Ep. 127: Jim Ferry of Volition Capital | Moats, Defensibility and Investing in the Age of AI

Podcast: Private Equity Value Creation Podcast · Gordon Cheng

Opublikowano: 2026-05-08

On this episode, Jim Ferry, Partner at Volition Capital, shares how AI is reshaping the growth-stage investment landscape and what it means for the companies they back.Jim covers why employee count is no longer a reliable signal of company maturity, where real defensibility comes from when code itself is becoming a commodity, and what moats still hold up — from first-party data and proprietary integrations to network effects and systems of record. He also covers how founders can demonstrate AI fluency to investors and when to expect margin expansion from AI adoption.The information contained in this podcast is not in...