It bought
time.
It protected
what had
been built.
MOAT GLOBALBuilding durable
I / THE WATERLINEBuilding durable
advantage for
the world ahead.
THE OUTER WALLAI is collapsing
AI is collapsing
the distance between
knowing and doing.
Ideas travel faster.
Capabilities spread faster.
Competitors move faster.
The bar for
a real moat
is rising.
CROSSING THE MOATWhen execution
When execution
becomes abundant,
advantage becomes scarce.
01Distribution02Trust03Ownership04Data05Infrastructure06Relationships07Knowledge08Time
The things that
cannot be copied quickly
matter more.
Ownership
Relationships
Distribution
Data
Infrastructure
Technology
Time
THEBUSINESS
IV / THE FORTRESS PLANA moat is not one advantage.
A moat is not one advantage.
The strongest businesses compound many.
V / THE KEEP
Own.
Capital. Time. Alignment.
V / THE KEEP
Build.
Technology. Systems. Capability.
V / THE KEEP
Compound.
Distribution. Data. Relationships.
Not separate
initiatives.
One system.
VI / THE MAP ROOMThe world has always
The world has always
been built on
physical systems.
The next version
will be far more
intelligent.
VII / THE SIEGEExecution is
Execution is
getting cheaper.
Imitation is
getting faster.
Old advantages
are decaying
faster.
The moat
has to get
deeper.
DISTRIBUTION · TRUST · DATA · OWNERSHIP · TIME
VIII / THE WINDOWThere is a moment
There is a moment
when the future is visible
before it is obvious.
This is
one of them.
The companies that move first
will build advantages the rest
of the market will spend years
trying to cross.
MOAT GLOBALWe do not intend
We do not intend
to watch the transition.
We intend
to own part of it.
MOAT GLOBALBuild the moat
IX / BUILT TO ENDUREBuild the moat
before it is needed.
By invite only