Wrote a piece this weekend - "The New Moat: Memory"

Memory challenges the frequently repeated Silicon Valley belief that AI lacks defensibility. 

Spend five minutes at a Bay Area investor dinner and you'll hear that take. That was lazy thinking.

Wrote a piece this weekend - "The New Moat: Memory"

Memory challenges the frequently repeated Silicon Valley belief that AI lacks defensibility. 

Spend five minutes at a Bay Area investor dinner and you'll hear that take. That was lazy thinking.

https://open.substack.com/pub/jeffmorrisjr/p/the-new-moat-memory

Managing Partner at Chapter One - www.chapterone.com - proud investor in Farcaster - Join /chapterone

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Love this take. Memory isn’t just a moat it’s the foundation for context, trust, and long-term utility in AI. Funny how people mistake fast demos for defensibility. The real game is compounding experience