The New AI Moat Isn't Intelligence. It's Scarcity.
By Tanvir Newaz
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What can competitors not easily replicate?
The article argues that the traditional software moat is changing.
In SaaS, your moat might be software.
In AI, your moat increasingly becomes: compute + proprietary data + distribution + capital + energy + infrastructure.
A competitor can reproduce a feature. It is much harder to reproduce a billion-dollar infrastructure agreement, a proprietary robotics dataset, a massive GPU cluster, or a strategic energy partnership.
