The New Moat
Eitan Koter
The moat that protected your tech company for the last decade is gone. Three things that used to create competitive advantage in tech have been commoditized by AI: information asymmetry, product differentiation, and attention. Buyers now know everything before they talk to anyone on your team. Anything you ship gets matched fast. And attention is so cheap that being seen stopped meaning anything. Whatever worked, stopped.So what’s the new moat?That’s the question this show digs into every episode. Through conversations with tech CEOs and investors building and backing companies right now, we explore what actually creates durable competitive advantage when the old rules no longer apply.Each conversation is grounded in a real business. Not frameworks in the abstract. What’s working in their pipeline. How they sharpened their positioning when the market got crowded. Where they got pricing wrong and fixed it. How they rebuilt a growth team that wasn’t performing. The moat, when it exist