What if the strongest moats in the AI era aren't algorithms, but the data those algorithms depend on?
In the second episode of the Consumer Tech Napkin series, Andreas Munk Holm speakes with Renato Circi and Rafaël Michali, Co-Founders at Sava, and Joe Seager-Dupuy, Director, Investment at True, to discuss how founders should think about defensibility when technology is becoming easier to build.
SAVA is developing advanced biosensing technology designed to access bodily information in a painless, real-time and affordable way.
Their core belief is that while AI may accelerate software development, the hardest problems and the most valuable companies will be built around scarce data, difficult infrastructure and bottlenecks that cannot easily be replicated.
Together, they explore what separates static moats from dynamic ones, why patents and regulatory approvals are often just the starting point and how the best companies create advantages that strengthen as they scale.
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Consumer Tech Napkin is brought to you in partnership with True.
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