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> This makes me wonder if AI companies even have a MOAT in the first place. They don't. The moat will mainly be the tooling around AI, not the AI itself. You d
by chakintosh 2mo ago
> This makes me wonder if AI companies even have a MOAT in the first place.
They don't. The moat will mainly be the tooling around AI, not the AI itself. You don't hear any company claiming their moat is the Internet.