Episode #2: Consumer Tech Napkin | Building moats in consumer tech

About this episode

The episode discusses the importance of data and infrastructure in building defensible consumer tech companies in the AI era.

What if the strongest moats in the AI era aren't algorithms, but the data those algorithms depend on? In the second episode of the Consumer Tech Napkin series, Andreas Munk Holm speakes with Renato Circi and Rafaël Michali , Co-Founders at Sava , and Joe Seager-Dupuy , Director, Investment at True , to discuss how founders should think about defensibility when technology is becoming easier to build. SAVA is developing advanced biosensing technology designed to access bodily information in a painless, real-time and affordable way. Their core belief is that while AI may accelerate software development, the hardest problems and the most valuable companies will be built around scarce data, difficult infrastructure and bottlenecks that cannot easily be replicated. Together, they explore what separates static moats from dynamic ones, why patents and regulatory approvals are often just the starting point and how the best companies create advantages that strengthen as they scale. Topics covered Why the best moats are often non-consensus Static versus dynamic moats Why patents and regulation are not enough Identifying bottlenecks that create lasting value AI, proprietary data and…

People in this episode

Host: Andreas Munk Holm

Guests: Renato Circi, Rafaël Michali, Joe Seager-Dupuy

Topics covered

• consumer technology
• defensibility
• AI and data
• static vs dynamic moats
• health monitoring
• deep tech

Keywords

• moats
• AI
• data
• consumer tech
• defensibility
• health monitoring
• Sava
• dynamic moats
• patents
• deep tech

Mentioned in this episode

Organizations: Sava, True

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