In short: Deiya's worked example of the software-defensibility test — not a position. Asked where a moat comes from now that production-ready code costs 90–95% less to write, he lists unique proprietary data, security/compliance and enterprise-grade features, integration depth, and "is there a real world component to it… helping the company with giant construction projects like a company like a Procore" — versus "purely a digital tool."
31:49of unique data? Do they collect their own data? Do they provide security compliance, enterprisegrade features? How deep are their integrations? Is there a real world component to it? Are they helping the company solve logistics issues or are they helping the company with giant construction projects like a company like a Procore for instance? Or is it just purely a digital tool? So for us the evaluation is an n of one.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.