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July 1, 2025 β€’ 5 mins

When talking to investors, Carlos Almeida repeatedly heard the question, "What is the moat?". In this short, he explains why AI businesses can't succeed if they only focus on what the AI is capable of.

The models are already out there. Many are open source. So how do you build something defensible?

Carlos points to three layers where product builders can create lasting value:

  • Human-in-the-loop control interfaces
  • Disambiguation of messy or conflicting data
  • Platform-level extensions that handle trust, traceability, and context

The best part? His insights come not from theory, but from building Optave, an AI copilot and autopilot designed for real-world customer support.

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