Commoditized Infrastructure, Scarce Mindshare
Framework
When logistics, manufacturing, software, and talent can be rented, the scarce advantage becomes customer mindshare, brand, product taste, and speed of coordination.
Use this when
- Deciding what the company must own versus rent, outsource, or partner for.
- Evaluating whether to wait for more proof or move with conviction.
- Distinguishing true moats from old-world assumptions about infrastructure.
Prompts
- What has become commoditized in this market?
- What still requires taste, trust, speed, or cultural timing?
- What evidence would change our mind?
- Is delay safer than action, or is delay itself the bigger risk?