Top Investor: AI Killed Most Moats. These 4 Still Work | Liz Christo, Partner @ Stage 2 Capital
Stage 2 Capital General Partner Liz Christo joins the show to discuss the disconnect between venture expectations and reality in the software market. The conversation covers the hidden costs of the new build versus buy debate, the structural changes happening within modern sales organizations, and whether traditional B2B SaaS go-to-market strategies and moats still matter when AI coding tools make software replication cheaper than ever.
Key Takeaways:
-The shift toward building internal AI tools instead of buying SaaS products overlooks long-term technical debt, as Liz Christo points out that…
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