software moats

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 1, 2026 by Brendan Foody · across every show →

Everything said about software moats, oldest first

Jun 1, 2026 bullish

Insight

Foody: Software moats are eroding while layered services create defensibility

“These software boats are whittling away and it's the ability to layer services on top of software to meet the customer where they're at and go the last mile that is creating stronger defensibility.”

Brendan Foody Jun 1, 2026 ▶ 40:09 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings

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software moats

Everything said about software moats, oldest first

Turn any episode into a week of clips.