AI’s Deepest Moat Is a Customer Who Can’t Leave
Everyone tells the human-machine merger from our side. What we gain. Memory, strength, longer life.
Asimov told it from the machine’s side. At the end of Foundation and Earth, Daneel’s positronic brain is failing after twenty thousand years of serving humanity. His solution is to merge with a genetically altered Solarian child. He isn’t a villain. He wants to keep serving.
That’s exactly the problem.
We argue about AI moats all day. Switching costs, data, distribution. The deepest moat is a customer who can’t leave because the product is inside them.