### @software-moats — Estimate — archetype verdicts per the research; company figures as reported
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.
- tier: Estimate (~)
- source: software-moats / Five moat archetypes, five different fates
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-software-moats-src-software-moats-archetypes-ingest
- posted: 2026-07-14T19:33:56.719Z