Article
Defensibility in AI
Krishna's Newsletter · ntkris.substack.com
A crisp synthesis of the Gil and Tavel schools applied to today's AI stack.
The question it answers
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- The clearest playbook for escaping wrapper status: own the value chain of one vertical. nfx.com Article The AI Wrapper is Dead: 3 Approaches to Verticalization NFX
- The canonical essay: most startups start without moats and earn them over time. blog.eladgil.com Article Defensibility and Competition Elad Gil
- The five-minute thread version, perfect for a worried co-founder or investor meeting. x.com Thread Is the "wrapper on GPT" company defensible? (thread) Elad Gil
- Documents platform encroachment: OpenAI absorbed four wrapper categories in 18 months. forbes.com Article AI Wrappers Lack Defensibility: Why Barriers To Entry Matter Forbes Business Development Council
- Names the three real layers: data moat, behavioral moat, workflow moat. hatchworks.com Article AI Wrapper Product Strategy: Most Founders Get the Moat Wrong HatchWorks
- An Asia-market VC's nuanced answer: data moats work in specialized domains, not generically. review.insignia.vc Article Is Proprietary Data Still a Moat in the AI Race? Insignia Ventures (Southeast Asia)
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