
Product moats have a shelf life measured in quarters. Technology moats decay in weeks. Data moats aren't real if the data doesn't compound. What survives in an AI-native market is the one thing money and models can't parallelise - the distribution you spent years earning. Here's what US investors are actually underwriting now, and why the European founder gap on this is bigger than most people realise.
Jul 15, 2026
•
7 min read

Scaling
+1
Product moats have a shelf life measured in quarters. Technology moats decay in weeks. Data moats aren't real if the data doesn't compound. What survives in an AI-native market is the one thing money and models can't parallelise - the distribution you spent years earning. Here's what US investors are actually underwriting now, and why the European founder gap on this is bigger than most people realise.
Jul 15, 2026
•
7 min read

Scaling
+1

Choose your membership level
*all displayed prices are inclusive of VAT
👉 Want to know what data is included in the investor database?
Latest for paid members
Watch of our events and masterclasses
Weekly newsletter with startup ecosystem news, trends, and learnings + handpicked list of London startup events and webinars for founders and investors.
Join 8,000+ weekly readers.
www.RareFounders.com


