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

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The moats are in the customers, not the data. We predicted that the best generative AI companies could generate a sustainable competitive advantage through a data flywheel: more usage → more data → better model → more usage. While this is still somewhat true, especially in domains with very specialized and hard-to-get data, the “data moats” are on

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Regardless of your GTM approach and the type of users teams end up choosing, my core view on building AI-first companies in 2022 is that outside of the core team dynamics above, pace and conviction will be what dictates success.

The pace of innovation means having the time to see validating data will be nearly impossible, and thus teams must build a... See more