November by D'Ornano + Co: Introducing the Durable Growth Moat - What ServiceTitan and Palantir Tell Us About Sustainable Tech Advantage

This is our monthly newsletter dedicated to Tech x Investments.

Dear readers,

Picture a medieval castle surrounded by its protective moat. For centuries, this image has defined how investors think about competitive advantages. But today's technology companies (and those putting tech front and center of their business models) face threats that don't just come from across the land and water – they come from aerial assaults like generative AI breakthroughs and invisible forces like shifting customer behaviors. And there are still other unpredictable dimensions from which an attack may come that we are still discovering.

Withstanding these attacks requires deep underground fortification through robust fundamentals. Including strong unit economics and operational efficiency. Two years after ChatGPT's debut revolutionized our understanding of AI's potential, this multi-dimensional defense has never been more critical.

When a single AI advancement can reshape entire industries overnight, we need to fundamentally rethink protection and how to fortify defenses