E435: Why Most Companies Aren’t Ready for AI

2026-09-28 · 44 min · episode 435 · 7 entities

episode page audio

Asserted relationships

→ hosted by David Weisburd person

0.55

evidence rules-v5
Feed author/publisher: David Weisburd
→ discusses Business company

0.40

evidence rules-v5
Feed category: Business
→ discusses Investing concept

0.40

evidence rules-v5
Feed category: Investing

Entities found in this episode

concepts 3

mentioned Investing concept

0.50

evidence rules-v5
Feed category: Investing
mentioned Why Most Companies Aren’t Ready for AI concept

0.42

evidence rules-v5
E435: Why Most Companies Aren’t Ready for AI
discusses Investing concept

0.40

evidence rules-v5
Feed category: Investing

persons 2

mentioned David Weisburd person

0.70

evidence rules-v5
Feed author/publisher: David Weisburd
hosted by David Weisburd person

0.55

evidence rules-v5
Feed author/publisher: David Weisburd

companys 2

mentioned Business company

0.50

evidence rules-v5
Feed category: Business
discusses Business company

0.40

evidence rules-v5
Feed category: Business

Episode description as stored

Which competitive moats will actually survive the AI era? SC Moatti is Managing Partner at Mighty Capital and Board Chair at Products That Count. We break down what Mighty Capital learned from mapping 550 companies by defensibility, why traditional SaaS advantages like switching costs and data moats may be weakening, and why network effects and counter-positioning are emerging as powerful AI-era moats. We also discuss why SC disagrees with the conventional power-law approach to venture, how AI is transforming M&A and corporate innovation, the Product Alpha Effect behind Mighty Capital’s investment strategy, and what venture firms must change to survive the AI transition.