20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram
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The first mode is data mode. Second is the workflow mode. Third one is regulatory mode. Fourth mode is a distribution mode. We're on number five.
Ecosystem mode. Sixth one is a network mode. Seventh one is the thing you mentioned, physical infrastructure, right? And the eighth one, I would say, scale mode. You cannot be a single product company.
I think vertical products, you've got to really own full stack. I think it's harder otherwise to be a $10 plus billion dollar company. This is 20 VC with me, Harry Stebbings, and I'm so excited for the show today. I'm thrilled to welcome one of the best operated turned investors of the last two decades, Gokul Rajram.
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