Clouded Judgement 5.30.25 - Moats in the Age of AI
How do you build a moat in consumer AI? You don't.
At least, not yet. The landscape shifts too fast. New models drop weekly and infrastructure keeps evolving. Old playbooks (paid ads, SEO, growth hacks) no longer work.
Right now in consumer AI, Momentum is the moat. https://t.co/DM5Jm4Y7l6
Bryan Kimx.com
(New Post) The Shifting Dynamics & Meta-Moats of AI
As AI continues to progress we must update our frameworks for company building across the short, mid, and long-term.
This results in a variety of meta-moats that exist as both companies and technology... See more
Windsurf CEO explains why traditional startup moats are mostly silly.
Varun said even with 50-100 of the best MIT engineers, that's still just "hundreds of engineering years" in your product. Someone else can build something similar in the same space.
He used Nvidia as an example. People... See more
Aishx.com