"Any feature we release, a competitor could release within two weeks."
@MatanSF (
@FactoryAI) on why the moat isn't software anymore.
@dsa (
@livekit) on building the framework for voice, video, and physical AI.
@gsivulka (@HebbiaAI) on what it takes to win in vertical AI.
They join
@jason on This Week in AI, Episode 11:
00:00 Intro & AGI debate
03:30 Factory: autonomy for software engineering
04:29 LiveKit: open source to ChatGPT voice
10:31 Hebbia: AI for capital markets
13:21 SpaceX-Cursor $60 billion deal breakdown
26:28 Moats in the age of vibe coding
38:10 Deterministic agents vs. open chaos
45:56 DeepSeek V4
01:05:23 OpenAI's spend problem
01:12:08 P-doom scores