In the AI coding era, investors will ask how fast you reinvent your moat, not what it is
krishnan · x · 2026-09-27
The author argues that with AI-based coding, success is not just about what you build, but about when you kill efforts that no longer make sense. Since AI can disrupt a product's moat in hours, founders need situational awareness to keep rebuilding their defensibility.
He predicts tomorrow's investors won't ask about your moat — they'll ask how fast you're reinventing it, and urges founders to stop thinking like legacy startup builders.
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