“I want the founder think that his or her VC is the moat... I am a part of their moat”
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Said on Equity
SaaS That App - Building Tech-Enabled Businesses · Where AI Automation Breaks Down
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Argues that software no longer has a moat; distribution is now the moat, so building a simple CRM in a weekend can replace paying for SaaS
“I want the founder think that his or her VC is the moat... I am a part of their moat”
“I had single source dependency in my business with Facebook ads … I couldn’t afford the marketing team, so I rebuilt my business to have a moat that is more self-sustainable.”
“$10,000 invested at the time of BWW's IPO in 2003 would now be worth $175,000, a rate of return no one can argue with.”
“Before you buy anything, check what's already inside the software you pay for. Microsoft 365 Copilot, Google Workspace, the AI features in your CRM.”
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