defensibility
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 1, 2025 by Michael Truell · across every show →
Everything said about defensibility, oldest first
May 1, 2025 positive
Truell: AI defensibility comes from economies of scale in R&D
“If you're in a place where, you know, big investments and you know, having more and more great people working on the right path can keep giving you value, then you can get kind of these economies of scale of R&D, and you can kind of have, you know, deeply work…”