First Mover Advantage

“Category creation. Used to be maybe, ah, a multi-year head start. Now it's a few months. Right? The number of categories, we have three competitors, a vendor here, we've got multiple people in the security and kind of SOC to automation here. So that head start…”

“And the first mover advantage is that pioneers get shot. They spend a lot of money and invent the necessary technology, then the settlers get rich. So the second mover advantage is the real advantage.”

“Even if that data is preserved forever no one will be able to amass the same dataset if you're the first mover into that space.”