Concept aka moats in AI

AI moats

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First tracked Jun 13, 2025 · Last seen Aug 28, 2026

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OpenAI Anthropic Google Microsoft Nvidia Salesforce Sam Altman a16z The Wall Street Journal Marc Benioff Snowflake Glean systems of record Databricks Slack Bill Gates Microsoft Copilot forward deployed engineer ServiceNow Charlie Munger

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memory and context 10 AI application layer 8 a16z 2 Friday Forward 1 Glean 1 Marc Benioff 1 Microsoft PowerBI 1 NetSuite 1 Robert Glazer 1 Salesforce 1

From the Archive

Reading Ambitiously 6-13-25

This isn’t a problem we’ll solve with a checkbox or a better export button. It’s going to require new thinking across product, architecture, and a lot of trust. So whether you're building or buying A...

Reading Ambitiously 8.28.26 - AI has an agency problem

Image → Why does it matter? On Vercel, open-weight models went from 28% to 62% of...

Reading Ambitiously 6-13-25

→ Why does it matter? Wow An AI that laughs—and it actually lands. Not just voi...

Related Topics

Context Engineering AI Strategy

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