“I want the founder think that his or her VC is the moat... I am a part of their moat”
♫
Said on Equity
“They rely on moats that no longer work in AI, like switching costs or even cornered resources like a data moat.”
How I Invest with David Weisburd · E435: Why Most Companies Aren’t Ready for AI
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0:53
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What was described
argues that companies raising a lot of money but relying on traditional moats like switching costs or data moats are not defensible in the AI era
Said nearby on the same subject
“Some companies have actually saved money by applying AI, but it's being replaced by all the spend with the tokens and data centers…”
JQ
Jim Quick PwC
Full Episodes | Insurtech Leadership Podcast ·
“A personal brand is a second moat… when we think about competition, when we think about AI… why would you not insulate your business?”
♫
Said on The Jasmine Star Show
“Do you guys spend a lot of money on traditional advertising? Zero.”
♫
Said on TBPN
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