SaaS AI Moat & Defensibility Skill

Overview

"AI moat" is the most over-claimed line in 2025–2026 business plans. Most claims dissolve under three questions: what proprietary data?, what proprietary workflow?, what's stopping a foundation-model provider from doing this themselves? This skill installs the discipline to test AI-moat claims, name the false moats, and produce a defensibility scorecard that an investor's technical diligence partner will accept.

Use When

• A SaaS plan claims AI as competitive differentiation
• Section 06 of an AI-feature-led plan is being built
• An investor's technical diligence is upcoming
• A founder is making a build-vs-buy / fine-tune-vs-RAG decision and needs the moat lens
• The plan asks for a valuation premium that implicitly assumes AI moat

Do Not Use When

• AI is internal-efficiency only — no customer-facing AI moat to defend
• Plan is at pre-seed with no customers — moat claims are forward-looking, but discipline still applies