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25 Jun 2026

The Moat Is Made of People

Lasting competitive advantage in AI products comes from domain expertise and diverse team perspectives, not the model du jour. Using Ride with Dave (a cycling AI assistant) as a case study, I argue that deep knowledge of a specific field shapes architectural decisions competitors cannot easily replicate; choosing a database over RAG, knowing the shape of the data, understanding the rider. The moat is made of people.

Read the full article on testdouble.