AI application companies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 7, 2026 by Graham Weaver · across every show →
Everything said about AI application companies, oldest first
Apr 7, 2026 neutral
Weaver: Proprietary data and deep interfaces are the only AI app moats
“I think if you can build proprietary data sets, which is harder than it sounds or you can build really deep interfaces with your customers, which is also harder than it sounds. Those are moats you can build, but really, I think sometimes what you're really, yo…”