THE MOAT

THE MOAT - Live 6.11.2026


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Welcome to The Moat — the live business show for real founders, real revenue, real stakes, and real decisions.

In this episode, Sam Robinson and Kyle Harbaugh break down what founders, SaaS companies, and growth-stage businesses need to understand about AI, data, competitive advantage, and business strategy right now.

We discuss how emerging AI tools and frontier models are changing the way businesses think about proprietary data, trade secrets, specialized intelligence, and competitive moats. We also explore why simply adding AI to your business is not enough, and why technology should be treated as an enablement tool, not a replacement for leadership, strategy, or execution.

When your company is growing, restructuring, hiring, laying off, or trying to scale, knowing which lever to pull can make the difference between momentum and chaos.

In this episode, we cover:

02:10 — AI, strategy, and founder decision-making

05:30 — How AI impacts your business moat

09:45 — Data privacy and AI risk

14:20 — General intelligence vs. specialized intelligence

18:35 — Technology as an enablement tool

27:45 — People, time, and money: the three business levers

37:15 — Layoffs and loss of institutional knowledge

43:00 — KPIs and better decision-making

48:00 — Hiring, restructuring, and final thoughts on building a stronger, more defensible business

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THE MOATBy Chief GO Officers