Physical AI Competitive Moat Analysis — Durable vs. Temporary Advantages
Which competitive advantages for Tesla, Waymo, and Chinese AV players are structurally durable — and which will erode as the market matures?
Tags · #competitive-moat
Physical AI Competitive Moat Analysis — Network Effects, Data Flywheels, and Durable Advantages in the Tesla vs Waymo Long Race
Waymo: deep, narrow moat — best driverless operator and safety record. Tesla: broad moat — data flywheel, Supercharger, vertical integration, Optimus.
Physical AI Patents & IP Landscape — Who Owns the Key AV and Humanoid Moats
Patent portfolios are the most durable moat in physical AI — mapping who owns AV sensor fusion, neural driving, and humanoid kinematics IP heading into 2026.