Zack Kanter Frames Moats as Duration of Passive Value Accrual
Stedi founder shares alternative framing for business moats in AI context.
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 Frames Moats as Duration of Passive Value Accrual
Stedi founder shares alternative framing for business moats in AI context.
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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