Insight certainty 4/5 debate potential 3/5

Diaz: Velocity is the only true sustainable competitive advantage

Ariel Diaz · Why Velocity is the #1 Sustainable Advantage · May 29, 2023 · at 7:54

This episode carries Ariel Diaz's own address, with nobody on the show putting questions to them. It still counts as said, and it is kept out of every score on their page.

Ariel Diaz, co-founder of Vendr, summarizes his thesis on startup moats and competitive strategy in modern software markets.

0:00 / 0:12exact quote · 12.3s
720p mp4 · rendered on demand · StarZero watermark
“More opportunities, resources, and tooling reduces the barrier to entry. Increases competition, resulting in velocity being the only true sustainable advantage.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Ariel Diaz

Insight
Diaz: SaaS category creation head start has shrunk from years to months
“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…”
Ariel Diaz May 29, 2023 ▶ 14:20 Why Velocity is the #1 Sustainable Advantage
Assertion Not checkable as stated
Diaz: Vendr processes a couple percentage points of all SaaS spend
“So we see about a couple percentage points of all SaaS spend at vendor that we help process, and we help leverage that data to help our customers save money, to help find the right products.”
Ariel Diaz May 29, 2023 ▶ 3:21 Why Velocity is the #1 Sustainable Advantage
Disclosure
Diaz: Vendr seeks new product-market fit despite $200M raised and 400 employees
“We're a post-product market fit, you know, raised two hundred million dollars you know, 400 person company, but one of our OKRs for this year includes finding product market fit in this new initiative.”
Ariel Diaz May 29, 2023 ▶ 9:13 Why Velocity is the #1 Sustainable Advantage
Assertion Not checkable as stated
Diaz: SaaS vendors grew 25% in project management, 30% in analytics
“The number of vendors, let alone the growth rate, has increased 25% year over year. So you, and that's a mature category. In digital analytics, it's been, it's increased 30%.”
Ariel Diaz May 29, 2023 ▶ 13:27 Why Velocity is the #1 Sustainable Advantage
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