Moat Radar
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Weekly Moat Radar

What happened in the AI industry this week, focused on what actually moved.

Latest weekly
Previous weeklies
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.

Flash · July 28, 2026

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

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