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durable moat

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 3, 2025 by Mike Krieger · across every show →

Everything said about durable moat, oldest first

Mar 3, 2025 neutral
Insight
Krieger: AI Companies Cannot Build Moats Without First-Party Products
“And I think that there's, you'll, you'll miss out and not have enough of a durable moat if you're not equally investing or maybe even investing even more on the first party side of things.”
Mike Krieger Mar 3, 2025 ▶ 55:25 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings
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