Everything on Competitive Moats

Service-based businesses with deep industry relationships and proprietary workflows are more defensible against AI disruption than pure SaaS models. AI enhances operations but cannot replicate the trust and complex negotiations required in logistics and trade.

Impact: Entrepreneurs should leverage domain expertise and relationships as barriers to entry. Integrating AI internally protects trade secrets while improving efficiency, rather than ceding data to foundational model providers.

— from Navigating Trade Chaos, Tariff Refunds, and AI in Logistics · Masters of Scale· Mar 24, 2026