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AI Monopoly: Strategic Advantage in the Age of Artificial Intelligence
Paperback
Series: Executive AI Mastery
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Publisher: Independently Published
Pages: 202
Weight: 0.61
Height: 0.43 Width: 6.00 Depth: 9.00
Language: English
In one week of January 2025, three events rewrote the AI competitive narrative. Project Stargate. The DeepSeek-R1 release. Nvidia's largest single-day market-capitalisation loss in history. Three days, three theses about where the moats in AI competition actually sit, each demonstrated in real time.
AI Monopoly is for the founder building a defensible AI business and the investor diligencing one. It is not a book about whether AI will reshape industries - that question is closed. It is a book about which kinds of position survive the next eighteen months and which do not. Fourteen chapters across four parts plus a closer: - Foundations - why traditional moats fail in AI, the four currencies that replace them, what an intelligent moat looks like- Challenges and headwinds - open versus closed, regulation as moat and minefield, the limits of scale
- The future - human capital, geopolitical fragmentation, ethical positioning as competitive advantage
- A ninety-day moat-build-and-assess programme - separate versions for operators and investors Real cases throughout: Tesla's data flywheel, Adobe's Firefly position, GitHub Copilot, Cursor / Anysphere, the OpenAI / Microsoft restructuring, Anthropic's enterprise growth, Mistral's European positioning, Maersk's logistics AI. Failure cases too: Stability AI, Cohere's commercial trajectory, the vertical-AI 2023 cohort, the Adept / Inflection / Character pattern, Stack Overflow's surface erosion. The book engages with what does not work in AI competition, not only what does. Five working appendices: the intelligent-moat assessment framework, strategic planning templates including a term-sheet diligence checklist and a board-level moat dashboard, a regulatory positioning matrix, case-study analysis methodology, and a brief on antitrust risk for operators pursuing aggressive moat-building strategies. For founders signing term sheets and investors writing them. Sotiris Spyrou advises boards, founders, and investors on AI strategy.
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