Hello all, In our last column, I looked at the new tension between moats and speedboats created by AI collapsing time like a car driving over a watermelon… Now I want to address another paradigm shift that is happening as we speak. For those who have been reading this...

Hello all,  There is a provocative piece making the rounds lately from Mavka Ventures, a VC firm, titled “The Moat is Dead. Long Live the Runner.” The thesis is bracingly simple: in the age of AI, competitive moats — the protective advantages that Warren Buffett spent...

Hello all,  In real estate, they say the three most important things are location, location, location. Turns out the same is true in patent assertion — except the stakes are considerably higher and, unlike a house with good bones in a sketchy neighborhood, you can't...