Framework

The Two Moats of AI Services

Jason's thesis on where durable advantage actually lives.

How it works

  1. 1Moat one, the margin: find the gap between what AI does at the press of a button and the value a human adds on top. Price it, know who pays for it, and be honest about how long the gap lasts.
  2. 2Moat two, the whole chain: stop optimizing single workflows. Map the entire demand-to-fulfillment lifecycle, deploy agent teams across all of it, and scale the company end to end.
  3. 3The second moat requires real knowledge of how the business actually runs, which is much harder to commoditize.

Hear it on the podcast

What it do!? The Jujitsu Secret That Scales Companies Without ForceListen to the episode

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