Pattern · Two-axis read

Most founders read competitors on one axis (features). The winning read is two: how much threat they are, and how vulnerable they are. High threat + high vulnerability is the wedge.

For Instance

When Loom launched against Zoom + Wistia, both were high threat; only Wistia was high vulnerability on async use cases. Loom attacked the gap and hit $180M ARR in four years.

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