Forget Moats, Build Stickiness
On the perennial AI defensibility question, Scott reframes it away from moats and toward stickiness. He doesn't believe any hard barrier prevents competitors from entering, but coding agents accrue real stickiness: Devon learns your codebase and process over time like a long-tenured engineer, plus a 'multiplayer' effect as a whole team teaches it.
- Moats imply a competitor can't even enter; Scott doesn't think such barriers exist
- Stickiness is whether you're excited to keep using an experience versus easily switching
- Devon builds up knowledge of your codebase and process over time, like a five-year veteran
- A 'multiplayer' aspect compounds value as an entire team teaches and reviews Devon
- The goal isn't to lock others out but to make Devon more useful the more you use it
“I think it's often less about moes and more about stickiness.”
“there is a lot of just inherent kind of stickiness and learning and buildup over time, which is that as you use Devon and as…”