币界网报道：Chris Dixon, partner of a16z, recently published an insight report on the consumer sector, pointing out that the competitive advantage of enterprises in the AI era has undergone a fundamental change. The report believes that the traditional "moat" theory is failing, and traditional barriers such as data network effects and economies of scale have become fragile in the AI era because open source models and cloud computing have lowered the entry threshold. The report emphasizes that speed has become a new core competitiveness, and companies need to quickly iterate products, obtain user feedback and continue to improve. The report specifically points out that AI startups should focus on niche areas to quickly establish a user base and maintain their leading edge by continuously optimizing user experience, rather than over-relying on traditional defenses such as technology patents or data accumulation.