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Itamar Novick
Founder and General Partner at Recursive Ventures with 15+ years investing experience and two decades in startups and product leadership, known for early-stage investing and writing about startup anti-patterns.
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Jan 5, 2026
• 1h 6min
#91: How pre-seed investors evaluate startup moats in the AI era | Itamar Novick (Founder & General Partner @ Recursive Ventures)
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In this discussion, Itamar Novick, Founder and General Partner at Recursive Ventures, shares insights from his extensive experience in early-stage investing. He explores how startup moats are evolving in the AI era, emphasizing the importance of defensibility right from inception. Itamar highlights traditional moats like network effects and argues that velocity is now a critical signal for investors. He also advises founders on choosing the right investors and building strong communities as a form of defensibility, urging product leaders to adapt to the AI landscape.
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