Crunchbase NewsArticle
The Only 2 Moats That Actually Work In The AI Era
This is the 'AI is just a feature' thesis, and it's been true for two years. The real question for founders is whether your specific application of AI creates a moat that competitors can't copy. If you're building on a frontier model like Claude, you're exposed to whatever the model provider does next. Counter-positioning (doing things differently, not better) and network effects (getting better as you grow) are real moats, but they're not specific to AI. The take-home: if your entire moat is inference speed or model quality, you're already cooked.