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