First Party Side

topic on 1 show · 1 statements across 1 episodes

20VC

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20VC Insight
Krieger: AI Companies Cannot Build Moats Without First-Party Products
“And I think that there's, you'll, you'll miss out and not have enough of a durable moat if you're not equally investing or maybe even investing even more on the first party side of things.”
Mike Krieger Mar 3, 2025 ▶ 55:25 Mike Krieger, Instagram CoFounder & Anthropic CPO: Where Will Value Be Created in an AI World?|E1265 · 20VC with Harry Stebbings

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