Zack Kanter Frames Moats as Duration of Passive Value Accrual
Stedi founder shares alternative framing for business moats in AI context.
TLDR
Zack Kanter, founder and CEO of Stedi, posted on X that a moat measures how long a company can do nothing and still accrue value. He noted the timeframe depends on exogenous factors that change over time. The post appears in a cluster tagged ai that includes the generated headline AI Startups Lose Traditional Moats As Customers Swi. Kanter previously founded another company and now leads an API-first healthcare clearinghouse that uses AI agents for tasks such as insurance verification.
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Zack Kanter@zackkanterIf you wanted to think about moats from a “sit back and do nothing and accrue value” standpoint, a better framing is “a moat is a measure of how long you can do nothing and continue to accrue value.” Obviously, that timeframe depends on exogenous factors that change over time.…
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