The agentic AI revolution has fundamentally changed the rules of competitive advantage in technology.
Unlike previous software eras where moats were built through proprietary code or network effects alone, agentic AI companies must navigate a complex landscape where the underlying intelligence is commoditized. Still, the orchestration layers offer unprecedented opportunities for differentiation.
The companies that will dominate the next decade won't be those with the best AI models—they'll be those who build the strongest moats around their specific market positions. Understanding how to construct these defensive barriers is the difference between sustainable market leadership and being swept away by the next wave of innovation.