One of my favorite Twitter memories is tossing out @SirPatStew's name when we were picking who'd ring the IPO bell.
He showed what the product could be: clever, kind, and genuinely engaging.
A few principles I’ve come to believe about competition:
1) You’re more likely to win or lose because of your own company’s actions than those of your competition. This is particularly true of startups but I’ve found surprisingly true at scale as well.
2) Being copied isn’t always inspiring. But it usually means you’re leading. Don’t waste energy looking over your shoulder. Lead, don’t follow.
3) There’s more to learn from customers than competitors. Consumer markets are hard, but they’re honest. Sales, engagement, and retention are the only scoreboard that matters.
4) There’s a difference between obsessing over competitors and harnessing a deeply competitive spirit. The former distracts you from your true intuition. The latter gives you the extra motivation to do your best work.
5) Creating a market is valuable. Continuing to lead after others copy you is even more valuable. You’re innovative and durable.
6) Remember big, growing markets attract competition. Competition validates the opportunity.
Now go win.
NEW: You may not know Jacob Andreou, but Satya Nadella has handed the 33-year-old the keys to Microsoft’s AI future.
This is my deep dive into his rapid rise to head Copilot and the high-stakes bet to retake the AI lead from competitors.
Giving AIs "lifelike" voices shows a desperate lack of imagination. I want a studiously inhuman chip voice. I want a voice like wind. I want words made of birdsong, that trick my auditory cortex and read as human speech. Anything but quotidian human speech.