As AI commoditizes benchmarkable work, an organization's lasting moats lie in tasks that are verifiable through its private data and judgment (Sarah Guo)

Jun 10, 2026 - 17:56
Updated: 2 hours ago
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A graphic shows data streams forming a protective barrier around a central core to represent private organizational moats.

Sarah Guo:
As AI commoditizes benchmarkable work, an organization's lasting moats lie in tasks that are verifiable through its private data and judgment  —  The mid-2026 investor's version of AI psychosis is a despair that nothing is investable, that we should put all our money into Anthropic and Nvidia and go home.

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Christopher Holloway

Christopher Holloway is the founder and director of Progressive Robot, a UK-based technology company. A full-stack engineer with more than two decades of experience, he works across PHP development, ecommerce, Linux infrastructure, technical SEO and AI automation, and writes here on technology, AI, hardware and software.

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