Moat Radar
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Weekly · August 25 – September 1, 2026

Do the models already know they can become a commodity?

Price wins, the queue appears, and the bill arrives later.

Weekly · August 17-24, 2026

Would you hire staff without knowing what they cost you each month?

Price wins, the queue appears, and the bill arrives later.

Weekly · August 10-16, 2026

Prices out of control, capex under strain, open models as a shield

The facts that moved the dilemmas this week.

Issue 03 · August 8, 2026

AI Has Already Arrived. The Results Haven't Yet.

The technology is already in companies' hands, and in their employees'. The challenge now is turning scattered capability and usage into real business results.

Issue 02 · August 1, 2026

The Trillion-Dollar AI Race: Why No One Can Slow Down

What is driving this industry to advance at such a frightening pace, chasing ever-smarter models and pouring in investment at a scale rarely seen in so little time?

Flash · July 28, 2026

AI bubble bursts on Korean exchange on the eve of Super Wednesday

Breaking news: Kospi -10.8%, Samsung -13.4%, SK Hynix -14.7%. A domestic retail bubble explodes on the eve of 4 catalysts that could trigger global repricing.

Issue 01 · July 25, 2026

The Six Dilemmas of the AI Revolution

Understand the AI industry from the inside, and how it is reshaping not just your daily life, but the entire economy.