Casual Year end chat with René Sellmann talking 2025 reflections, 2026 predictions, Moats and AI

from Heavy Moat Investments Podcast · host Heavy Moat Investments and René Sellmann

A few weeks ago I had a fun conversation with my friend René Sellmann reflecting on 2025, making some predictions about 2026 and talking about the impact of AI on software companies. Talking with René is always fun and insightful and this time we actually managed to stay (almost) within one hour! Enjoy our conversation and make sure to follow both of us on Substack and X. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit heavymoatinvestments.substack.com/subscribe

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This episode is 1 hour and 5 minutes long.

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This episode was published on January 14, 2026.

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