“I've just funded a new memory company as well that's still in stealth.”
PG
Pat Gelsinger
The a16z Show ·
“The moats that work in AI are completely different than the moat that worked in the SaaS era… it's network effect and counter positioning.”
How I Invest with David Weisburd · E435: Why Most Companies Aren’t Ready for AI
Play from 1:44
1:44
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
identifies network effects and counter-positioning as the only moats that still work for AI-driven companies
Said nearby on the same subject
“Microsoft and Amazon don't do the work themselves. Their partner networks are the ones that do ... you would have to work with a company like ours”
♫
Said on CUI Hotline: Live CMMC Q&A
“As of Jan 1 I came off the Management Committee, I'm still on the Investment Committee, and I won't take new board seats as we sell companies.”
JA
James Andersen
Buyers and Builders ·
“We've split this into two separate forms so that you can identify not only just the risks but have a separate table for opportunities as well.”
JM
Jim Moran
The ISO Review Podcast ·
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