Viral Bajaria, co-founder and CTO of 6sense, reflects on early competitors who raised more venture capital but failed to build enduring data moats.
Insight
Bajaria: In B2B, Mediocre Products With Great GTM Beat Superior Products
“Especially when you are B to B enterprise or like selling into other companies, good products or okay products with great GTM can still win out. Great products with bad GTM can still lose out.”
Opinion
Bajaria: AI Enables One-Person Companies to Build 2013-Era Startups
“Now, I actually think AI has actually made it so simple with Gen AI that you can actually build a lot of things like the simple, 20 13 companies, what they were doing, you could probably build this today with one person company.”
Opinion
Bajaria: Software Moats Are Dead, Even for Foundation Model Makers
“I actually think the modes, the tech modes are disappearing.
Yeah.
Right?
You, I think if anybody believes that they can create a tech mode right now, it's hard.
I mean, even the foundational model companies can't create tech mode, which is like the most impor…”
Insight
Bajaria: Enterprise Contracts Prevent AI First-Party Data Network Effects
“And I also warn founders saying that, hey, just because you sync first party data, you know, many people will tell you like, hey, I have the network effect because all my customers give me data and I have the network effect.
That's not more because every enter…”
Prediction Not checkable as stated
Bajaria: Enterprise Pricing Will Shift From SaaS to Service-as-a-Software
“We are so used to software as a service, and the reason it was you're selling to humans. It is per user pricing. Yeah, it is platform pricing, right? That was the thing that we were used to. I think it's going to shift to service as a software. Now you figure …”
Assertion Partly supported
Bajaria: Major Ad Platforms in 2017 Could Not Target Specific Companies
“No advertising platform, whether it you take from Google to at that time, it was AppNexus to trade anybody, right, knew how to target accounts or companies.”