00:00 – Why AI has killed the old competitive advantage
02:20 – Preview: lessons from Sophia's corporate AI workshop
04:40 – The real threat AI poses to your business
06:58 – Nike Run Club: how brand beats better tech
09:19 – Bloomberg Terminal and Peloton: data and community as moats
11:43 – 5 uncopyable assets every business needs
14:01 – Why big companies innovate too slowly
16:28 – How founders build brand and distribution from zero
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