Why Vertical Integration is the Only True Defensibility in AI

Moats have become much more discussed by aspiring startup founders with the growth of AI technologies. What will prevent you from facing endless competition?
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Moats have become much more discussed by aspiring startup founders with the growth of AI technologies. What will prevent you from facing endless competition?

I'm happy to share that Firgun is now more than 7,000 subscribers strong! Thank you for your support for the past 5 years. When you're doing something you love it doesn't feel like work.

Will Aliens be discovered in 2025? Who’s going to win the Nobel Prize? These are just some of the bets you can place in prediction markets like Polymarket or Kalshi

There’s this Louis CK bit from 2008 that’s been stuck in my head lately. He’s on Conan, talking about how we live in an incredible time but everyone’s miserable. He talks about being on a plane with WiFi, literally flying…

Last week the Internet crossed a dubious record: AI-generated content now outnumbers human-written content on the internet. Research analyzing material published between 2020 and mid-2025 indicates that machine learning tools overtook human-written work late last year. This overwhelming volume means…

The original version of the #FIRGUN newsletter was published on Linkedin. Sign up to get the next edition delivered to your inbox. In case you’re new here, the word “Firgun” pronounced ‘feer-goon’) is an informal modern Hebrew term and concept in…

I met an interesting startup founder yesterday. When he introduced himself, he said “I own a beauty salon”. His investor immediately chimed in and said “he’s being very humble. He is launching a tech enabled beauty salon chain and already…

It’s #Firgun time! The original version of Firgun was published on LinkedIn. Subscribe to get the next edition in your inbox. In case you’re new here, the word “Firgun” (pronounced ‘feer-goon’) is an informal modern Hebrew term and concept in Israeli…

“When people get very excited, as they are today about AI for example, **every experiment gets funded, every company gets funded — the good ideas and the bad ideas — and investors have a hard time, in the middle of…

This newsletter was originally published on Linkedin. Subscribe to get the next edition in your inbox. In case you’re new here, the word “Firgun” (pronounced ‘feer-goon’) is an informal modern Hebrew term and concept in Israeli culture (originally Yiddish), which describes…
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