Zhang: AI Agent Moats Come From Continuous Improvement on Client Data
Jesse Zhang · The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best · Oct 6, 2025 · at 40:42
Decagon CEO Jesse Zhang explains what constitutes a durable competitive moat for enterprise AI agent companies.
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“When you think about like moats in the agentic world, a lot of it is around, well, if you've kind of been working with a client for a year, Has your agent just continuously gotten better by learning from the data? And that's, it's like, that's a different concept than just like training on the data, but has it continuously gotten better to the point where it's just very difficult for another agent to come in and perform at the same level?”
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