The Context Moat (opens in new tab)

AboutField%20Notes # The Context Moats. Most companies think they have a context moat. _Most are wrong._ Here's how to tell the difference — and what it takes to build one that compounds. By Richard Dulude A wave of capital is flowing into AI companies on the premise that they have a _data moat_. Most of them don't. They have data — sometimes a lot of it — but most of what they're calling a moat is one customer's instance of information that every competitor has their own version of. It's...