Global MDI / Cost & learning
Capex-bound scale
Three published measures. Read each on its own.
Measured snapshot, not a live feed
- Evidence
- 0
- AI durability
- depends
- Momentum
- +120%
Not yet covered
Published expectation, not a measured outcome.
Yearly papers · 2023–2025 against 2018–2020
What may hold
Holds when tied to plant, energy or regulated capacity; fades when the scale is only compute spend.
Associations are not causal evidence. Zero matched works is a coverage gap, not evidence against this moat. Literature activity is not market performance.
AI durability is an expectation; no moat type has yet been shown to predict profit persistence in the AI era. Not investment advice.
Read all index limits