Moat

also referred to as: moats

4 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jan 2, 2019 by Tren Griffin · across every show →

Everything said about Moat, oldest first

Jan 2, 2019 neutral

Insight

Griffin: Spotting competitive moats is fundamentally different from building them

“One of the great contrasts in life is between people who know a moat when they see it and people who know how to build one potentially out of nothing.”

Tren Griffin Jan 2, 2019 ▶ 18:15 a16z Podcast | The Best Way To Be Smart ... Is To Not Be Stupid

Jan 2, 2019 negative

Insight

Griffin: Every business's future is worse than its present due to competition

“All moats are constantly under attack. You can't see it, but they're constantly under attack. And what Munger says is, Is the future of every business is worse than the present.”

Tren Griffin Jan 2, 2019 ▶ 19:50 a16z Podcast | The Best Way To Be Smart ... Is To Not Be Stupid

Jan 2, 2019

Insight

Griffin: If competitive moats bore you, you won't be a good investor

“If the chapter on moats bores you, you're not going to be a good investor. If the chapter on moats bores you know, you, you're not going to be able to understand a good business from a bad business.”

Tren Griffin Jan 2, 2019 ▶ 28:07 a16z Podcast | The Best Way To Be Smart ... Is To Not Be Stupid

Sep 1, 2023 negative

Opinion

Appenzeller: Capital moats in AI are shallow speed bumps

“If that assumption is true, I think this means that the moat that's created by these large capital investments is actually not particularly deep, right? It's more of a speed bump than Then, you know, something that prevents new entrants.”

Guido Appenzeller Sep 1, 2023 ▶ 12:35 The True Cost of Compute

Moat

Everything said about Moat, oldest first

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