Sahara AI 🔆 (@SaharaAI): This is a good reminder that AI infrastructure competes on a very different kind of moat.
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This is a good reminder that AI infrastructure competes on a very different kind of moat. In payments, patents can protect a technical advantage for years. In AI, that advantage can disappear with the next paper, model release, or breakthrough from a competitor. The companies that endure will not be built around a single patented method. They will own the proprietary data, feedback loops, distribution, and infrastructure that become more valuable as the models underneath them improve.