hes board chair of openai and is ex co-ceo of salesforce, ex cto of facebook, can get a meeting with any exec in F500...
their moat is distribution
hes board chair of openai and is ex co-ceo of salesforce, ex cto of facebook, can get a meeting with any exec in F500...
their moat is distribution
> their moat is distribution
It is trust.
Everyone in the valley knows Bret Taylor and will back any project he does, even if the product has no distribution.
The same way everyone in the valley knows Naval Ravikant for example, angels and VCs will back any project he does even if his product has no distribution.
Is that really a moat though or something like a firehose of gasoline?
> Is that really a moat though or something like a firehose of gasoline?
It's a moat from a defensive perspective. It's a firehose from an offensive one. Outside state capture, most moats are both.
its a moat vs. other startups and it carried them to multi-B valuation
obviously the product needs to deliver and nrr needs to be good in the long run