The Twenty Minute VC (20VC) · Monday, September 7, 2026
JD discusses the perception of the AI assistant market, noting that while some see it as commoditized, he views talking about 'moats' as a luxury. He believes success will come from deep product-market fit and attracting a large user base, rather than solely relying on defensibility at this stage.
“The truth is, I know what I'm building is a top-three priority at Google and Apple like in the next 12 months. Not a top-10 priority, like a top-three priority.”
“I think talking about moats is a little bit of a luxury. And you have to be more successful than townest today for it to matter.”
“My mindset right now is how do I get 100,000 or a million paying users? In a market that has a TAM of a billion potential, you know, paying users. Step one is like, you need we have to have really deep product market fit.”