Share this postCopy linkFacebookEmailNotesMoreVConVC PodcastJennifer Savage, Partner Illuminate Ventures and Xuhui Shao, Managing Partner Foothill Ventures0:00Current time: 0:00 / Total time: -16:12-16:12Paid episodeThe full episode is only available to paid subscribers of VConVCSubscribe to listenJennifer Savage, Partner Illuminate Ventures and Xuhui Shao, Managing Partner Foothill VenturesHorizontal versus Vertical AI and Defensible AI Moats in B2BPemo TheodoreMay 23, 2025∙ PaidShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inVConVC PodcastConversations not a Manifesto!Conversations not a Manifesto!SubscribeListen onSubstack AppRSS FeedAppears in episodePemo TheodoreRecent EpisodesSydney Thomas, Founding Partner Symphonic Capital and Shruti Shah Partner Symphonic Capital Jun 16 • Pemo TheodoreAmit Patel Managing Director Owl Ventures and Rishi Taparia Pre-seed Investor Garuda Ventures Mar 10 • Pemo TheodoreDuncan Davidson, Founding Partner Bullpen Capital and Danny Brown, Partner MaC Venture Capital Feb 24 • Pemo TheodoreDave McClure, Founding Partner Practical Ventures & Ben Narasin, Founding Partner Tenacity Ventures Secondary MarketsFeb 10 • Pemo TheodoreDavid J. Blumberg, Founder/Managing Partner Blumberg Capital and Jay Eum, Founding Manager GFT Ventures Feb 3 • Pemo TheodoreCindy Padnos, Illuminate Ventures and Itamar Novick Recursive Ventures: B2B AI InvestingJul 1, 2024 • Pemo Theodore