Felicis founder Aydin Senkut: why moats are dead and alive

Aydin Senkut is the founder and managing partner of Felicis, the venture firm he started in 2006, with over $4B under management and early bets on Shopify, Notion, Canva, and Adyen. He was Google's first product manager and has been on the Forbes Midas list of top investors for 13 years running.In this episode of Summation, Aydin and Auren discuss:Why the best platform companies came from Ottawa, Sydney, and Amsterdam and not Silicon ValleyHow capital became a commodity and people are the only real moat leftWhy the trait he bets on is the willingness to reset your priorsHow defense went from an optional purchase to a matter of survivalYou can find Auren Hoffman on X at @auren and Aydin Senkut on X at @asenkut