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Moat monitoring, on autopilot.

Every Monday, Moatly reads your product and up to three competitors again, across every source, and tells you what changed: new threats, how your moat is holding, and the next move to make.

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Every Monday

What changed, where your team already works.

A short message in Slack and an email: the reading, what's new and most serious, and your next move. A read-only API puts it in your own tools.

#product-strategyMonday, 8:00

Moatly app

Cadence this week · Under pressure · moat 44 (no change) · pressure 91 (up 23)

  • Platform absorption · severity 5/5 · A major AI assistant can now find a time across attendees' calendars and book it
  • Rival moves · severity 4/5 · Slotfox puts round-robin routing on every plan, including free
  • AI agents & skills · severity 3/5 · Scheduling MCP server: book a meeting from any AI assistant
  • Copycats · severity 3/5 · open-scheduler adds round-robin and CRM sync (2.1k stars)
  • Copycats · severity 2/5 · Booking-link app for iPhone passes 1,000 ratings

Next move: Let assistants book through Cadence, over MCP

Open the full report

Email digestMonday, 8:00

Cadence this week: 5 new threats, pressure 91 (up 23)

From Moatly

Your weekly Moatly reading for Cadence.

Under pressure · moat 44 (no change) · pressure 91 (up 23)

New this week:

  • Platform absorption · severity 5/5 · A major AI assistant can now find a time across attendees' calendars and book it
  • Rival moves · severity 4/5 · Slotfox puts round-robin routing on every plan, including free
  • AI agents & skills · severity 3/5 · Scheduling MCP server: book a meeting from any AI assistant
  • Copycats · severity 3/5 · open-scheduler adds round-robin and CRM sync (2.1k stars)
  • Copycats · severity 2/5 · Booking-link app for iPhone passes 1,000 ratings

Your next move: Let assistants book through Cadence, over MCP

Full report

An example for Cadence, a fictional product, made by the same code that writes members' digests.

Six threats

Read from the source, every week.

Each threat comes from public, dated evidence. A source we couldn't check is marked as not checked, never counted as safe.

  • AI agents & skills

    Skills, agents, GPTs, MCP servers and assistant apps that do your job inside ChatGPT, Claude, Gemini, Copilot or Grok, so customers never open your product.

    • Agents, MCP servers and skills
    • MCP Registry

  • Platform absorption

    AI labs and big platforms shipping your core value as a built-in feature.

    • Platform release notes
    • Platform roadmaps and changelogs

  • Rival moves

    Competitors you already know making a move on your customers: shipping your headline feature, cutting or repackaging prices, or raising money to go after your market.

    • Rivals' launches, changelogs and news

  • Personal software

    Customers building their own version with AI coding tools, scripts or no-code instead of paying for yours.

    • GitHub
    • Hacker News
    • Package registries
    • Docker, WordPress and editor plugins
    • Community

  • Copycats

    Direct clones and open-source or self-hosted alternatives that copy your core feature set.

    • GitHub
    • Hacker News
    • Package registries
    • Docker, WordPress and editor plugins
    • App Store
    • Community

  • New entrants

    Newly launched or newly funded startups going after the same job-to-be-done.

    • Hacker News
    • App Store
    • New domains
    • Company filings

Competitors

Your rivals, read the same way.

Up to three competitors, measured by the same method as you: who's defended, who's exposed, and who's gaining pressure fastest. Their launches and price changes show up as rival moves.

Competitors, read the same way

Up to three
ProductMoatPressureVerdict4 wks
CadenceYou4491Under pressure+28
Slotfox6270Defended+4
Tidecal4738Untested−3
Openslot3186Under pressure+12

The dashboard

Every reading in one place.

Both readings week by week, new threats, competitors and your moves, in one view. It's coming soon for members; until then, everything here arrives in your Monday digest and full report.

Coming soon for membersExample data

Cadence · Week of 2 Nov

Meeting scheduling links for sales teams

Example data

Your moat this week

Scanned Mon 2 Nov

Cadence, inside its moatThreats: nearer is more seriousNew this week

New: A major AI assistant can now find a time across attendees' calendars and book it (severity 5/5)New: Slotfox puts round-robin routing on every plan, including free (severity 4/5)New: Scheduling MCP server: book a meeting from any AI assistant (severity 3/5)New: open-scheduler adds round-robin and CRM sync (2.1k stars) (severity 3/5)New: Booking-link app for iPhone passes 1,000 ratings (severity 2/5)Personal software, severity 2/5Platform absorption, severity 3/5Rival moves, severity 2/5Platform absorption, severity 2/5AI agents & skills, severity 2/5Copycats, severity 2/5New entrants, severity 2/5Copycats, severity 1/5AI agents & skills, severity 1/5Personal software, severity 1/5AI agents & skills, severity 1/5Copycats, severity 1/5New entrants, severity 1/5Rival moves, severity 1/5Copycats, severity 1/5AI agents & skills, severity 1/5Personal software, severity 1/5Platform absorption, severity 1/5CMoat 44

5 new this week. Closest to the moat: platform absorption, severity 5/5. The sweep is the weekly scan going round.

Moat strength

+1 in 4 wks
44/100

Threat pressure

+23 this week
91/100

New this week

5threats

2 rated serious

Verdict

High confidence
Under pressure

Was Untested until 21 Sept. A thin moat, and it's being tested.

Moat strength against threat pressure

Twelve weekly readings

Moat strengthThreat pressure

New this week

Since 26 Oct

  • Slotfox puts round-robin routing on every plan, including free

    Cadence's paid-plan headline feature, now free at a rival its customers already compare.

    Slotfox's changelog · 1 Nov

    Sev 4/5

  • A major AI assistant can now find a time across attendees' calendars and book it

    Cadence's core job, bundled into a tool most of its buyers already pay for.

    AI labs' release notes · 31 Oct

    Sev 5/5

  • Scheduling MCP server: book a meeting from any AI assistant

    Reps who work in an assistant can book without opening a booking page.

    MCP Registry · 29 Oct

    Sev 3/5

  • open-scheduler adds round-robin and CRM sync (2.1k stars)

    Now matches both of Cadence's headline features, free and self-hosted.

    GitHub · 28 Oct

    Sev 3/5

  • Booking-link app for iPhone passes 1,000 ratings

    Adds to a crowded field of cheap mobile alternatives.

    App Store · 27 Oct

    Sev 2/5

Pressure by threat type

4-week change
  • Platform absorption4 threats+17Moderate47
  • Copycats6 threats+27Moderate44
  • Rival moves3 threats+34Moderate37
  • AI agents & skills5 threats+16Moderate35
  • Personal software3 threats+9Low15
  • New entrants2 threats−5Low10

Competitors, read the same way

Up to three
ProductMoatPressureVerdict4 wks
CadenceYou4491Under pressure+28
Slotfox6270Defended+4
Tidecal4738Untested−3
Openslot3186Under pressure+12

Moves that would deepen the moat

1 done · 2 in progress
  • 01Publish a dated changelogShipping paceQuick win
  • 02Let assistants book through Cadence, over MCPWorkflow embeddingStrategic bet
  • 03Make team routing rules the reason to staySwitching costA quarter's work
  • 04Turn meeting outcomes into routing dataProprietary dataA quarter's work
  • 05Go deeper for Salesforce adminsVertical depthA quarter's work

Where the weekly reading goes

  • Slack#product-strategy
  • Email digestMondays, 8:00
  • APIRead-only key ••••4f2a
  • SourcesAll checked

Last read Mon 2 Nov. Next Mon 9 Nov.

Watch your moat every week.

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