If the new moat is the old moat (data) everything stay pretty much the same? 

Could be, but programmable cryptography has the potential to re-negotiated the deal between users and companies.

Imo there is only a small window of opportunity. It is right now. 

Programmable cryptography & blockchains are getting good enough to become the counter balance to some dark (side)effects of AI

Wrote a piece this weekend - "The New Moat: Memory"

Memory challenges the frequently repeated Silicon Valley belief that AI lacks defensibility. 

Spend five minutes at a Bay Area investor dinner and you'll hear that take. That was lazy thinking. https://t.co/RrCTiTbJBa

Jeff Morris Jr.

If the new moat is the old moat (data) everything stay pretty much the same? 

Could be, but programmable cryptography has the potential to re-negotiated the deal between users and companies.

Imo there is only a small window of opportunity. It is right now. 

Programmable cryptography & blockchains are getting good enough to become the counter balance to some dark (side)effects of AI

https://x.com/jmj/status/1911457344833429844?s=46