Jesse Zhang: If it's not competitive, the market is too small
THE SO WHAT
The “if it’s not competitive, the market is too small” framing is a useful filter in AI-saturated spaces — but it also means you need a crisp view of why you win in a crowded field. Founders should be biasing toward markets where multiple strong teams can coexist and still leave room for a durable niche or ecosystem play.
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