You're advising an investor evaluating an AI-generated content platform used by game developers for assets, dialogue, quests, and live-ops content. The product appears useful, but the market is moving quickly, model quality is improving across the board, and new entrants can launch with similar base models and lower prices. Leadership wants to know whether this business can build defensibility that lasts beyond a short product lead.
How would you evaluate whether an AI-generated content platform for game developers has a durable moat?