What does blitzscaling look like when technology moats evaporate overnight?
Investor and author Chris Yeh (co-author of Blitzscaling) joins Puja to unpack Blitzscaling 2.0—why you still prioritize speed, when it’s rational to trade efficiency, and how real moats now come from network effects, adoption, and trust. We get practical on agent hype vs. reality, using AI for personalization over slop, prototyping to learn (not to impress), and what “responsible blitzscaling” means with simple Kant/Rawls tests.
Plus: Silicon Valley’s in-person edge, the 2026 memo to founders, and surviving any “AI bubble” by driving daily usage, not just demos.
Guest: Chris Yeh — investor, co-author of Blitzscaling, partner at Blitzscaling Ventures. Follow via chrisyeh.com.
00:00 Cold open: What Blitzscaling really means
02:18 Blitzscaling 2.0—principles that survive rapid change
08:45 Defining “scale” in the AI era (users, revenue, org)
14:22 Tech moats fade; business moats win (network effects)
19:40 Agents: hype vs. adoption; a simple agent that works
25:55 Marketing playbook: personalize > produce
31:10 Building trust at scale (leaders + AI)
36:42 Prototyping to learn: hypothesis first
41:10 2025 surprises; global pulse on AI
45:20 2026 memo: go deep on business context
49:40 Is there an AI bubble? Usage as the cure
54:05 Responsible blitzscaling (Kant & Rawls tests)
57:30 Closing + how to follow Chris
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