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MoatDefender

Global MDI / Rights, positions & complements

Scarce physical, energy & supply positions

Three published measures. Read each on its own.

Measured snapshot, not a live feed

Evidence
12

works · cited by 15 · 1999–2021

AI durability
holds

Published expectation, not a measured outcome.

Momentum
Not measured

No matched theme yet

What may hold

Agents cannot create sites, grid capacity or supply; positions can still be cyclical or revoked.

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.

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