Moats in the AI era
A moat is only what AI can’t learn or get around, and money can’t buy
- 1If AI can learn it, it’s not a moat
- 2Five moats AI can’t reach
- 3A moat shows up in the margins
- 4Moats now have a shelf life
Prices are Hyperliquid perpetual futures: contracts that track each stock and trade 24/7. They are not exchange prices and can differ from them, most of all while US markets are closed. Change is over 24 hours. For information only.
TSLA—
PLTR—
HIMS—
SPCX—
SOFI—
META—
BTC—A moat is only what AI can’t learn or get around, and money can’t buy