Software Startup Defensibility

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Software Startup Defensibility, every show

20VC Insight
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 …”
Gokul Rajaram Mar 16, 2026 ▶ 22:28 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings

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