Comment by LurkandComment

Think about moats in long term vs short term:

Speed and distribution aren't a long-run moat because they are something AI can canabalize in a platform. Eventually they will coexist on your distribution base and offer it at a lower cost than you. Its a mote if it holds up before you exit at a high valuation... which a lot are setup to do.

Taste: that's interesting. There is an argument there. It's hard to keep in the long-run and requires a lot of reinvestment in new talent

Proprietary data: Yes, very much so.

Trade Craft: Your new shiney system will still have to adhere to methods of of old clunky real world systems. Example, evidence for court. Methods for investigations. This is going to be industry specific, but you'd be surprised how many there are. This is long-term.

Those who have the moat should focus on short burts of meaningful changes as they will rely heavily on gaining trust in established systems. In those places its more about trusting whats going on than doing it faster and better, so you want trust + faster and/or better.