Data and distribution are the only moats: Instinct is invite-only, Meta's Muse rides WhatsApp
damianplayer · x · 2026-09-10
The author argues that data and distribution are the two real moats in AI today — any well-capitalized company can copy the product. He cites Instinct, the most talked-about AI product most people can't get an invite to, versus Meta's Muse, which shipped this week free and inside WhatsApp with massive distribution. His takeaway: find your distribution angle and go all in.
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