@20vc_tok: Jason Lemkin (Founder & CEO of SaaStr) explains why he wouldn’t invest in Instinct’s latest round.   When the incumbent has near-infinite resources and wants to build the same application, can even $1 billion in venture funding create a lasting advantage?

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Thursday 24 September 2026 05:00:07 GMT
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adilmz
Adil :
They can’t compete with muse sadly, meta has better distribution
2026-09-24 10:24:52
0
evan.revan8
Evan Revan :
Muse will cook them
2026-09-24 06:39:54
1
kynthstudios
Compound Labs :
A product can be copied long before the team that ships it can be copied. The useful signal is what keeps improving after the first version is no longer novel.
2026-09-24 05:30:33
0
ps260491
Pirassena S. :
Really it’s lazy engineering
2026-09-24 05:25:48
0
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