{"id":200933,"date":"2026-03-31T11:27:00","date_gmt":"2026-03-31T15:27:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/03\/31\/vcs-rethink-startup-moats-as-ai-compresses-time-to-build\/"},"modified":"2026-03-31T11:45:18","modified_gmt":"2026-03-31T15:45:18","slug":"vcs-rethink-startup-moats-as-ai-compresses-time-to-build","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/03\/31\/vcs-rethink-startup-moats-as-ai-compresses-time-to-build\/","title":{"rendered":"VCs Rethink Startup Moats As AI Compresses Time To Build"},"content":{"rendered":"<p><a href=\"https:\/\/www.forbes.com\/sites\/josipamajic\/2026\/03\/31\/vcs-rethink-startup-moats-as-ai-compresses-time-to-build\/\">VCs Rethink Startup Moats As AI Compresses Time To Build<\/a><\/p>\n<p><a href=\"https:\/\/www.forbes.com\/sites\/josipamajic\/2026\/03\/31\/vcs-rethink-startup-moats-as-ai-compresses-time-to-build\/\">https:\/\/www.forbes.com\/sites\/josipamajic\/2026\/03\/31\/vcs-rethink-startup-moats-as-ai-compresses-time-to-build\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-03-31 11:27:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.forbes.com\">www.forbes.com<\/a><\/p>\n<ul>\n<li><strong>MWC Context and AI Tension<\/strong>: The Mobile World Congress (MWC) kicked off amid euphoria yet tensions over AI&#8217;s rapid advancement.<\/li>\n<li><strong>AI&#8217;s Impact on Business Defensibility<\/strong>: AI compresses engineering time but not real-world time processes, changing business advantages.<\/li>\n<li><strong>Michael Bloch&#8217;s Investment Thesis<\/strong>: Bloch identifies five surviving moats in an AI-driven landscape: continuous proprietary data, network effects, regulatory permissions, capital at scale, and physical infrastructure.<\/li>\n<li><strong>Examples of Durable Assets<\/strong>: Bloch highlights Orchard Robotics, DoorDash, Anduril, Base Power and cites their unique advantages.<\/li>\n<li><strong>Shift in Venture Capital Focus<\/strong>: VCs are orienting towards sectors needing long-term infrastructure and physical assets due to AI\u2019s capabilities.<\/li>\n<li><strong>Evolving Value Perception<\/strong>: Value is shifting towards durable structures that take years of real-world time to accumulate, such as infrastructure and regulatory approvals.<\/li>\n<li><strong>The Meta-Moat Concept<\/strong>: Time (real-world elapsed time) as an unbreakable advantage is referred to as the &#8220;meta-moat&#8221;.<\/li>\n<li><strong>Question for Investors<\/strong>: Bloch\u2019s key question to founders and investors is whether their business defensibility is bottlenecked by intelligence or time, with the latter potentially offering more durable advantage.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>VCs Rethink Startup Moats As AI Compresses Time To Build https:\/\/www.forbes.com\/sites\/josipamajic\/2026\/03\/31\/vcs-rethink-startup-moats-as-ai-compresses-time-to-build\/ Publish Date: 2026-03-31 11:27:00&#8230;<\/p>\n","protected":false},"author":1,"featured_media":200934,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/imageio.forbes.com\/specials-images\/imageserve\/69cbe725099c2af98036f16c\/0x0.jpg?format=jpg&height=900&width=1600&fit=bounds","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-200933","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/200933"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=200933"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/200933\/revisions"}],"predecessor-version":[{"id":200935,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/200933\/revisions\/200935"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/200934"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=200933"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=200933"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=200933"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}