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19 results for “software defensibility”
Concept4 mentions across episodes
defensibility
Concept3 mentions across episodes
software
Topic2 mentions across episodes
software
“Why software defensibility breaks down when everyone becomes a coder”
...of kind of software only businesses? Or, like, how do you think about how do people build defensibility and moats and unfair advantages and all those sorts of things that we as VCs generally like when
9:20 / 10:03
prediction9:20 – 10:03
...security software if it's, like, YubiKeys or if it's, again, like, Databricks on Spark. But now as the AI infrastructure come through, like, I think a lot of those defensibility still stays and zero true because these are earned secrets of what are t
21:56 / 23:33
from transcript21:56 – 23:33
...defensibility has worked before, and maybe you guys wanna add on to that. Yeah. On how defensibility worked for infrared companies before, largely, it's really hard to, let's say, if you're building, like, a new database, like a new framework, it jus
21:19 / 22:55
from transcript21:19 – 22:55
...defensibility change? Well, if you now are able to code your own software, like, why am I paying like, your margin is my opportunity. Well, look at the margin of software companies. Like, Salesforce has an 80% gross margin, like, they should have a 1
6:40 / 8:08
from transcript6:40 – 8:08
...defensibility change? Well, if you now are able to code your own software, like, why am I paying like, your margin is my opportunity. Well, look at the margin of software companies. Like, Salesforce has an 80% gross margin, like, they should have a 1
7:30 / 8:35
from transcript7:30 – 8:35
...own software fairly easily using natural language. But on the other hand, if you're a big corporation or presumably a government, you're gonna want to have you're gonna still want to buy software from an external provider given some of the security c
24:43 / 25:45
from transcript24:43 – 25:45
...you build defensibility there? So I find that, the software mode has changed, but other modes tend to be analysis based on the industry.
38:13 / 39:24
from transcript38:13 – 39:24
...defensibility. Is there any forms of defensibility which were very prominent in the prior ten years, which are no longer as prominent? Yeah. I'll give you the opposite. I was always skeptical of the sort of data network effect. You know? That was lik
23:13 / 24:15
from transcript23:13 – 24:15
...is becoming, less and less, it's also hard to convince people that auditing software for security reasons is gonna be more expensive than developing the actual software. So I think that's one of the shift, we we gonna see. But when it Wait. Sorry. Ca
23:53 / 25:03
from transcript23:53 – 25:03
...some degree of defensibility. But software companies and technology companies in particular, they don't tend to have any defensibility other than the fact that they can build better and faster than anyone else, and that's okay. Is speed the single mo
17:49 / 19:00
from transcript17:49 – 19:00
...because of these tools Yeah. How does that impact defensibility
42:37 / 43:48
from transcript42:37 – 43:48
...defensibility for companies? I mean, I still think we should just go back to the split between apps and infrastructure. For apps, like, how long does it take to copy it any anyways? I mean, you know that there are entire companies that they're they'r
43:24 / 44:34
from transcript43:24 – 44:34
...sized software project, it has outdated dependencies. It has lots of, you know, known software vulnerabilities, hopefully non high risk, and and a lot of them low risk or where somebody decided that's not actually crucial to fix right now because the
15:00 / 16:14
from transcript15:00 – 16:14
...software right now. One is the world is gonna stay the same, but software just gonna get a lot cheaper over time now that it's cheaper to build. And I think there's no one who would argue that it's not gotten dramatically cheaper to build.
14:53 / 16:05
from transcript14:53 – 16:05
...I I think defensibility still exists and still matters. Like, networks are the gold standard and they still are. You know, a network effect product is incredibly powerful. Now look, you might argue that something like MoltBook is a new type of synthe
24:45 / 25:45
from transcript24:45 – 25:45
...defensibility? Or is there something that people do not see? No, I think you need to build a product if you want to maximally defend be defensive, where if you are on this product and the platform that the product is, you don't want to live because y
9:43 / 10:57
from transcript9:43 – 10:57
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