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Defensibility

2 articles tagged Defensibility.

  1. · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 5 min read

    Gokul Rajaram's Eight Modes of Software Durability

    Gokul Rajaram outlines a framework for evaluating software defensibility in the AI era. He argues that pure software is vulnerable without proprietary data or deep workflow integration. The discussion covers the shift from seat-based to outcome-based pricing and the strategic necessity of multi-product portfolios.

  2. · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 5 min read

    AI SaaS Strategy: Defensibility, Margins, and Market Shifts

    An analysis of the SaaS landscape in the AI era, focusing on the decline of switching costs, the shift from seat-based to outcome-based pricing, and the strategic importance of proprietary data and network effects for durable enterprise value.