Enterprise startups should not rely on data network effects as a defensive moat and should focus on and invest in long-term defensibility from other areas (Andreessen Horowitz)

Andreessen Horowitz:
Enterprise startups should not rely on data network effects as a defensive moat and should focus on and invest in long-term defensibility from other areas  —  Data has long been lauded as a competitive moat for companies, and that narrative's been further hyped with the recent wave of AI startups.