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Brian Balfour, Founder & CEO of Reforge and former VP of Growth at HubSpot, joins Mostly Growth to explore why product-market fit is a moving target. He introduces the concept of the Product-Market Fit Treadmill, a state where rising customer expectations and competitive pressure make it harder than ever to stay ahead. Brian breaks down how AI has accelerated PMF collapse, explains the hidden costs of product adoption, and shares how Reforge shipped five AI-native products with a team of just 20 people. Packed with frameworks, strategic insight, and startup realism, this episode is essential listening for product leaders, operators, and founders navigating the next wave of GTM.—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Mostly Metrics: https://www.mostlymetrics.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Growth Unhinged: https://www.growthunhinged.com/Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/Brian Balfour: brianbalfour.comBrian on LinkedIn: https://www.linkedin.com/in/bbalfour/Slacker Stuff: https://www.slackerstuff.com/Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/https://brianbalfour.com/four-fits-growth-frameworkhttps://x.com/amasad/status/1981201454032703662?s=46https://getlatka.com/companies/firefliesaihttps://x.com/rowancheung/status/1988218743952916537?https://gamma.app/insights/how-we-built-a-usd100m-business-differently—RELATED EPISODES:When the marketing math doesn't math | with Emily Kramerhttps://youtu.be/sSuoV_YSrlwWhy Founders Are Posting Sad Dinnershttps://youtu.be/Zl6NSIHF2Gk—TIMESTAMPS:00:00:00 Preview and Intro00:01:51 Sponsors – Pulley, Metronome00:04:11 Introducing Brian Balfour & Reforge background00:07:22 Evergreen frameworks & Four Fits resurgence00:11:01 PMF treadmill and rising expectations00:14:26 AI shocks and PMF collapse (Chegg)00:16:43 CRM expectations & AI-native workflows00:20:44 R&D as ongoing cost to serve00:22:26 Customers buying based on future product velocity00:24:32 Communicating rapid releases & driving adoption00:25:17 Reforge's expanding AI product suite00:27:52 Product delivery vs. product adoption bottlenecks00:29:32 Platform distribution shifts introduction00:30:51 Evaluating emerging platforms00:32:04 The open → close platform cycle00:33:31 Moats, escape velocity & platform dominance00:36:32 Choosing major vs. emerging platforms00:40:22 ChatGPT dominance in AI discovery00:42:16 Hiring, resumes & filtering AI-generated applications00:43:30 AI note-taking market & “Flintstoning”00:47:03 Trying Gamma & AI-generated presentation tools00:50:08 AI onboarding innovations (WhatsApp agent)#MostlyGrowthPodcast #ProductMarketFit #BrianBalfour #StartupStrategy #Reforge This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 12 slate of games! Moats is then joined by, TaNeisha from @ReallyFlawed for "Victory Formation" to preview the Steelers vs Bears week 12 matchup plus more!
Retired Steelers Linebacker, Arthur Moats, starts the show recapping the action from around the NFL's week 11 slate of games! Moats is then joined by Steelers alumni, Terence Garvin, to recap the Steelers vs Bengals matchup!
One characteristic of our industry is disappearing moats. After a brief overview of the fourteen moats we've lost from 1965 to today, we'll look at what turf we really have left to defend and what the future will look like if we get this right. It'll be very different, and you'd better get ahead of it.
This week's podcast is about my trip to Xiaomi, Unitree and iQIYI.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.---------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
Jeremy Au outlines why founders must choose a single 10x advantage and commit to it. He explains how products win by being better or faster or cheaper than the status quo and why unfair advantages are required to defend that lead. He also highlights the Southeast Asian invention of the USB thumb drive as a case where a first mover delivered a better experience but still lost when fast followers and scale overtook them. 01:00 Spotify provides 10x better quality: Unlimited access to any song in any order is a better experience than CDs or using Napster or Kazaa. 04:45 Uber creates a 10x faster experience: Seeing when a car will arrive removes waiting uncertainty and feels much faster than waving for taxis or calling for bookings. 06:00 SpaceX wins by being 10x cheaper: The cost of sending one kilogram to space dropped from about 30,000 dollars to about 500 dollars and continues to fall. 09:00 Six unfair advantages that protect a 10x lead: Startups defend their position through first mover advantage, network effects, economies of scale, intellectual property, regulatory protection, and scarce expert teams. These moats determine whether a company can keep its 10x advantage as competitors enter. 14:00 Thumb drive first mover but lost advantage: Henn Tan, founder of Trek 2000 and creator of the USB thumb drive, built a better file transfer experience but lost his lead because patents were not enforced globally, fast followers copied cheaply, and competitors gained scale and network effects. Watch, listen or read the full insight at https://www.bravesea.com/blog/first-mover-loses Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts #10xStrategy #StartupMoats #BetterFasterCheaper #FounderInsights #SEATech #InnovationFrameworks #FirstMoverVsFastFollower #TechCaseStudies #VentureThinking #BRAVEpodcast
⭐️ Join George Galloway for the 500th episode of The Mother of All Talk Shows! A milestone night of fearless journalism, sharp debate, and no-holds-barred truth-telling — live on all platforms.From the ghost of Jeffrey Epstein haunting Washington's elite to the swamp of Ukraine's corruption, we're breaking down the stories the mainstream won't touch.
Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 11 slate of games & discussing the Steelers signing Asante Samuel Jr.! Moats is then joined by, TaNeisha from @ReallyFlawed for "Victory Formation" to preview the Steelers vs Bengals week 11 matchup plus more!
Deedy Das, Partner at Menlo Ventures, returns to Latent Space to discuss his journey from Glean to venture capital, the explosive rise of Anthropic, and how AI is reshaping enterprise software and coding. From investing in Anthropic early on when they had no revenue to managing the $100M Ontology Fund, Das shares insider perspectives on the fastest-growing software company in history and what's next for AI infrastructure, research investing, and the future of engineering. We cover Glean's rise from “boring” enterprise search to a $7B AI-native company, Anthropic's meteoric rise, the strategic decisions behind products like Claude Code, and why market share in enterprise AI is shifting dramatically. Das explains his investment thesis on research companies like Goodfire, Prime Intellect, and OpenRouter and how the Anthology Fund is quietly seeding the next wave of AI infra, research, and devtools.
This week's podcast is about AI Agents transforming ecommerce. Likely all commerce.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the McKinsey article I mentioned:The agentic commerce opportunity: How AI agents are ushering in a new era for consumers and merchantsHere is the BCG article I mentioned:When Brands Meet AI Bots: Customer Experience in the Era of Agents-------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show
Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 10 slate of games! Moats is then joined by, TaNeisha from @ReallyFlawed for "Victory Formation" to preview the Steelers vs Chargers week 10 matchup plus more!
In this week's episode: Episode 100: reflections from 100 episodes. Blackbird funds change hands at steep discounts, rattling investors. How Australia's top VCs are rethinking startup moats. Sharts. hello@tribeglobal.vc
Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers vs Colts week 9 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!
Retired Steelers Linebacker, Arthur Moats, starts the show making his picks for the NFL's week 9 slate of games and giving his thoughts on the Steelers trading for Patriots DB Kyle Dugger! Moats is then joined by, TaNeisha from @ReallyFlawed for "Victory Formation" to preview the Steelers vs Colts week 9 matchup plus more!
AI Unraveled: Latest AI News & Trends, Master GPT, Gemini, Generative AI, LLMs, Prompting, GPT Store
A speculative but grounded discussion on how companies should be restructuring their R&D and product teams today to capitalize on a future with highly capable agents.Welcome to AI Unraveled, Your daily briefing on the real world business impact of AI.Today, we go beyond the immediate quarter and focus on long-term strategic survival.When you operate at the executive level, you know the competitive "moat" built on data or scale is dissolving. This special episode is dedicated to the most critical question facing every CTO and investor: What happens after AGI?We're breaking down the article, "Beyond Moats: Analyzing the Next Wave of Post-AGI Business Models." We reveal how competitive advantage shifts entirely, forcing companies to pivot from gathering data to structuring proprietary workflows and coordinating autonomous agent fleets.This is not a theoretical discussion; it is a roadmap for future proofing your enterprise.Before we dive in, we have a critical message for the enterprise builders listening:
This week's podcast is the first in a series about AI infrastructure. Both capabilities and costs.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the article on the Agentic AI Operating Basics, which I wrote up last week.The GenAI / Agentic Operating Basics (Tech Strategy)Here is the Huawei whitepapers related to AI Data CentersAI-Ready Data Infrastructure Reference Architecture White Paperhttps://e.huawei.com/en/forms/2024/solutions/data-storage/ai-ready-data-infrastructure-white-paperAI Data Center Facility Reference Designhttps://digitalpower.huawei.com/upload-pro/index/index/Huawei-AI-Data-Center-Reference-Design.pdfHere are the slides from the mentioned Huawei whitepaper.-------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals.01:25 Debating the Existence of Moats04:01 Intangible Asset Moats: Apple and Nike15:12 Pharmaceutical Moats and Patent Protection16:42 Cost Advantages and Efficient Scale24:13 Amazon's Distribution Network Moat24:44 The Amazon Shopping Experience26:05 Amazon's Cost Advantage and Business Model28:18 Switching Costs and Market Stickiness29:12 Shopify's Role in E-commerce31:15 The Risk of Complacency in Companies with High Switching Costs36:59 Network Effects in Business43:55 The Importance of Competitive AdvantagesCompanies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
Retired Steelers Linebacker, Arthur Moats, starts the show discussing the action from the NFL's week 7 slate of games! Arthur then finishes the show being joined by Steelers alumni, Terence Garvin, to discuss the action from around the NFL's week 7 slate of games, the upcoming Packers matchup plus more! Moats finishes the show answering questions from Steelers Nation!
On this show we talk about all sorts of fun stuff... Louvre Robbery Thoughts AI Smokescreen 4 Moats of Business Italy Trip Recap Let's Go!
Find me on Substack: https://bogumilbaranowski.substack.com/Ritavan is a bestselling author of "Data Impact," former CTO, and data transformation expert with a decade of operating experience across sectors including banking (Société Générale), energy trading, consulting, and real estate technology, who advocates for treating digital initiatives like value investments rather than following technology trends.EPISODE NOTES3:00 - Ritavan shares the fascinating story behind having only one name—his grandfather's generation dropped last names as part of a social reform movement to combat caste-based discrimination in India, as colonial systems had turned last names into markers of social hierarchy.7:30 - Early career journey spans math research in Paris at École Normale Supérieure, market risk at Société Générale during the 2008 financial crisis obsession, and energy trading where he cleared his trading exam within six weeks despite not knowing what a megawatt was.13:45 - The core thesis emerges: following technology trends destroys business value. Ritavan argues that constantly chasing AI, cloud, or the latest tech is like an investor jumping between market fads—you're not playing the long game or building real competitive advantage.20:30 - Revolutionary perspective on value creation paradigms throughout history: hunter-gatherers relied 40-60% on traps (automation), agriculture depended on land, industrial age on machinery and raw materials, while the digital paradigm offers zero replication costs and near-zero personalization costs.27:00 - Introduces the SLASOG framework: Save (capital preservation, avoid groupthink), Leverage (find asymmetric opportunities), Align (commander's intent), Simplify (remove clutter), Optimize (maximize returns), Compound (play the long game), Keep (retain gains).36:30 - Roger Federer insight: He won only 54% of points but 80% of games due to tennis's nonlinear scoring system—a powerful metaphor for business success requiring asymmetric opportunities, not perfection.41:00 - Teaching the first LLM-native college students: Traditional assessment is obsolete when AI can summarize and synthesize better than humans. The solution? Open-ended problems with no single answer, forcing genuine creativity and collaboration.48:30 - Napoleon's battlefield genius: treating each battle from first principles, understanding the system, finding nonlinear advantages, and pioneering "commander's intent"—ensuring even illiterate foot soldiers understood strategic goals, not just tactical orders.54:45 - The North Star metric concept: Legacy businesses obsess over EBIT (backward-looking), but digital-age companies need forward-looking metrics that quantify customer value delivery to enable rapid adaptation and compounding gains.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
What happens when the biggest technology trend is built on economics that don't make any sense when viewed end-to-end? Eventually, some aspect has to change, but which one? SHOW: 968SHOW TRANSCRIPT: The Cloudcast #968 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[TestKube] TestKube is Kubernetes-native testing platform, orchestrating all your test tools, environments, and pipelines into scalable workflows empowering Continuous Testing. Check it out at TestKube.io/cloudcast[Interconnected] Interconnected is a new series from Equinix diving into the infrastructure that keeps our digital world running. With expert guests and real-world insights, we explore the systems driving AI, automation, quantum, and more. Just search “Interconnected by Equinix”.SHOW NOTES:Tokens are getting more expensiveNvidia Earnings, Moats and China, Nvidia vs. the AI LabsOracle Assures Investors on AI Cloud Margins as It Struggles to Profit From Older Nvidia ChipsWHERE ARE THE BIGGEST AI RISKS?Jensen Huang (NVIDIA CEO) is convinced that the future will be built on always having the most advanced GPUs and Frontier Models. Oracle is telling investors that they will significantly increase profit margins between now and 2028-30, although they have low margins now and they don't make high margins on older chipsThe economics of AI (reasoning models, high#s of AI tokens) is in contrast to the established SaaS business model.Right now everything AI-associated has a high valuation, but these forces are working against each other. Which one is going to give first? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod
This week's podcast is a summary of my approach to digital strategy.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.The two key strategy questions are:Where to play?How to win?The four topics discussed are:Digital Growth StrategyValuation: Measuring and Managing the Value of Companies (Wiley Finance) 8th EditionProfit from the Core: A Return to Growth in Turbulent Times Hardcover – Illustrated, January 26, 2010Operating Performance: Get smarter faster better (DOB and Tactics)Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AIMy Playbook for Data-Empowered Operations (2 of 2) (Tech Strategy)The GenAI / Agentic Operating Basics (Tech Strategy)Cx and Constant Customer Improvements (DOB2)Moats and Structural Advantages (my area)The mentioned graphics are here.——–I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers vs Bengals week 7 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!
Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers 23-9 win vs the Browns in their week 6 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!
How do you go from a scrappy B2B SaaS with early traction… to a repeatable, scalable growth machine?In this episode, we sit down with EVP's Allen Zhu — founder-turned-PM-turned-investor — to unpack the go-to-market playbook for scaling from 1 to 10. We dive into how top SaaS companies segment their market, fund sales and marketing early, and build moats that compound.Allen shares real examples from EVP's portfolio (including Nexl) and explains how segmentation, workflow-driven expansion, and smart early investment helped them scale fast without burning cash.Tune in and learn:+ How segmentation drives efficiency — and the Nexl case that proves it+ The “self-funding” model for early sales & marketing investment+ Product expansion frameworks: follow the workflow, then follow the money+ How to build switching-cost moats and pre-board ROI for enterprise dealsThis is a must-watch for any B2B marketer or founder navigating the jump from early traction to scalable growth.-----------------------------------------------------
Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers 23-9 week 6 win over the Browns! Moats then talks about the action from the NFL's week 6 slate of games! Arthur finishes the show answering questions from Steelers Nation!
This week's podcast is a plan for building an Agentic AI operating model.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here are the mentioned articles. A lot of this thinking is from these McKinsey articles.The agentic organization: Contours of the next paradigm for the AI eraThe change agent: Goals, decisions, and implications for CEOs in the agentic ageHere are the building blocks for an Agentic AI Operating Model:Operating model. Based on AI-first work flows. With agent teams as the building blocks. Plus orchestration of agent teams.Hybrid workforce, with new talent profiles.Technology and dataGovernance -----------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
Christoph Gerber, Gründer von Talon.One und Mitgründer von Lieferando, spricht über die wichtigsten KI-Thesen für Software-Startups in 2025. Mit über 300 Mitarbeitern, knapp 300 Kunden wie Adidas, H&M und Sephora, und einem 135 Millionen Funding im Rücken teilt er praxisnahe Insights: Warum Vertrauen wichtiger als Hype ist, wie man wertbasiertes Pricing umsetzt und warum Performance unter Last nicht verhandelbar ist. Die 7 Thesen: Vertrauen schlägt Hype: KI beschleunigt Workflows Ersetzt keine Beziehungsarbeit Warum Vertrauen Zeit braucht Pricing wertbasiert denken: Weg von Seat-Based Hin zu messbarem Kundennutzen Die richtige Preisstrategie finden Moats durch tiefe Integration: Verteidigbarkeit in der Kerninfrastruktur Nicht in losen Apps Warum Switching Costs wichtig sind Buy oder Build bewusst wählen: Software kaufen wo es Tempo bringt Mini-Apps bauen wenn intern schneller Die richtige Balance finden Go-to-Market bleibt der Engpass: Security, Compliance, Procurement Verschwinden nicht durch KI Warum Sales entscheidend bleibt Produktivität vor Personalabbau: Mehr Output mit bestehendem Team KI als Enabler Die richtige Balance finden Performance unter Last: Latenz und Zuverlässigkeit nicht verhandelbar Skalierung als Herausforderung Warum Qualität entscheidend ist ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch Mehr zu Christoph: LinkedIn: de.linkedin.com/in/christophgerber Website: https://www.talon.one/ Mach mehr aus deinem Geschäftskonto: Bis zu 4% Jahreszins auf dein Guthaben bei Vivid Business: unicornbakery.de/vivid Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/ Kapitel: (00:00:00) Die 7 Thesen (00:03:31) Value-Based Pricing im KI-Zeitalter (00:15:20) Moats durch tiefe Integration (00:27:40) Buy vs. Build: Mini-Apps & Core (00:41:15) Go-to-Market & Enterprise Sales (00:50:30) Produktivität vs. Personalabbau (00:56:10) KI-Strategie & Organisationsentwicklung (01:03:00) Key Learnings
Retired Steelers Linebacker, Arthur Moats, starts the show discussing the action from the NFL's week 5 slate of games! Moats then talks about the top college QB prospects and how they performed in week 6! Arthur then finishes the show being joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the action from around the NFL's week 6 slate of games, the upcoming Browns matchup plus more! Moats finishes the show answering questions from Steelers Nation!
On this week's episode of Passive Income Playbook, Pascal Wagner interviews Peter Sack. They dig into why Chicago Atlantic targets underserved private credit niches, especially state-by-state cannabis lending where limited competition can mean first-lien structures at lower leverage with mid-teens to ~20% returns, plus classic lender protections. Peter explains how regulatory moats, disciplined underwriting, and downside focus beat “sexy” equity stories, and how potential legalization would likely trigger refinancings, prepayment fees, and warrant upside rather than harm. They also compare private funds to public options through Chicago Atlantic's BDC and mortgage REIT tickers, LIEN and REFI, and outline what LPs should evaluate in credit managers from lien position to non-accruals and third-party administration. Peter SackCurrent role: Managing Partner, Chicago AtlanticBased in: Miami, FloridaSay hi to them at: https://www.chicagoatlantic.com/ | LinkedIn | investors@chicagoatlantic.com This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers vs Vikings week 4 matchup! They then discuss the top college Quarterback prospects' performances in week 5 of college football and who stood out! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!
Retired Steelers Linebacker, Arthur Moats, starts the show discussing what stood out to him in the Steelers 24-21 win vs the Vikings in week 4! Moats then talks about the action from around the NFL in week 4! Arthur then finishes the show being joined by Steelers alumni and current Defensive Coordinator of Norfolk State University , Terence Garvin, to discuss the Steelers win vs the Vikings, the action from around the NFL, the upcoming bye week plus more!
This week's podcast is a summary of my visit to the Tencent Cloud Data Ecosystem Summit in Shenzhen.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.--------I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.Support the show
Most SaaS founders struggle to break through the noise in an increasingly commoditized market. With everyone using the same cold email tools and personalization tactics, how do you actually stand out and scale to eight figures? In this presentation from Founder's Summit (December 2024), Nathan Latka—who's deployed $180 million across 519 SaaS deals—reveals the three proven moats that separate $10M+ companies from the rest. These aren't theoretical frameworks; they're real playbooks with actual revenue data from companies that have cracked the code. Key Highlights: 02:57: The three moats that work best for the future06:14: Build social proof monuments 11:22: How Odoo undercuts Shopify 17:04: Turn free users into marketing armies16:01: The winning strategy Resources:
Imran and Qiao are back to chat about the current state of the crypto market.No BS crypto insights for founders.(00:00) Intro(01:05) We're Back(02:25) Where Are We In This Cycle?(04:31) AI and Stock Market(06:27) AI Bubble(10:15) Energy Consumption and Production(16:34) China and US Innovation(17:44) Aster(18:52) Hyperliquid and Aster Competition(22:48) Proxy Wars in Crypto(26:33) Future of Crypto Exchanges(27:32) Binance vs Solana(32:59) Moats in Crypto(33:43) Crypto Lending(35:25) TradFi Banking and Crypto Custody(36:48) Social Aspect in Crypto(38:09) AI Glasses and Social Media(45:05) Waymo and Robo Taxis(49:10) Prediction Markets(50:54) Kalshi and PolyMarket Competition(55:27) Convergence of Speculative Markets(57:35) twocents.social(59:00) Overheard(01:02:08) DATs(01:05:26) Stripe and Stablecoins(01:07:10) Genius Act and New Stablecoins(01:07:43) Stablecoin as a Micropayment(01:11:23) Pump and Streaming(01:14:53) Apps to Watch(01:17:12) Stablecoin Growth(01:19:11) Stablecoin Startups in Different Regions(01:20:05) Novel Ideas for Startups(01:24:03) Wen Cycle Top?Spotify: https://spoti.fi/3N675w3Apple Podcast: https://apple.co/3snLsxUWebsite: https://goodgamepod.xyzTwitter: https://twitter.com/goodgamepodxyzWeb3 Founders:Apply to Alliance: https://alliance.xyzAlliance Twitter: https://twitter.com/alliancedaoDISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.
Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to give their thoughts on the Steelers vs Patriots week 3 matchup! Afterwards, Moats and TaNeisha finish the show answering questions from Steelers Nation!
Retired Steelers Linebacker, Arthur Moats, starts the show discussing the college QBs that the Steelers could potentially draft in 2026 to see who's impressing! Moats is then joined by, Tyler Candelaria, to discuss how the Steelers have performed through 3 games and what he's expecting from the Steelers in Ireland! Arthur then finishes the show discussing how ESPN has the Steelers ranked and answering questions from Steelers Nation!
Retired Steelers Linebacker, Arthur Moats, starts the show discussing what stood out to him in the Steelers 21-14 win vs the Patriots in week 3! Moats then talks about the action from around the NFL in week 3! Arthur then finishes the show being joined by Steelers alumni and current Defensive Coordinator of Norfolk State University , Terence Garvin, to discuss the Steelers win vs the Patriots, the action from around the NFL, the upcoming Ireland game plus more!
Retired Steelers Linebacker, Arthur Moats, starts the show discussing the AFC North and opening up the phone lines to Steelers Nation to talk about the Steelers through 2 weeks! Moats is then joined by TaNeisha from @reallyflawed for "Victory Formation" to preview the Steelers vs Patriots week 3 matchup plus more!
Retired Steelers Linebacker, Arthur Moats, starts the show discussing his picks of the week for the NFL's upcoming games and which College QBs to watch for this weekend! Moats is then joined by Steelers Punter, Corliss Waitman, to discuss his journey to the Steelers, his punting competition this year, him producing music plus more! Moats finishes the show answering questions from Steelers Nation!
Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers vs Seahawks week 2 matchup! Moats, is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University , Terence Garvin, to discuss the Steelers loss vs the Seahawks and what stood out to him around the NFL's week 2 slate of games! Afterwards, Arthur, finishes the show answering questions from Steelers Nation!
Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers injury report and the college QB prospects to watch for in week 3! Moats is then joined by Steelers Rookie 5th Round Draft pick, YahYa Black, to talk about his journey to the NFL, adjusting to Pittsburgh, playing in his 1st ever NFL game plus more! Arthur is then joined by TaNeisha from @reallyflawed for "Victory Formation" to preview the Steelers vs Seahawks week 2 matchup plus more!
Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers signing Jabrill Peppers and his potential impact! Moats then looks at the AFC North to see how the Division did in Week 1! Moats, is then joined by Steelers alumni and current Defensive Coordinator of Norfolk State University, Terence Garvin, to discuss the Steelers week 1 win vs the Jets, Jabrill Peppers signing, the Seahawks matchup plus more! Moats finishes the show answering questions from Steelers Nation!
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Retired Steelers Linebacker, Arthur Moats, starts the show discussing Jaylen Warren signing a new contract extension with the Steelers and the NFL Top 100 players list! Moats finishes the show answering questions from Steelers Nation!
Retired Steelers Linebacker, Arthur Moats, starts the show discussing the Steelers 2025 Team Captains, the injury report, which College QBs he'll be watching in week 2, plus more! Moats is then joined by TaNeisha from @reallyflawed for "Victory Formation" to preview the Steelers vs Jets week 1 matchup plus more! Moats finishes the show answering questions from Steelers Nation!
Retired Steelers Linebacker, Arthur Moats, & TaNeisha from @ReallyFlawed do a joint live stream to discuss the top college Quarterback prospects' performances in week 1 of college football! They then give their thoughts on the Steelers initial 53-man roster and 16-man practice squad! Moats and TaNeisha finish the show answering questions from Steelers Nation!