AI startup Town founder on surviving big labs: plan around customers, not OpenAI

KateClarkTweets · x · 2026-11-06

At WSJ Tech California, Town CEO Julien Ghenez addressed the question every AI app founder gets: what stops OpenAI, Anthropic or Google from crushing you?

His answer: don't plan around what the labs might build—plan around customers. Three principles:

He admits competing with suppliers is risky, but argues customer focus is the more durable moat.

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