Blog
Notes on moats.
AI makes some advantages cheap to copy and makes others more valuable. One note per moat from our moat check: what changed, the signs to look for, and what to do about it.
- Erodes
Code and features are no longer a moat
If it can be described, it can increasingly be rebuilt by someone else. What to do when your product is easier to copy than it used to be.
3 min read
- At risk
Your know-how is a moat, until it walks out the door
Undocumented expertise is easy to lose and easy to imitate. Captured in your systems, it compounds.
3 min read
- Holds
Customer trust holds, and AI can buy you more time for it
People still buy from people they trust. AI can free up time for exactly that.
2 min read
- Holds
When building gets cheap, distribution is the moat
When building gets cheap, owning the path to your customers matters more.
2 min read
- Deepens
Proprietary data gets more valuable with every model release
Data only you have becomes more valuable once AI can put it to work.
2 min read
- Deepens
Domain expertise is slow to copy, and AI helps you scale it
Hard-won knowledge of a niche or regulated field is slow to copy, and AI helps you scale it.
2 min read