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

2025-12-03 00:00:00 +0000 UTC ·51m 31s ·by Andreessen Horowitz
Why AI Moats Still Matter (And How They've Changed)
a16z Podcast
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About this episode

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 defensi