How do VCs evaluate defensibility when every startup looks identical?
“What how how have you sort of thought about that?”
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One of the big questions that I think all investors are struggling with at the moment is when you're investing in a application that a company, how do you get comfortable with the kind of defensibility mode question? So how do you? What how how have you sort of thought about that? And we've all seen, you know, five I mean, maybe because you do consumer, maybe not, but we've all seen five decks for sales AI tools, and they all sort of do the same thing.
About this clip
A VC discusses the challenge all investors face when evaluating AI application companies that appear to have similar offerings and business models. The conversation touches on the difficulty of assessing competitive moats when multiple startups are building nearly identical products, using sales AI tools as a prime example.
Why this clip
This addresses a core challenge facing VCs in the current AI boom where product differentiation is increasingly difficult to assess.
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