Harry Stebbings on Instinct Building Moats Like Replit
Comments on how early products gained defensibility through increased complexity.
TLDR
Harry Stebbings, founder and host of the 20VC podcast and founder of the 20VC VC fund, shared thoughts on how Instinct might develop strong competitive advantages similar to other AI tools. He pointed out that when Replit and Lovable first launched they were simple enough to build in a month and easy for others to copy without much effort. Stebbings observed that those early versions provided no real protection against competition. In contrast the current versions of Replit and Lovable have become highly complicated creating massive moats. He implied Instinct could achieve the same if it grows in complexity over time. His comments appeared alongside a 44-second video clip.
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