Earlier quoted context omitted.
Then there's the 3rd leg of the triangle. If a startup built with AI does end up going past the rest of the pack, they will have no technical moat since the AI provider or someone else can just use the same AI to build it.
How frequently is a technical moat the thing that makes a business successful, relative to other moats?
A lot of startups are middlemen with snazzy UIs. Middlemen won’t be in as much use in a post AI world, same as devs won’t be as needed (devs are middlemen to working software) or artists (middlemen to art assets)