AI moats

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 10, 2025 by Everett Randle · across every show →

Everything said about AI moats, oldest first

Nov 10, 2025 positive
Insight
Randle: AI startup moats remain rooted in technology, not distribution
“I definitely disagree with that. I think the moat is still fundamentally in technology, not in, in distribution.”
Everett Randle Nov 10, 2025 ▶ 31:01 Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
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