Moat
also referred to as: moats
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jul 19, 2020 by Sajith Pai · across every show →
Everything said about Moat, oldest first
Jul 19, 2020 positive
Pai: Early-stage startups should focus on customer friction over moats
“I think at very early stages you shouldn't worry so much about moats as much as a consumer friction you're solving for. If the consumer friction is compelling, then in the consequence of operating, you will gather enough data, which could become a moat, or you…”
Sep 30, 2025 negative
In the AI Era, Software Products Are No Longer Moats, Says Sharma
“I still believe that products are no more the moat with AI first world, but in, in, but really hard, in really hard startups, which were, which go beyond just products, I feel still, I mean, the problem itself becomes a moat if you are trying to solve somethin…”