Nikunj Kothari(@nikunj):the models have no moat (OpenAI, Anthropic, XAI) the IDEs have no moat (Cursor, Windsurf) the harnesses have no moat (Cognition, Factory, LangChain) the app builders have no moat (Replit, Lovable, Bolt) the wrappers have no moat (Harvey, Abridge, OpenEvidence) the inference providers have no moat (Together, Fireworks, Groq) the voice layer has no moat (Sierra, Decagon, ElevenLabs) the data labeling companies have no moat (Scale, Surge, Mercor) the AI infrastructure has no moat (Baseten, Modal, Railway) the neoclouds have no moat (CoreWeave, Lambda, Crusoe) the generative media companies have no moat (Runway, Higgsfield, Suno) apparently nobody in AI has a moat except the venture firm ☠️

2026.08.17 22:57

the models have no moat (OpenAI, Anthropic, XAI) the IDEs have no moat (Cursor, Windsurf) the harnesses have no moat (Cognition, Factory, LangChain) the app builders have no moat (Replit, Lovable, Bolt) the wrappers have no moat (Harvey, Abridge, OpenEvidence) the inference providers have no moat (Together, Fireworks, Groq) the voice layer has no moat (Sierra, Decagon, ElevenLabs) the data labeling companies have no moat (Scale, Surge, Mercor) the AI infrastructure has no moat (Baseten, Modal, Railway) the neoclouds have no moat (CoreWeave, Lambda, Crusoe) the generative media companies have no moat (Runway, Higgsfield, Suno) apparently nobody in AI has a moat except the venture firm ☠️

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