AICrunchbase Newsabout 2 hours ago
AI Era Moats: Counter-Positioning and Network Economies
6 min read
Analysis of 576 AI B2B companies that raised $50 million or more since 2025 shows counter-positioning and network economies are the only moats that hold. Counter-positioning appears in 5% of companies and commands a 5.3x median enterprise value multiple, while network economies appear in 5% and command 4.2x.
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