The Only Two Effective Moats in the AI Era

Based on an analysis of 576 venture-backed AI B2B firms that raised $50M+ since 2025, the author argues that when building is nearly free, only moats that models cannot replicate—like counter-positioning—hold up; the study uses Hamilton Helmer’s 7 Powers framework to quantify which powers matter.

• Anthropic Tests Claude Money Banking Feature2026-09-17
• OpenAI discloses six 'concerning' AI incidents2026-09-17
• Security experts urge basics before external AI audits2026-09-17
• OpenAI's framework for reporting misalignment2026-09-16
• OpenAI, Microsoft fend off part of training lawsuit2026-09-16