HOW TO COMPETE IN "CROWDED" AI MARKETS

Summary from the TLDR Founders newsletter

Decagon CEO Jesse Zhang argues every AI market feels crowded because only a few players can win, and walks through the brutal customer-service AI sales cycle where Decagon gets compared to Salesforce and Google adding AI, pre-AI Intercom, AI-natives like Sierra, and the customer's own MVP. Speed of shipping is an advantage but not a durable one, because AI tools have compressed build-and-copy timelines so much that a feature lost in a deal goes straight onto every competitor's roadmap.