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Sequoia's Pat Grady uses a Jeff Bezos framework to judge which AI startups will last.

Name: Sequoia's Pat Grady uses a Jeff Bezos framework to judge which AI startups will last.
Uploaded: 2026-11-05T16:31:39.000Z
Channel: Guillermo Flor
Description: Sequoia's Pat Grady uses a Jeff Bezos framework to judge which AI startups will last. There are two ways to become a freestanding giant: 1. Technology out: build something nobody else has, open it to developers. The moat is the ecosystem 2. Customer back: start from one customer and keep building…

This is a AI post classified by AGK Intelligence as AI business (an opinion), kept by the AI Radar because it carries real work, not commentary.

Sequoia's Pat Grady uses a Jeff Bezos framework to judge which AI startups will last. There are two ways to become a freestanding giant: 1. Technology out: build something nobody else has, open it to developers. The moat is the ecosystem 2. Customer back: start from one customer and keep building what they need. The moat is the relationship His examples: - Ineffable goes technology out - OpenEvidence goes customer back, owning the doctor's attention at the point of care He also thinks much of the labs' value today sits in the apps they built on top of their models. For Sequoia, small exi

Posted by Guillermo Flor (14k followers) 1 days ago · 0 likes · 218 views · view the original post on X. Kept by the AI Radar as AI business. Tools mentioned: theaiopportunities.com.

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