I think the competitive moat is performance. Superhuman is fast. None of the incumbent clients are incentivized to care about perf. Are they even competitors?

I think the competitive moat is performance. Superhuman is fast. None of the incumbent clients are incentivized to care about perf. Are they even competitors? You need a GApps/Office/OtherProvider account to use Superhuman. Superhuman is a value add on top of Gmail/Outlook. That’s the issue here. When you don’t have unlimited money, you cut spend on value add and use the basics. Superhuman is a luxury product.