Is Data the Moat for Your Business?

The hosts explore whether “data is the new moat” in SaaS and argues that data alone—especially customer data—is rarely defensible as extraction and migration get easier. Instead, moats increasingly come from clear product vision, differentiated approaches, integrated systems, and how well apps enable AI and humans to interact with structured data. They contrast niche SaaS with broad platforms like HubSpot and Salesforce, discuss pricing model changes driven by AI costs (moving beyond per-seat...