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The 12-month window: why now is the moment for AI startups

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April 19, 20268 min read24,600 views
AIVCStrategyStartupsMarket Analysis
The 12-month window: why now is the moment for AI startups

Investor Elad Gil argues that AI startups have a narrow 12-month window to establish defensible positions before foundation model commoditization makes early moats irrelevant. The piece dissects which layers of the AI stack — data, workflow integrations, distribution — are most defensible as models converge.

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