The agentic AI revolution has fundamentally rewritten the rules of competitive advantage in the technology sector.
While everyone has access to the same foundation models through simple API calls, the companies that will dominate the next decade understand a crucial truth: sustainable competitive advantage isn’t about having the best AI—it’s about building the best moats around AI.
The success formula is deceptively simple yet profoundly difficult to execute:
Market Focus × Technical Excellence × Network Effects × Time = Sustainable Competitive Advantage
Each component of this formula is essential. Remove any one element, and the entire equation collapses. Let’s explore why this formula works and how to implement it.
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