a16zPodcast

Navigating AI Market Structure and Defensibility

5 min read·saves 46 min vs the 51-min Podcast
Featuring David Haber, Alex Rampell, Erik TorenbergListen to the full episode
The takeaway

Founders must recognize that AI enables software to perform work (labor) rather than just facilitate it (IT). While differentiation is easier via model capabilities, defensibility still rests on traditional foundations like systems of record, workflow ownership, and scale effects.

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