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alyxya 11 hours ago

They have a moat defined by being well known in the AI industry, so they have credibility and it wouldn't be hard for anything they make to gain traction. Some unknown player who replicates it, even if it was just as good as what SSI does, will struggle a lot more with gaining attention.

baxtr 11 hours ago | parent [-]

Being well known doesn’t qualify as a moat.

mrandish 11 hours ago | parent [-]

Agreed. But it can be a significant growth boost. Senior partners at high-profile VCs will meet with them. Early key hires they are trying to recruit will be favorably influenced by their reputation. The media will probably cover whatever they launch, accelerating early user adoption. Of course, the product still has to generate meaningful value - but all these 'buffs' do make several early startup challenges significantly easier to overcome. (Source: someone who did multiple tech startups without those buffs and ultimately reached success. Spending 50% of founder time for six months to raise first funding is a significant burden (working through junior partners and early skepticism) vs 20% of founder time for three weeks.)

baxtr 10 hours ago | parent [-]

Yes, I am not debating that it gets you a significant boost.

I’m personally not aware of a strong correlation with real business value created after the initial boost phase. But surely there must be examples.