20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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Defensibility and Moats in the Age of AI
Hosts debate whether defensibility still exists at seed/B stages and how scale, data, and specialization create later moats.
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Transcript
