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Deep Moat

Hosted by Lucian Armasu & John Komarek · business · EN

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About this Podcast:

When AI rewrites the rules of distribution, pricing, and product, what still counts as a moat? Deep Moat is a podcast about AI and competitive strategy, with founders, operators, and investors on what defensibility actually looks like.

Pitch Analysis

Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

28%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about Deep Moat

What is Deep Moat about?

When AI rewrites the rules of distribution, pricing, and product, what still counts as a moat? Deep Moat is a podcast about AI and competitive strategy, with founders, operators, and investors on what defensibility actually looks like.

Who hosts Deep Moat?

Deep Moat is hosted by Lucian Armasu & John Komarek. The show has published 11 episodes to date.

What has Deep Moat covered recently?

Recent episodes include "AI Labs Are Becoming Your Competitor" (22 August 2026, 31 minutes), "AI Models Are Getting Worse (Everyone's Bench Maxing)" (20 August 2026, 33 minutes), and "Opus 5's Price Cut Is a Trap" (31 July 2026, 17 minutes).

How often does Deep Moat publish?

Deep Moat publishes roughly weekly, with episodes averaging 23 minutes across 11 episodes.

How hard is it to get booked on Deep Moat?

Booking probability for Deep Moat is 28%, and the host is rated Selective on guests. Deep Moat requires a Pod Score of 80 or higher. Deep Moat's contact route on record: verified email.

Who should pitch Deep Moat?

The strongest fits for Deep Moat are Business & Management Consulting. Deep Moat has a business audience.

About the host

Lucian Armasu & John Komarek hosts Deep Moat, a business podcast with 11 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Deep Moat

    AI Labs Are Becoming Your Competitor

    Aug 22, 202631 min

    Palantir doubled its revenue selling sovereign AI to corporations, and every company that ever shipped its data to a frontier lab is now wondering whether it funded its own competitor. This week on Deep Moat: ◼ The...

  • Deep Moat

    AI Models Are Getting Worse (Everyone's Bench Maxing)

    Aug 20, 202633 min

    Every benchmark keeps going up, and the copy keeps getting worse. So what exactly are the labs optimizing for, and is anyone still building for the actual work? This week on Deep Moat: ◼ Why AI still can't make the...

  • Deep Moat

    Opus 5's Price Cut Is a Trap

    Jul 31, 202617 min

    Opus 5 finally gives us Fable-level performance without taking all of our money. So why does every task still spin for 15 minutes and cost about the same as before? This week on Deep Moat: ◼ Opus 5 eats fewer tokens...

  • Deep Moat

    Grok 4.5 and Musk's Impenetrable Moat

    Jul 16, 202618 min

    Grok 4.5 puts out around four times fewer tokens than GPT 5.5 or Opus 4.8, which is most of why it lands at four times the price cut. So if SpaceX AI has the GPUs, the cursor team and the rocket scientists, what is...

  • Deep Moat

    Fable 5 Is Too DANGEROUS for You (So They Removed It)

    Jun 15, 202618 minS0

    <p>Anthropic's new top model, Fable 5, is smarter than anything else out there, so they're locking parts of it down, pulling it out of subscriptions, and charging double for it. Is this the most powerful AI yet, or the...

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  • Deep Moat

    Opus 4.8 Just Exposed Anthropic's Biggest Problem

    Jun 5, 202619 minS0

    <p>Opus 4.8 is 61% cheaper than 4.7 and a bit smarter on most benchmarks, but it lost something on the way there. This week we break down what Anthropic traded for that price drop, why everyone in business suddenly...

  • Deep Moat

    Microsoft Just KILLED Claude Code (It's Bigger Than You Think)

    May 29, 202621 minS0

    <p>Microsoft just killed Claude Code inside the company, and Nvidia, Meta, and Uber are all rethinking how much they let employees burn on AI coding. The "token maxing" era is ending fast.</p><p></p><p>In this episode...

  • Deep Moat

    Google I/O Killed SEO

    May 22, 202625 minS0

    <p>Google just shipped enough at I/O to become the Apple of AI. We get into Gemini 3.5 Flash beating last year's Pro, why Spark is built so you never leave Google, and how Universal Cart quietly killed...

  • Deep Moat

    AI's Small Business Problem (and Shopify's Bigger One)

    May 19, 202620 minS0

    <p>AI is quietly eating ecommerce, and Shopify's running out of moat. We get into Anthropic's new Cloud for Business, why 96% of AI deployments still fail, and how Stripe just made it possible for an agent to spin up a...

  • Deep Moat

    Anthropic Pulls Ahead: Claude Code, Codex, and the AI Agent Wars

    May 12, 202629 minS0

    <p>Anthropic is pulling ahead, OpenAI is fighting back, and the AI agent wars are getting messy.</p><p></p><p>In this episode, we break down Anthropic’s enterprise-first strategy, why Claude Code became a serious growth...

  • Deep Moat

    GPT-5.5 Gets Sharper, Meta Opens the Ads Stack

    May 4, 202615 minS0

    <p>The conversation covers the improvements in GPT 5.5, the shift in model autonomy and specificity, and Meta's acquisition of Manus and the release of CLI and MCP server access for Facebook AI...

Recent guests

Recent guests on Deep Moat. Study who booked and why before you pitch.

K

Karpathy

Anthropic

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