Article

What We Learned from a Year of Building with LLMs (Part III): Strategy

Eugene Yan, Hamel Husain, et al. · oreilly.com

Practitioners on building with LLMs without getting outmaneuvered by the labs.

The question it answers

  1. What is my moat if I'm building on someone else's model?

Read with it

  1. 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
  2. The canonical essay: most startups start without moats and earn them over time. blog.eladgil.com Article Defensibility and Competition Elad Gil
  3. 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
  4. 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
  5. 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
  6. 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)
eChai Partner Brands The partnership →