<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>MOATE</title><description>The strategic &quot;why&quot; behind the biggest decisions in tech — how CEOs build, defend, and widen their moats.</description><link>https://moate.io/</link><item><title>Nvidia gives away the software so it can keep selling the chips</title><link>https://moate.io/articles/nvidia-cuda-moat/</link><guid isPermaLink="true">https://moate.io/articles/nvidia-cuda-moat/</guid><description>CUDA is free, open to any developer, and the most expensive thing about leaving Nvidia. That is not an accident.</description><pubDate>Thu, 10 Sep 2026 00:00:00 GMT</pubDate><category>Nvidia</category><category>Platform lock-in</category><category>Developer ecosystems</category></item><item><title>Why Apple stopped talking about iPhone units</title><link>https://moate.io/articles/apple-services-flywheel/</link><guid isPermaLink="true">https://moate.io/articles/apple-services-flywheel/</guid><description>A hardware company that reports on services is telling you where the moat moved.</description><pubDate>Fri, 04 Sep 2026 00:00:00 GMT</pubDate><category>Apple</category><category>Recurring revenue</category><category>Ecosystem</category></item><item><title>Microsoft is not selling AI. It is selling the seat it already owns.</title><link>https://moate.io/articles/microsoft-copilot-distribution/</link><guid isPermaLink="true">https://moate.io/articles/microsoft-copilot-distribution/</guid><description>Putting Copilot inside Office is a distribution decision dressed as a product launch.</description><pubDate>Thu, 27 Aug 2026 00:00:00 GMT</pubDate><category>Microsoft</category><category>Distribution</category><category>Bundling</category></item></channel></rss>