Data flywheels built on proprietary usage data are amplified — Palantir's US commercial revenue grew 133% with 150% net retention. The other archetypes split: distribution bundling and workflow lock-in are contested, system-of-record is amplified though agents may detach workflows from monetized interfaces, and "AI-vulnerable deep moats" like e-signatures and tier-one support are eroded — high retention and margins masking exposure until the task dissolves.