Moat Index
AnthropicOpenAI · 6 min

AI Pace

From AI race to AI pace. The words changed over a weekend. The spending did not move at all.

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Meta · 17 min

Meta's Muse

Meta is charging Americans for AI for the first time, and running the 2012 playbook to do it. The model is finally frontier-grade. The trust isn't.

Moat rankings

Full rankings →
  1. 1Apple
    3.9 Deep
  2. 2Amazon
    3.8 Deep
  3. 3Nvidia
    3.7 Deep
  4. 4Microsoft
    3.6 Deep
  5. 5Google
    3.5 Deep

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