
Clouded Judgement 5.30.25 - Moats in the Age of AI


If the blockchain and AI take hold, those moats will no longer be data and content creation. Which seems like a bad thing–but what’s left? From my perspective as a nascent entrepreneur, future moats fall into three broad categories: proprietary technology, supply chain innovations, and media that can’t be replaced by AI because it comes from a stro
... See moreDaisy Alioto • The Taste Economy
Which seems like a bad thing–but what’s left? From my perspective as a nascent entrepreneur, future moats fall into three broad categories: proprietary technology, supply chain innovations, and media that can’t be replaced by AI because it comes from a strong POV (taste)
There are very few moats in AI. But like with human relationships, you will stick with the systems that know you best
Memory and context have gravity. State is a moat.

