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This article argues that AI apps need a “minimum viable moat”—the smallest edge that survives a 3× model upgrade. It outlines five defensibility tactics: network effects, embedded workflows, proprietary/licensed data, user-driven data loops, and brand trust.
The article unpacks why unpopular dating apps still dominate despite the appeal of speed dating. It argues that in-person events offer higher bandwidth interactions but can’t scale, while apps win through network effects and profit-extracting oligopoly dynamics.