Why Hardware Is Back in Vogue: Building Defensible Moats in the AI Era
As a former hardware founder turned VC, I’ve seen the binary risk of building in atoms. Here’s why hardware is the ultimate defensible moat in the AI era.
As a former hardware founder turned VC, I’ve seen the binary risk of building in atoms. Here’s why hardware is the ultimate defensible moat in the AI era.
It’s investing 101, and yet we’re failing as an asset class.
Ignoring the “boring” stuff is where founders create multi-million-dollar unforced errors.
A founder who’s all over it should have tight answers for all of these and more.
There’s so much to know and so many ways to know it, and yet it feels harder than ever.