AI moat debate: moats shift up a level of abstraction, models themselves aren't the moat

secemp9 · x · 2026-10-25

An X debate on AI moats. Quoting @tensorqt: moats haven't disappeared—they've moved to a higher level of abstraction, like taking the first derivative of what we used to consider a moat. A model isn't the moat; the machine capable of building models is. To find the next moat, take the next derivative. The original poster replies that "anything could be a moat."

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