Andrew Ng: Proprietary software is a significantly weaker moat today
Andrew Ng · AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings · Nov 17, 2025 · at 41:14
Andrew Ng, AI pioneer and General Partner at AI Fund, discusses how AI speeds up development and erodes traditional software defensibility with 20VC host Harry Stebbings.
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“Previously software used to be a moat, right? If you had, you know, invested 10 years to build a software, it's really hard to replicate that. That one moat is much weaker than before”
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