Anthropic Partner: 80% of AI Companies Will Die, There Are Only 3 Real Moats 1. 80% of AI Companies Will Die The AI field is at a turning point from crazy financing to brutal selection. The so-called "dying" mainly refers to the following three types of companies: API Wrappers: These are companies that only layer a UI on top of the interfaces of OpenAI or Anthropic, without any proprietary technology or unique scenarios. Functional Tools: These solve a small pain point but will soon be overshadowed by built-in features of large models (like GPT-5, Claude 4). Inefficient Competitors: In the same niche (like AI writing, basic programming assistants), there are 100 competitors, and ultimately only the top 2-3 will survive, while the remaining 80% will disappear due to inability to secure the next round of funding or being acquired. 2. The 3 Real Moats That Can Survive In the AI era, competitiveness is no longer about whose model is stronger (as models are being commoditized), but rather on the following three dimensions: 1. Data Moat Core Logic: Not all data is useful; the real moat is the 80% of unstructured data within the company (emails, PDFs, meeting notes, chat logs). Winning companies must be able to access these data silos and utilize AI to clean and structure them. Once AI deeply understands the company's proprietary business logic, competitors' models trained solely on public data cannot replace it. 2. Workflow Moat Core Logic: AI cannot just be a dialogue box; it must become a working system. Successful AI applications must be deeply embedded in users' daily office processes. When users are accustomed to performing end-to-end operations on your platform, the migration cost of switching tools becomes the real moat. 3. Record System Moat Core Logic: Become the container that stores the core truths of the business. History has shown that the most stable state for software companies is to become a record system. If your AI tool can not only generate content but also store, track, and manage that content (for example: not just writing code but managing the entire deployment cycle of the code), you will hold the data sovereignty of the enterprise. 2025-2026 will be the year of Agents. Purely assistive Copilots are losing their charm; Agents capable of autonomously completing complex tasks (like the Claude Code or Computer Use features launched by Anthropic, openclaw, etc.) will be the mainstream of the future....