The New Competitive Moat is Emotion | Figma Blog

The problem you solve for customers is increasingly one they can’t even articulate for themselves . The ones that are easy to understand have already been built and funded over the last 20 years. Building something of true excellence will require a hungrier engagement with the world—and that will have to start with developing superior taste.

I would advise, as an industry, to pull back from this obsession with user wants and user needs and instead to design for fun. What you want your players to feel, what is the emotional path for them to get there, and how does your software—your business product, if that's what you're building—take them along the path?

There are very few moats in AI. But like with human relationships, you will stick with the systems that know you best Memory and context have gravity. State is a moat.