In the AI Era, Only Five Moats Survive When Features Can Be Copied in One Release Cycle
brucemacv · x · 2026-09-09
Bruce MacV argues AI has made software faster and cheaper to build—and features easier to replicate—turning speed into a price of entry rather than an advantage.
Durable moats now come only from what compounds over time:
- Proprietary data
- Deep workflow integration
- Owned distribution
- Brand and trust
- Genuine network effects
His test for leaders: what could a well-funded competitor with equal AI access still not replicate in the next 90 days?
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