477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn’t Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Debunking Defensibility in Early-Stage AI Ventures
This chapter explores common misconceptions about defensibility in early-stage AI companies, emphasizing that true defensibility may be unrealistic at this stage. The focus shifts to recognizing latent product demand and evaluating the team's capability to adapt and innovate quickly in a dynamic market.
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