Why AI Moats Still Matter (And How They've Changed)
The a16z Show3 Joulu 2025

Why AI Moats Still Matter (And How They've Changed)

a16z General Partners David Haber, Alex Rampell, and Erik Torenberg discuss why 19 out of 20 AI startups building the same thing will die - and why the survivor might charge $20,000 for what used to cost $20.

They expose the "janitorial services paradox" (why the most boring software is most defensible), explain why OpenAI won't compete with your orthodontic clinic software despite having 800 million weekly users, and reveal how non-lawyers are building the most successful legal AI companies. Plus: the brutal truth about why momentum isn't a moat, but without it, you're already dead.

Resources:

Follow David on X: https://x.com/dhaber

Follow Alex on X: https://x.com/arampell

Follow Erik on X: https://x.com/eriktorenberg

Stay Updated:

If you enjoyed this episode, be sure to like, subscribe, and share with your friends!

Find a16z on X: https://x.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX

Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

Follow our host: https://x.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.

Stay Updated:

Find a16z on YouTube: YouTube

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1000)

Greg Brockman on Why OpenAI Says We’re Entering the AGI Era

Greg Brockman on Why OpenAI Says We’re Entering the AGI Era

Ben Horowitz and Erik Torenberg sit down with OpenAI co-founder and President Greg Brockman to discuss why he believes AI has entered a new phase, what OpenAI’s latest models reveal about the path to ...

14 Syys 51min

World Models, Robotics, and the Future of 3D AI

World Models, Robotics, and the Future of 3D AI

World Labs co-founder Justin Johnson joins MTS hosts Theo Jaffee and Sofia Puccini to discuss Atlas, World Labs’ latest world model, and the broader case for AI systems that understand and interact wi...

13 Syys 23min

Why Companies Are Becoming a Series of Loops | Anish Acharya on Lenny’s Podcast

Why Companies Are Becoming a Series of Loops | Anish Acharya on Lenny’s Podcast

a16z General Partner Anish Acharya joins Lenny Rachitsky on Lenny’s Podcast to discuss why fears of an AI-driven “permanent underclass” may be misplaced, how AI is changing the way companies operate, ...

12 Syys 1h 18min

What It Takes to Build a Startup | Andrew Chen & Matt Perault

What It Takes to Build a Startup | Andrew Chen & Matt Perault

a16z’s Matt Perault sits down with General Partner and Speedrun lead Andrew Chen on the a16z AI Policy Brief to explore what “Little Tech” actually looks like at the earliest stages, and why the reali...

11 Syys 38min

How AI Is Rewriting the Power Law of Venture Capital

How AI Is Rewriting the Power Law of Venture Capital

a16z’s Jen Kha and David George sit down with Accolade Partners’ Aram Verdiyan to discuss how AI is changing the power law of technology investing, why the largest companies can compound advantages in...

10 Syys 49min

Who Grades the AI Models? | Ben Horowitz & Rayan Krishnan

Who Grades the AI Models? | Ben Horowitz & Rayan Krishnan

a16z’s Erik Torenberg, Ben Horowitz, and Jennifer Li sit down with Vals founder and CEO Rayan Krishnan to discuss one of AI’s increasingly difficult problems: how do you actually measure whether a mod...

9 Syys 39min

OpenAI Researchers on the Future of Mathematical Reasoning

OpenAI Researchers on the Future of Mathematical Reasoning

a16z Infra Partner Lisha Li sits down with OpenAI mathematicians Mehtaab Sawhney and Mark Sellke to discuss how quickly AI’s mathematical capabilities are advancing, what recent results reveal about m...

8 Syys 1h 5min

Can Open Source Keep AI Power From Concentrating?

Can Open Source Keep AI Power From Concentrating?

MTS host Sophia Dew visits the Open Source AI Summit in San Francisco to ask researchers and founders across the AI stack a central question: can open source prevent AI power from concentrating in the...

7 Syys 8min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-rahamania
lakicast
rss-paasipodi
rss-sami-miettinen-neuvottelija
oppimisen-psykologia
rss-pinnan-alle
pomojen-suusta
rss-lentopaivakirjat
rss-karon-grilli
rss-inderes
juristipodi
rss-inderes-femme