Mary Meeker dropped 340 slides on AI. But only 10 matter if you're building something real. Here's the shortcut to what you need to know and how to act on it.
Thanks for this. I wasn't really looking forward to evaluating 340 slides.
Love this part: "Your technical moat is temporary. Someone will clone your AI features for pennies. So build moats that aren’t technical. Customer relationships, data, brand, network effects."
I literally wrote almost the same thing a few months back: the four moats are data, reputation, network, and infrastructure.
Appreciate you putting this summary together. I still need to go through MM’s deck but this is super helpful 🙌
Thanks Kieron glad you found it useful.
Very helpful
Thanks for this. I wasn't really looking forward to evaluating 340 slides.
Love this part: "Your technical moat is temporary. Someone will clone your AI features for pennies. So build moats that aren’t technical. Customer relationships, data, brand, network effects."
I literally wrote almost the same thing a few months back: the four moats are data, reputation, network, and infrastructure.
https://substack.jurgenappelo.com/p/the-four-moats-theory
Thanks Jurgen. Yes I firmly believe the shift from technical to relational moats needs to be taken more seriously.
I’m grateful for this, the report and slide deck were so damn long
Thanks Mike! That's why it took me a week to put this together 🤣
Nice run down on the MM slides.
Thanks Danny 🙏
I loved that report. So many great images and information.