Hi everyone,
There is a growing consensus among researchers that Artificial Super Intelligence (ASI) is a likely eventuality. This has made me re-evaluate the durability of the economic moats for some of the dominant companies of the last two decades.
I want to run a thought experiment to see where the consensus lies in this sub regarding long-term competitive advantages in a post-ASI world.
**The Scenario:**
Assume a future where ASI exists and is significantly smarter than humans, but remains aligned (i.e., it does not go rogue/apocalyptic).
**The Ask:**
Please copy the list below and rank the companies from **1 (Moat is destroyed/irrelevant)** to **10 (Moat is strengthened/unassailable)**.
I am trying to determine which business models rely purely on solving human limitations versus those that possess structural advantages (brand, regulation, physical assets) that even an ASI cannot easily disrupt.
**The List:**
* Apple:
* Google:
* NVIDIA:
* Mastercard:
* Evolution Gaming:
* Novo Nordisk:
* L'Oréal:
* Ferrari:
* MSCI Inc:
* Adobe:
* Booking Holdings:
* Verisign:
* Meta:
* Moody's:
* Intercontinental Exchange:
* ASML:
* Berkshire Hathaway:
Looking forward to seeing the rationale behind your rankings.