[Mustafa Najoom @MustafaNajoom]

AI cost < one week of a freelancer.
Output = 20 extra hrs of research + analysis every week.

Most founders are doing the wrong math.

[Sam Woods @samwoods]

I asked an ecommerce founder last week what would change about his business if his team had an extra 20 hours a week of research and analysis capacity.

He described a completely different company. The decisions would be better, the launches would be faster, and the positioning would be tighter.

Then I showed him that the AI setup to get those 20 hours costs less than one freelancer for one week. He'd been thinking about AI as a line item when the better way to think about it is as a capacity multiplier on the team he already has.

[Mustafa Najoom @MustafaNajoom]

@samwoods Team capacity × AI = A different company

Most people are still pricing it like software, not compounding it like leverage.

[Mustafa Najoom @MustafaNajoom]

@APompliano Smarter at specific tasks inside defined contexts, yes. But they still need a human to decide what problem is worth solving in the first place. That gap is closing though, and you're right that most people haven't sat with what that actually means.

[Mustafa Najoom @MustafaNajoom]

@plainionist The compiler as the world's most patient code reviewer that never gets tired of explaining why your memory management is wrong. Actually makes sense.

[Mustafa Najoom @MustafaNajoom]

@FedericoNoemie The 1 or 8 rule is funny but it holds. Two founders sounds balanced until someone has to make the call at 2am and both of you are equally right about opposite things

[Mustafa Najoom @MustafaNajoom]

@geoffreywoo If Claude can navigate any UI without an API, your competitor is just as exposed as you are. The founders who win will be the ones who build on top of that capability before they get replaced by it. Distribution, trust, and proprietary data are still moats, not UI complexity.

[Mustafa Najoom @MustafaNajoom]

@CasJam Two steps before you even pick a problem:

1⃣Spend a week just breaking things and asking dumb questions, you need to know what's possible before you can see which problems are worth solving.
2⃣Then find the real problem. The project teaches you everything after that.

[Mustafa Najoom @MustafaNajoom]

Distribution ate the product.

The taxi wasn't bad because of the car, it was bad because of everything around the car. Uber fixed the wrapper not the ride.

[MATT GRAY @matt_gray_]

Uber didn't invent taxis. They made the shitty taxi service obsolete.

If your offer is "slightly better," you'll only stay slightly relevant.
(until you’re not)

[Mustafa Najoom @MustafaNajoom]

@asaio87 The "too dangerous to release" line has become the best marketing in tech. Ship it anyway, call it controlled access, watch the waitlist grow.

[Mustafa Najoom @MustafaNajoom]

@kylegawley Fair shot. Though 'too dangerous for the public' and 'accidentally leaked our own code' being in the same announcement does require some mental gymnastics to sit with.

[Mustafa Najoom @MustafaNajoom]

@Lukealexxander The people who started in January don't just know more tools, they've built intuition for what works and what doesn't. That compounds in a way you can't close by watching a YouTube tutorial in month 7.

[Mustafa Najoom @MustafaNajoom]

@businessbarista Nothing says 'we're serious about AI' like forming a committee to decide who owns the committee😅.

[Mustafa Najoom @MustafaNajoom]

@TheGeorgePu Feels less like exclusion and more like controlled rollout. With something this powerful, limiting access early is about safety and iteration, not just privilege. But yeah, let's see whether access broadens or stays concentrated, that’s what will define the impact.

[Mustafa Najoom @MustafaNajoom]

@trikcode Wild. This isn’t just speed anymore, it’s catching what humans missed for decades.

[Mustafa Najoom @MustafaNajoom]

@ALEngineered The asymmetry is the real problem. Offense only needs to be right once. Defense needs to be right every time. And most of the people who need protection aren't in the coalition.

[Mustafa Najoom @MustafaNajoom]

@toddsaunders Stage 5 is the funniest part because their family thinks something is wrong with them.

[Mustafa Najoom @MustafaNajoom]

@tomfgoodwin The market fragmented faster than anyone expected. Different tools for different workflows now, not one default anymore.

[Mustafa Najoom @MustafaNajoom]

@DanielMiessler A model chaining vulns it was never trained for isn't a cyber story. It's a general capability story.