In the AI race, the only durable moats may be energy and information

GregKamradt · x · 2026-07-27

In the AI race, the only real moats left may be energy and information

The post argues that as AI capabilities commoditize, durable advantage increasingly comes down to two inputs: access to energy and access to information. It’s a terse but pointed take on what will actually stay scarce in an AI-saturated market.

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