What's Defensible in AI - Live Radar

The thesis. In 2026 the moat has moved. Workflow depth, governed proprietary data loops, evaluation and observability infrastructure, integration depth, and human-in-the-loop governance in regulated domains are what defend value, while model access and feature sets have commoditised. This board scores live research momentum against those durable sources of advantage and ranks on an overall defensibility score rather than on volume.

Sources & method

Research momentum - 90-day rolling window

Live commentary - 30-day web-search window

Defensible zones - ranked by overall score

Each zone carries an overall defensibility score /100 (a weighted blend of the five dimensions below), a trend (share over the most recent 30 days against the prior 30), then the components: MomentumEssential vs improvementMoat durabilityMarket windowMateriality · top three highlighted.