AI moats by market

Security, Healthcare, Data and Finance have the widest moats in AI: their products are costly to leave and hard to copy. Security, Healthcare and Finance are also protected by strict compliance rules. Video, Image, Social and Writing have the weakest, with many products that could be rebuilt on a public model in days. Across all 7,456 live AI products on FalcoScan, 22% have a wide moat and 26% have none.

Data updated · every live AI product rated: 7,456 of 8,021 listings · 29 markets

Explore the moat mapCheck your product’s moat

7,456live AI products rated for moat
29markets compared
22%of rated products have a wide moat
62average moat across AI, out of 100

Every rated product, by moat

Wide 22% (1,614)Narrow 52% (3,880)None 26% (1,962)

Moat by market

Each market’s average moat out of 100, its main moat, and how it rates on five moat sources and two threats against the other AI markets.

Widest moat79, wide moat
Narrowest moat37, no moat
Markets with a wide moat4 of 29Security, Healthcare, Data, Finance
Most common main moat13 marketsHard to copy

29 markets, widest moat first. Select a market to open its profile.

Moat rating, average moat, main moat, each moat source and each threat for every AI market
MarketMoatAverageMain moatStrong sourcesMoat sourcesThreats
SwitchingRetentionHard to copyRegulationEcosystemWrapperPlatform
SecurityWide79RegulationSwitching, Retention, Hard to copy, Regulation64, strong93, strong88, strong85, strong58, moderate0, low36, some
HealthcareWide78RegulationSwitching, Retention, Hard to copy, Regulation73, strong76, strong88, strong100, strong42, weak0, low35, some
DataWide76SwitchingSwitching, Retention, Hard to copy69, strong78, strong86, strong48, moderate61, moderate2, low36, some
FinanceWide76RegulationSwitching, Retention, Hard to copy, Regulation67, strong81, strong85, strong100, strong55, moderate1, low32, low
LegalNarrow71RegulationRetention, Hard to copy, Regulation55, moderate75, strong86, strong100, strong40, weak0, low26, low
AI ModelsNarrow68Hard to copyHard to copy43, moderate69, moderate89, strong10, weak57, moderate1, low19, low
Human ResourcesNarrow68SwitchingSwitching66, strong72, moderate77, moderate50, moderate64, moderate0, low34, low
SalesNarrow68SwitchingSwitching, Ecosystem73, strong71, moderate64, weak45, moderate72, strong28, some51, high
AutomationNarrow67SwitchingSwitching64, strong72, moderate76, moderate4, weak30, weak0, low48, some
EcommerceNarrow67RetentionNone strong59, moderate74, moderate74, moderate4, weak60, moderate11, some61, high
SupportNarrow66SwitchingSwitching, Retention, Ecosystem68, strong77, strong59, weak45, moderate72, strong40, high52, high
Real EstateNarrow65Hard to copyHard to copy47, moderate69, moderate83, strong50, moderate48, moderate0, low41, some
AgentsNarrow63Hard to copyNone strong42, moderate71, moderate77, moderate0, weak57, moderate18, some32, low
VoiceNarrow62Hard to copyHard to copy36, weak68, moderate82, strong1, weak44, weak5, low26, low
GamingNarrow61Hard to copyHard to copy30, weak69, moderate85, strong1, weak53, moderate0, low26, low
MarketingNarrow61EcosystemRetention, Ecosystem47, moderate76, strong66, moderate0, weak69, strong23, some52, high
3D & AR/VRNarrow60Hard to copyHard to copy32, weak66, moderate84, strong2, weak61, moderate0, low27, low
CodingNarrow60RetentionNone strong40, weak70, moderate70, moderate1, weak58, moderate28, some43, some
ProductivityNarrow60RetentionRetention48, moderate78, strong55, weak2, weak42, weak46, high50, some
DesignNarrow56Hard to copyNone strong34, weak63, weak71, moderate0, weak31, weak17, some33, low
ResearchNarrow56Hard to copyNone strong27, weak68, moderate78, moderate3, weak32, weak1, low23, low
LearningNo moat54RetentionNone strong27, weak72, moderate64, weak1, weak15, weak30, high40, some
AvatarsNo moat52Hard to copyNone strong17, weak61, weak79, moderate0, weak40, weak0, low21, low
MusicNo moat51Hard to copyNone strong20, weak56, weak78, moderate1, weak24, weak2, low20, low
Search & SEONo moat51Hard to copyNone strong29, weak53, weak74, moderate1, weak39, weak1, low54, high
VideoNo moat51Hard to copyNone strong22, weak57, weak73, moderate0, weak29, weak12, some25, low
ImageNo moat48Hard to copyNone strong16, weak52, weak74, moderate0, weak33, weak11, some22, low
SocialNo moat44EcosystemNone strong26, weak57, weak48, weak0, weak47, moderate46, high65, high
WritingNo moat37NoneNone strong14, weak55, weak39, weak0, weak19, weak65, high47, some
Moat sources, against other AI markets: Strong Moderate WeakThreats: High Some LowAll values 0 to 100.Open a market for its five moat sources and two threats.

Check your product’s moat

We read your product’s public website and compare it with every rated product in its market. The first answer is free; the full report opens with a free account.

Free. We read a few public pages and honour robots.txt. Nothing you enter is published.

  • Straight away, freeYour moat rating and the two biggest findings from your site.
  • With a free accountYour score out of 100, where it ranks in your market, the four inputs, the changes worth the most points and the rivals with the widest moats.
  • On paid plansExact moat scores for every rival, the Market Terminal, and the API and MCP for your own tools.

The widest moat in each market

The product with the highest moat score in each market, and the two after it. Ratings are public; exact scores and their inputs are on paid plans.

The AI product with the widest moat in each market
MarketWidest moatRatingStrong onMoat score
SecurityApiiroAI application risk graphNext: CrowdStrike Charlotte AI, Axonius CyberWideSwitching costs, Habit and retention, Hard to copy, Regulatory barrier, Ecosystem
HealthcareButterfly IQ AI UltrasoundAI-powered handheld ultrasound for point-of-care diagnosticsNext: DeepMind AlphaFold, iRhythm Zio AIWideSwitching costs, Habit and retention, Hard to copy, Regulatory barrier
DataCube Metrics LayerUniversal semantic layer for BI and AINext: dbt Semantic Layer, Glean EnterpriseWideSwitching costs, Habit and retention, Hard to copy, Ecosystem
FinanceRamp Finance AIAI-powered corporate card and spend managementNext: Baremetrics, Carta Equity AIWideSwitching costs, Habit and retention, Hard to copy, Regulatory barrier, Ecosystem
LegalHarvey Legal AIAI legal assistant trained on law for law firmsNext: Ontra Network Agreements, Sievert Legal ComplianceWideSwitching costs, Habit and retention, Hard to copy, Regulatory barrier, Ecosystem
AI ModelsJAXComposable transformations of Python+NumPy programs: differentiate, vectorize, JIT to GPU/TPU, and moreNext: Preferred Networks, EtchedWideSwitching costs, Habit and retention, Hard to copy
Human ResourcesRippling AI WorkforceUnified workforce management with AI automationNext: Deel AI Global HR, Eightfold Talent AIWideSwitching costs, Habit and retention, Ecosystem
SalesGongRevenue intelligence platform that analyzes every sales interactionNext: Saleo, AttentionWideSwitching costs, Habit and retention, Hard to copy
AutomationUBTECH Walker SHumanoid robotics AI for industrial deploymentNext: Climeworks, VerityWideSwitching costs, Habit and retention, Hard to copy, Regulatory barrier
EcommerceNorthbeam AttributionMulti-touch attribution for DTC marketersNext: Gorgias E-commerce, Mercado Libre AIWideSwitching costs, Habit and retention, Hard to copy, Ecosystem
SupportSierra AI ConversationsConversational AI for customer experienceNext: Gorgias, Mavenoid AI TechWideSwitching costs, Habit and retention, Hard to copy, Ecosystem
Real EstateArchistar Property AIAI site analysis and planning feasibility for real estateNext: Restb.ai Property AI, Virtual Staging AIWideHabit and retention, Hard to copy, Ecosystem
AgentsSierraConversational AI agents for customer experienceNext: E2B Cloud Sandbox, E2B Code SandboxWideSwitching costs, Habit and retention, Hard to copy
VoiceSuno StudioCreate full songs with AI in secondsNext: Vapi Voice AI, DeepgramWideHabit and retention, Hard to copy
GamingNvidia DLSS 4 AIAI super resolution and frame generation for game performanceNext: Charisma AI Narrative, Genvid Technologies AIWideHabit and retention, Hard to copy, Ecosystem
Marketing6senseRevenue AI for B2B marketing and salesNext: Demandbase ABM AI, Rockerbox AttributionWideHabit and retention, Hard to copy, Ecosystem
3D & AR/VRDJIAI-powered drone platformNext: Tobii, Cognixion XR AccessibilityWideSwitching costs, Habit and retention, Hard to copy, Regulatory barrier
CodingStripeThe developer-first payments infrastructure powering the internetNext: Mendix, Inngest WorkflowsWideHabit and retention, Hard to copy, Ecosystem
ProductivityDeepLAI-powered translation that rivals humansNext: Glean, Google NotebookLMWideHabit and retention, Hard to copy
DesignWebflow DesignerVisual web design tool for professional designersNext: Rive, Relume WebsiteWideHabit and retention, Hard to copy, Ecosystem
ResearchLila SciencesAutonomous AI scientistNext: NotCo, Open Alex Research APIWideSwitching costs, Habit and retention, Hard to copy, Regulatory barrier
LearningReadwiseResurface your highlights and learn from what you readNext: Scrimba, Ello ReadingWideHabit and retention, Hard to copy
AvatarsInworld AI NPCsAI NPC and character platform for game developersNext: Convai AI Characters, Metahuman Animator UE5NarrowHabit and retention, Hard to copy, Ecosystem
MusicUdio AI Song CreatorStudio-quality AI song generation with detailed style controlNext: Suno AI Music Platform, Supertone AI VoiceNarrowHabit and retention, Hard to copy
Search & SEOKeyword Insights AIAI keyword clustering and content planning toolNext: ContentKing Real-time SEO, Keyword Insights ClusterNarrowHabit and retention, Hard to copy
VideoDescript FullAll-in-one podcast and video editorNext: Veo 2, DescriptWideHabit and retention, Hard to copy
ImageAdobe Firefly 4 ProLatest Firefly model with IP-safe generationNext: Runway, Civitai MarketplaceWideHabit and retention, Hard to copy, Ecosystem
SocialTraackr Influencer AIData-driven influencer marketing platformNext: Brandwatch Consumer AI, TikTok Creator StudioNarrowHabit and retention, Hard to copy, Ecosystem
WritingAcrolinxEnterprise content governance and AI writing alignmentNext: Roam Research, Wordsmith by Automated InsightsNarrowHabit and retention, Hard to copy

Markets ranked by moat source

Choose a moat source or threat to re-rank every market on it.

The market’s average product moat, out of 100. Higher is better. The dashed line is the average across markets, 62.

Moat and crowding

Each market’s average moat against its saturation. The dashed lines mark the median market, which splits the markets into four groups.

Protected and open

Wider moats, less crowded than the typical AI market.

Protected but crowded

Wider moats, more crowded than the typical market.

Exposed but open

Narrower moats, less crowded than the typical market.

Exposed and crowded

Narrower moats, more crowded than the typical market.

How moats are measured

The sources follow the established moat frameworks (Morningstar’s moat sources and Hamilton Helmer’s 7 Powers), limited to what FalcoScan measures on every product. Network effects, proprietary data, scale and brand are not scored yet.

01Switching costs
How much time, data and retraining a customer would lose by moving to a rival.
Moat sourceProduct input: switching cost
02Habit and retention
How deeply the product sits in a daily routine or workflow.
Moat sourceProduct input: stickiness
03Hard to copy
Differentiation from rivals, and how few products are thin layers over a public model.
Moat sourceProduct input: differentiation, with the share of non-wrappers
04Regulatory barrier
Compliance work (health, finance, legal, privacy rules) a new entrant must clear first.
Moat sourceMarket measure only
05Ecosystem
Share of products with a public API and with ten or more integrations.
Moat sourceMarket measure only
06Wrapper exposure
Share of products whose core could be rebuilt on a public model in days.
Threat, counts againstProduct input: wrapper risk
07Platform dependency
How much products rely on another company’s platform (a social network, a store, a search engine) to work.
Threat, counts againstMarket measure only

The moat score

moat score = 0.30 × switching cost + 0.25 × stickiness + 0.25 × differentiation + 0.20 × (100 − wrapper risk)

Switching cost · 30%
How much time, data and retraining a customer would lose by leaving. Scale 0 to 100. Feeds Switching costs.
Stickiness · 25%
How often and how deeply the product is used. Scale 1 to 5, rescaled to 0 to 100. Feeds Habit and retention.
Differentiation · 25%
How different the product is from its rivals. Scale 1 to 5, rescaled to 0 to 100. Feeds Hard to copy.
Wrapper risk · 20%
How likely the product is a thin layer over a public model. Scale 0 to 100, counted inverted. Feeds Wrapper exposure.

Regulatory barrier, ecosystem and platform dependency describe the market and are not part of a product’s score. A market’s rating is the average of its rated products’ scores. Full methodology

Wide moatScore 75 or more22% of rated products
Narrow moatScore 55 to 7452% of rated products
No moatScore below 5526% of rated products

All markets

Each market has its own page with its moat profile, threats and widest-moat products, and any two can be compared side by side. The number is the market’s average moat out of 100.

Compare two markets

Questions

Every live AI product on FalcoScan is rated: 7,456 of 8,021 listings. The other 565 are 257 products that shut down or were acquired (no moat left to rate) and 308 AI directories (a market of their own, not AI products). 681 of the rated products carry scores estimated from their market’s peers until the FalcoScan model scores them.

Which AI markets have the strongest moats?

Security, Healthcare, Data and Finance rate a wide moat on FalcoScan. Security has the highest average moat, 79 out of 100, with 294 of its 348 rated products rated wide.

Which AI markets have no moat?

Learning, Avatars, Music, Search & SEO, Video, Image, Social and Writing average below 55 out of 100. Writing is lowest at 37, and 82% of its products have no moat.

Which AI products have the widest moats?

On FalcoScan's moat rating, the widest moat in each market belongs to products such as Apiiro in Security, Butterfly IQ AI Ultrasound in Healthcare, Cube Metrics Layer in Data and Ramp Finance AI in Finance. The leader of every market is listed on this page.

Which AI markets are protected but still open to new products?

Security, Healthcare, Data, Legal, AI Models, Human Resources, Automation, Real Estate and Agents combine a wider moat than the typical AI market with less crowding than the typical market, on FalcoScan's data.

Do AI wrappers have a moat?

Rarely. Wrapper risk counts against the moat score, and the markets where many products are thin layers over a public model (Support, Productivity, Learning, Social and Writing) sit among the narrowest moats.

What is a moat for an AI product?

A moat is what stops a rival or a general AI model from taking a product’s customers. FalcoScan measures five sources: switching costs, habit and retention, how hard the product is to copy, regulatory barriers, and how wired it is into other tools. It also tracks two threats: being a thin wrapper over a public model, and depending on another company’s platform.

Does regulation protect AI products?

In Security, Healthcare, Finance and Legal, most products face high compliance friction, and those markets average among the widest moats. A new entrant has to meet those industries’ rules before it can sell.

How is the FalcoScan moat rating calculated?

Each product’s moat score blends four inputs: switching cost (30%, which feeds the switching costs measure), stickiness (25%, habit and retention), differentiation (25%, hard to copy) and the inverse of wrapper risk (20%, wrapper exposure). A score of 75 or more is a wide moat, 55 to 74 is narrow, and below 55 is none. A market’s rating is the average of its products; regulatory barrier, ecosystem and platform dependency describe the market and are not part of a product’s score.

How do two AI markets compare on moat?

Every pair of the 29 markets has a comparison page with their average moats, moat sources, threats, crowding and widest-moat products side by side, for example Security against Writing.

Why does FalcoScan rate fewer products for moat than it lists?

Every live AI product on FalcoScan is rated: 7,456 of 8,021 listings. The other 565 are 257 products that shut down or were acquired (no moat left to rate) and 308 AI directories (a market of their own, not AI products). 681 of the rated products carry scores estimated from their market’s peers until the FalcoScan model scores them.

Can makers show their product’s moat rating?

Yes. A product listed on FalcoScan that rates a wide or narrow moat on the model’s scores can add a free moat badge to its site or README from falcoscan.com/badges. The badge shows the band, never the score, and updates daily with the rating.

How can I check my own product’s moat?

Enter its name, website and market in the moat check on this page. FalcoScan reads a few public pages, compares what it finds with every rated product in that market and returns a moat rating straight away; the full report, with a score out of 100 and the changes worth the most, opens with a free account.

Cite and share

Quote a figure or the methodology, link to the page, or take the market data for your own analysis.

Citation

FalcoScan, “AI Moats: which AI markets are hard to copy”, data updated 9 October 2026. https://falcoscan.com/moats

BibTeX
@misc{falcoscan_moats_2026,
  author = {{FalcoScan}},
  title = {AI Moats: which AI markets are hard to copy},
  year = {2026},
  month = oct,
  howpublished = {\url{https://falcoscan.com/moats}},
  note = {Data updated 9 October 2026}
}
The methodology

FalcoScan, “FalcoScan AI Moat Methodology”, data updated 9 October 2026. https://falcoscan.com/moats#method

Link for your site

<a href="https://falcoscan.com/moats">AI moat ratings by market (FalcoScan)</a>

Market data

Every market’s moat rating, average, sources, threats and saturation, as a CSV or as Markdown with the method and definitions. Free to use with a citation.

MarkdownCSV

The figures refresh daily from the FalcoScan catalog. When you quote one, quote the date with it: .

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