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Posts tagged "moats"

2 posts on this topic

March 4, 2026 · 10 min read
Beyond the Coffee Belt

Beyond the Coffee Belt

The coffee belt is a useful heuristic, but the tails of the distribution reveal where quality, risk, and long-term value are really heading.

February 27, 2026 · 7 min read
The Real AI Moats Aren't Software

The Real AI Moats Aren't Software

Citrini's viral doomsday report and Citadel's rebuttal are both missing the interesting question. If software isn't the moat anymore, what is?