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When models commoditize, moats are workflow depth, data rights, and switching costs in integrations—not a better prompt. Invest in compounding platform primitives customers cannot rip out casually.

Executive snapshot

Defensibility in the Age of Commodity Models

Market & strategyMoats

The move

Buyers assume baseline intelligence; differentiation moves to outcomes and trust systems.

The friction

Wrappers around GPT APIs are trivially copied; retention erodes without depth.

The product verdict

Deepen domain workflows, contracts, and telemetry moats; compete on reliability and economics.

Field note · Strategic dispatch · /dispatch/defensibility-commodity-models-era