Founders, it’s ok to roll your eyes when a VC asks “what’s your technical moat?”
My take: technical moats no longer exist in software.
It used to be that you could launch a product with a technically capable team and enjoy a two to three-year advantage.
But now… there are
Category builder. GP @Felicis. Frmr CMO @yammer, @salesforce.2 IPOs | 3x CMO. Long @runwayml @supabase @armada_ai @motherduck @deepjudgeai @datologyai
Joined October 2010
- Big day: new @felicis $900M Fund 8, betting on super trust in the era of super capital + excited to welcome @vivfaga as our newest GP cc @weschan @speechu @victoriatr @nikipez via @Cookie techcrunch.com/2021/08/18/fel…
- I spend the majority of my time advising Founders on how to build out their marketing teams. So I wrote this a year ago, but still share it daily. @emergencecap emcap.com/thoughts/the-f…
- So excited to announce that Felicis is leading the Series C in @RunwayML! @c_valenzuelab, @agermanidis & @matamalaortiz are creating a paradigm shift for video creators everywhere.Big news for Runway today! We just raised $50M to continue building impossible things. What’s coming next 🧵 runwayml.com/blog/runway-ra…
- I’m thrilled that @felicis is leading the Series A in @datologyai! By focusing on data quality, not quantity, Datology transforms the economics and performance of AI with automated data curation. Honored to be working w/ @arimorcos, @hurrycane, @leavittron & the whole team!
- Me...heading into the weekend... Made with AI by @runwayml and the dream team led by @c_valenzuelab, @agermanidis, @matamalaortiz! @asenkut @felicis #maketheimpossible
00:00 - I’m excited to announce our investment in @motherduck and become a Mother Ducker😀! I've been so impressed with @jrdntgn, @thetinot and the entire @motherduck team and am thrilled to help them build the future of distributed data. Read more on why we invested:We’re excited to lead the Series B in @MotherDuck! This is a strong team building the world's best serverless data analytics platform. Read more from partners @vivfaga and @tecoker about why we invested: felicis.com/insight/mother…
- .@GirlsWhoCode is on track to teach 10,000 women coding skills -- and it's not stopping now: onforb.es/1PWXDZm
- Love the logo or hate it, the amount of debate around the design change shows just how much people love Slack. Enterprise software can be as loved as consumer.
- Wow. Every founder should read this. If you are building a product in a highly competitive market, there is a lot that you can take away from this. producthabits.com/my-billion-dol…









