Deep Moat

Lucian Armasu & John Komarek
  • 0.0 (0)
  • ENTREPRENEURSHIP

When AI rewrites the rules of distribution, pricing, and product, what still counts as a moat? Deep Moat is a podcast about AI and competitive strategy, with founders, operators, and investors on what defensibility actually looks like.

Episodes

  1. 3D AGO

    AI's Small Business Problem (and Shopify's Bigger One)

    AI is quietly eating ecommerce, and Shopify's running out of moat. We get into Anthropic's new Cloud for Business, why 96% of AI deployments still fail, and how Stripe just made it possible for an agent to spin up a whole stack from a single command. In this episode: What Cloud for Business actually is (and whether it solves anything)Why forward deployed engineers became tech's hottest roleThe case for ditching Shopify and wipe-coding your storefront with Claude CodeStripe Projects and the rise of agent-native infrastructureWhy MCP servers are about to be unavoidable Timestamps 00:00 Claude for Business: what Anthropic just launched 04:25 Forward deployed engineers and the 96% failure rate 09:01 Is Shopify in real trouble? 12:46 What's left of Shopify's moat 15:41 Stripe Projects and agent-native infrastructure 19:25 Why MCP servers are about to be table stakes

    20 min

  2. MAY 12

    Anthropic Pulls Ahead: Claude Code, Codex, and the AI Agent Wars

    Anthropic is pulling ahead, OpenAI is fighting back, and the AI agent wars are getting messy. In this episode, we break down Anthropic’s enterprise-first strategy, why Claude Code became a serious growth engine, and how OpenAI’s Codex comeback could shift the race again. We also dig into Anthropic’s surprising SpaceX compute deal, the growing pains behind OpenClaw, and why the future of AI work may not be one giant agent - but a smarter orchestration layer of specialized agents. Takeaways Anthropic’s enterprise-first strategy is paying off Claude Code vs Codex is becoming the key developer battlegroundThe AI market is moving toward “service as software” Anthropic’s SpaceX compute deal could ease Claude’s capacity issuesOpenClaw’s instability may be pushing users toward Claude Code and CodexThe future may be unified interfaces with specialized sub-agents Chapters 00:00 Intro 00:22 Anthropic Pulls Ahead of OpenAI 07:05 Anthropic’s SpaceX Compute Deal 10:04 OpenClaw vs Claude Code 16:03 The Future of AI Agent UX

    29 min

  3. MAY 4

    GPT-5.5 Gets Sharper, Meta Opens the Ads Stack

    The conversation covers the improvements in GPT 5.5, the shift in model autonomy and specificity, and Meta's acquisition of Manus and the release of CLI and MCP server access for Facebook AI management. Takeaways GPT 5.5 improvementsModel autonomy and specificityMeta's acquisition of ManusMeta Ads CLI and MCP Server access Chapters 00:00 GPT 5.5 Improvements08:54 Meta's Acquisition of Manus12:12 CLI and MCP Server Access

    15 min
  • 3 Episodes

About

When AI rewrites the rules of distribution, pricing, and product, what still counts as a moat? Deep Moat is a podcast about AI and competitive strategy, with founders, operators, and investors on what defensibility actually looks like.

Information

  • Creator
    Lucian Armasu & John Komarek
  • Years Active
    2K
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © 2026 Lucian Armasu & John Komarek
  • Show Website
    Deep Moat