No moats? VC circle debates what's left after technical moats die in the AI era
matanSF · x · 2026-10-12
nikitabier argues technical moats are mostly over, leaving proprietary data, network effects, and physical components as the only durable advantages. EnoReyes rebuts each with counterexamples — Big 4 vs Ramp, GitHub in AI coding, defense contractors — concluding there is no moat: you're defenseless and can still win at the same time.
Related event: X Product Lead Declares Tech Moats Dead, Sparking Silicon Valley Debate(9 posts)→
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