Software startup defensibility
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 16, 2026 by Gokul Rajaram · across every show →
Everything said about Software startup defensibility, oldest first
Mar 16, 2026 neutral
Rajaram: Data and workflow are the only reliable non-fintech software moats
“Data and workflow moats are the two things you're really hanging your hat on as a software investor, because if you're not doing FinTech and then I think it early stage is too hard to know what a distribution moat is unless they have some hack and these hacks …”