Not Boring · 10 September 2026 · Additional Read

An Ode to Counter-Positioning

Packy McCormick, GP @ Not Boring

Counter-positioning—building a business model that makes it economically painful for incumbents to compete—is the primary moat available to early-stage startups. The article examines why it works (Ramp vs. corporate card issuers, Base Power vs. battery makers) and why being merely "better" (like Instinct's AI assistant) is no substitute for structural defensibility.

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Topics: AI (Horizontal) · Venture Capital & Startups

Published by Not Boring · their site ↗

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