Haber: AI wedge features will commoditize and model moats are ephemeral
David Haber · How AI is Reshaping Labor Markets: A $Trillion-Dollar Opportunity Explained · Jan 14, 2025 · at 24:13
David Haber, General Partner at Andreessen Horowitz (a16z), evaluates whether initial AI feature differentiation provides long-term business defensibility.
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“Is that wedge product alone defensible? I would argue no, right? Today, it feels like magic to the providers that they're working with, but I think that capability is going to become commoditized over time. They may have an advantage because they've trained a model, you know, for now, but I think that is ephemeral.”
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