The only moats left in the AI era: compliance, supply chain ownership, and capital
_AustinCalvert_ · x · 2026-10-12
emilylai argues only three moats remain in the AI era: compliance & regulatory, verticalized supply chain ownership, and capital — which buys talent density, distribution, compute, licenses, and supply chain control.
For make-or-break decisions (e.g., M&A), she recommends digging into internal roadmaps and timelines (AI lets teams ship faster than ever), next-12-month OKRs, valuations and upside, regulatory/relationship moats, and internal culture — ideally via interviews with people on the teams.
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