VC Max Niederhofer: your moat is your own evals, harness, and weights
StewartalsopIII · x · 2026-09-04
Investor Max Niederhofer argues the real moat in AI is owning the full loop: your own evals, your own harness, and eventually your own weights. The take, amplified by Stewart Alsop, speaks to the ongoing debate over whether thin application-layer AI companies can build durable defensibility.
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