Nikunj Kothari@nikunj. the models have no moat (OpenAI, Anthropic, XAI) the IDEs have no moat (Cursor, Windsurf) the harnesses have no moat (Cognition, Factory, LangChain) the app builders have no moat (Replit, Lovable, Bolt) the wrappers have no moat (Harvey, Abridge, OpenEvidence) the inference. 10:57 PM · Aug 17, 2026 · 452K Views. 349 Replies · 233 Reposts · 3.4K Likes
