What podcasts say about SC Moatti

Every statement, with the speaker, the exact quote and the moment it was said.

What SC Moatti has said on podcasts

15 statements · 9 positive · 1 negative · 5 neutral

on AI competitive moatsPositiveSep 28, 2026· How I Invest with David Weisburd
AI moats rely on network effects and counterpositioning rather than SaaS-era switching costs or data.
“the moats that work in AI are completely different than the moat that worked in the SaaS era of switching costs and a data moat. It's really network effect and counterpositioning.”
Listen at 1:24
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on AI platform shiftNeutralSep 28, 2026· How I Invest with David Weisburd
The AI platform shift will last approximately 10–15 years.
“the AI platform shift is going to be a long one. It's going to be like 10, 15 years.”
Listen at 2:30
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on IPO marketNegativeSep 28, 2026· How I Invest with David Weisburd
The number of IPOs is declining.
“there are fewer and fewer IPOs”
Listen at 2:46
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on IPO marketNeutralSep 28, 2026· How I Invest with David Weisburd
The IPO market’s practical size threshold has shifted to $10 billion or more.
“the market has shifted to $10 billion and up”
Listen at 4:09
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on IPO thresholdNeutralSep 28, 2026· How I Invest with David Weisburd
Companies may need $30–50 billion in value before pursuing an IPO.
“folks who wanna go IPO, they need to generate maybe more like $30, $50 billion worth of value before they consider an IPO.”
Listen at 4:16
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on NVIDIA-Groq licensing dealPositiveSep 28, 2026· How I Invest with David Weisburd
NVIDIA licensed Groq in a $20 billion transaction.
“NVIDIA licensed Groq for $20 billion.”
Listen at 4:33
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on M&A transactionsNeutralSep 28, 2026· How I Invest with David Weisburd
Most M&A transactions occur between $100 million and $1 billion.
“Most M&A happen in the $100 million to $1 billion range.”
Listen at 6:00
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on Power-law venture strategyPositiveSep 28, 2026· How I Invest with David Weisburd
Power-law venture strategies can generate returns.
“the power law strategy is a strategy that works”
Listen at 6:20
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on AI-native company acquisitionsPositiveSep 28, 2026· How I Invest with David Weisburd
Large companies must acquire AI-native firms to accelerate growth, cultural change, and product innovation.
“they have to go and acquire AI-native companies so that they can grow faster, so that they can change the culture internally faster, overcome resistance, do more product innovation better and faster.”
Listen at 7:12
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on Product innovationPositiveSep 28, 2026· How I Invest with David Weisburd
Product innovation is a bigger stock-performance driver than financial engineering.
“the biggest driver of stock performance is product innovation as opposed to financial engineering”
Listen at 8:06
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on Sustained product innovationPositiveSep 28, 2026· How I Invest with David Weisburd
Sustained product innovation drives stock appreciation more than EBITDA margins.
“what drives the Stock appreciation is the repeat, predictable, sustainable ability to innovate in product as opposed to the EBITDA margins and so on and so forth.”
Listen at 8:14
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on Product innovationPositiveSep 28, 2026· How I Invest with David Weisburd
Greater product innovation drives investment alpha.
“better product innovation, more product innovation, is what drives alpha in investment.”
Listen at 14:24
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on Mighty Capital product-alpha strategyPositiveSep 28, 2026· How I Invest with David Weisburd
Mighty Capital’s product-alpha strategy is outperforming.
“The strategy itself is definitely outperforming.”
Listen at 15:02
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on Career reinvention cycleNeutralSep 28, 2026· How I Invest with David Weisburd
Workers may need to reinvent themselves approximately every two years.
“if I was gonna take a guess at it today, I would say it's probably like maybe 2 years.”
Listen at 42:12
Open the episode · E435: Why Most Companies Aren’t Ready for AI
on Career developmentPositiveSep 28, 2026· How I Invest with David Weisburd
Career success begins with demonstrating results using clear, objective criteria.
“building career success, I would say, starts with finding ways to prove success on really black and white criteria”
Listen at 42:46
Open the episode · E435: Why Most Companies Aren’t Ready for AI

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.