Are Moats Dead in the AI Era? Operational Knowledge as the New Defense

A debate is raging over whether traditional moats still hold in the AI era, with some arguing competitors can clone apps in days and customers can switch via a few prompts. Ben Lorica counters that when everyone rents the same intelligence, operational knowledge—not models—is the real defensible moat.

2026-09-01 ~ 2026-09-01 · 3 related posts

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• Ben Lorica: Operational knowledge, not models, is the real moat — bigdata · 2026-09-01