
When to Dig a Moat


Every investor is asking:
"How is this defensible?"
@vedikaja_in created a rubric to stress test a startups AGI-proof moat. https://t.co/JDY5g2VHZh
Windsurf CEO explains why traditional startup moats are mostly silly.
Varun said even with 50-100 of the best MIT engineers, that's still just "hundreds of engineering years" in your product. Someone else can build something similar in the same space.
He used Nvidia as an example. People... See more
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