Whether in the form of network effects, switching costs, or economies of scale, moats are what ultimately...Consequently, not only do moats manifest differently, but at a minimum, they are 10x more difficult to...While we have numerous precedents and heuristics for understanding moats in traditional markets, we lack...Looking Ahead In summary, moats are hard to come by.

However, the “great deflation” will soon follow as enterprise moats erode, ceding ground to extremely...While moats within agentic frameworks are non-obvious, the TAM for web3 native agents appears a one-way...It blurs the edges between framework and model: Source: @0xKyle_ While I agree the “moats” for a core...

Tools & Datasets as Moats A ZEE can only be as good as the tools and data it has made available for...

A New Framework For Understanding Moats In Crypto Markets **(Delphi Research)** In an industry where...However, we currently lack the right frameworks for understanding moats, and downstream of this, where...

Crafting a Richer Developer Experience The developer experience is one of the most powerful moats for...

...fact, Sequoia now puts workflows above unique data assets as a primary source of competitive long term moats...in AI: “’The data moats’ are on shaky ground: the data that application companies generate does not...insurmountable moat, and the next generations of foundational models may very well obliterate any data moats...

While Enso’s moats aren’t clear at first glance, its defensibility lies in powerful network effects.

CAC) is also structurally lower for crypto apps As I outlined in A New Framework For Understanding Moats...As I mentioned in A New Framework For Identity Moats In Crypto Markets, when code is a commodity and...

...in action 🤯 pic.twitter.com/GBPBjsabFO — Witch (@0xwitchy) December 3, 2024 In an industry with few moats...OpenAI’s product releases have been historic, but the moats are tenuous – limited to capital, talent,...

In a world where agents – not humans – facilitate transactions, traditional moats will erode.

Two companies in America continue to argue for regulatory moats stay closed, stay proprietary....You can build moats around personalization.

With all this competition in place, proof markets can build moats to defend their market share....We like this strategy of building moats when proving costs could commoditize the market.

We didn’t have this notion of owning the piece of a model because everyone said there’s no moats and...

Ride-hailing is a sticky business with established leaders who enjoy strong moats.

Compute Because AI moats are actually shallower than web2 network effects, Big Tech is hoping to retain...is representative of the oligopoly profits these companies have attained through scale and capital moats...

As Michael Dempsey points out, moats in AI actually seem to decay much faster than their network-effect-enveloped...The Square is Filling Up It’s undeniable that the data, compute, and distribution moats of Big Tech are...These moats are reinforced by nation-state levels of investment and backed by political systems often...

However, we do know Big Tech will have to sprint to stay ahead of their rapidly decaying moats – especially...

Like if you’re Harvey legal tech or something, [00:34:49] Pondering Durian: where, where are like the moats...Layer Opportunities 24:39 – Agent Development Impact 29:16 – Model Quality Trade-offs 34:49 – Software Moats...

We didn’t have this notion of owning the piece of a model because everyone said there’s no moats and...

Rinko: I’m curious to hear Robbie, what you think here, because you’re the, you wrote the Bible on moats...I think frankly, at this point, no one’s really thinking about moats....And so, you know, moats aren’t really coming....Um, and when I was writing kind of the, that moats piece, that’s something that kind of came up is like...