X product chief Nikita Bier: technical moats are over, only data, network effects and hardware remain
nikitabier · x · 2026-10-12
Nikita Bier, X's head of product, argues that technical moats are mostly over in the AI era. For durable products, only three moats remain: proprietary data, network effects, and a physical component. The take feeds into the ongoing debate about AI collapsing software defensibility.
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