Andrey Ashgaliyev

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Jaya Gupta

Author of "The next biggest moat in AI," framing company shape and talent systems as the durable moat in AI.

PersonUpdated May 10, 20261 source

Jaya Gupta is the author of the X Article "The next biggest moat in AI," which argues that as AI products, interfaces, categories, and technical advantages become easier to copy, the durable moat shifts toward organizational shape: how a company attracts exceptional people, assigns status, distributes authority, and turns talent into a compounding institution.1

Her framing treats great AI companies as organizational inventions, not only product or model companies. OpenAI, Palantir, Anthropic, and other examples matter in the article because each creates a distinct institution around a kind of work and a kind of ambitious person who can fully express themselves there.1

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Work, teams and companies

People & organisations

Sources

  1. The next biggest moat in AI