CORE ARTICLE:
Your biggest competitor doesn't have a website.
It doesn't have a sales team either.
Kyle Poyar checked how 50 SaaS companies talk about Claude. Only 12 mention it at all. Four publish a build-versus-buy comparison. But 34 have shipped MCP servers, positioning themselves as the thing you use alongside Claude, not instead of it.
That's a positioning bet. It's being made by product teams, not boards.
If a portfolio company's answer to "why not just build this" lives nowhere on their site, someone else is writing that comparison for them.
Meet your biggest competitor (👋 Claude) — Kyle Poyar
Other links and useful reads:
PERSONAL PROGRESS
↳ The Six Levels of Personal Leverage — Anthony Carlton
→ On a personal note, I read this and realised I sit heavy on two levels and quietly ignore the rest. I wrote down the one I've been avoiding and booked an hour this week to start it.
A bespoke framework and capability model 'DEMAND KARMA' that delivers DD services to investors, VC firms and CEOs.
Retained advisory at funded scale-ups. A simple monthly fee. Helping CEOs build a scalable marketing machine. (Booked out until December)
Book time on my calendar to work through a standalone project or to get answers to your most pressing marketing strategy and execution questions.
