Moat Radar
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METHODOLOGY

How each issue gets made

Layers of depth, source hierarchy and editorial criteria


This newsletter has three layers of depth, each for a different kind of reader. "In One Line" is the summary, for anyone who just wants to catch up on the week's themes. "The Dilemma Map" walks through each dilemma more slowly, for anyone who wants to understand what it is about. And the Supply and Demand sections, further down in each edition, are the deep dive: the data, dates and examples that support each dilemma, for anyone who wants to go deeper.

Beyond original insights gathered by cross-referencing multiple sources (what we call "below the radar"), we also cover off-market deals, institutional moves, executive transactions, business noise and innovations still emerging or in early stages, before they become headlines.

Curation cross-checks multiple market sources, already split along the same supply and demand lens, plus a cross-cutting read covering both sides day to day. The source hierarchy prioritizes primary documents (company reports, regulatory filings, original papers), followed by specialist analysis, journalistic reporting and, only when there is no alternative, aggregators.

References that shape us

Beyond each week's own curation, Moat Radar's reading is shaped by a fixed set of voices we follow closely: Stratechery (Ben Thompson), SemiAnalysis (Dylan Patel), One Useful Thing (Ethan Mollick), Axios AI+ and the Dwarkesh Podcast. They are not our only input, but they are the recurring reference behind the tone and the themes we prioritize.


Frequently asked questions

What is Moat Radar's methodology?

Each edition has three layers of depth: a one-line summary, a dilemma map explaining each theme, and deep-dive Supply and Demand sections with data, dates and examples that support each dilemma.

How are Moat Radar's sources selected and verified?

Curation cross-checks multiple market sources, prioritizing primary documents, specialist analysis and verifiable reporting, always with a date and access link. Among the fixed references that shape this reading are Stratechery, SemiAnalysis, One Useful Thing, Axios AI+ and the Dwarkesh Podcast.