Your Graph is your MOAT

As technology advances at an unprecedented pace, traditional business "moats" are being challenged. This video explores why software alone is no longer a durable competitive advantage and how companies can leverage the power of Knowledge Graphs and GraphRAG to build defensible, AI-driven businesses. Philip Rathe, Neo4j CTO at WebSummit 2026, dives into: The New Competitive Moat: Why proprietary data and world-class domain understanding are essential in the age of AI. The Trillion-Dollar Opportunity: How "Context Graphs" and decision traces are revolutionizing business processes. Lessons from Giants: A look at how Google used graph algorithms like PageRank to disrupt the search industry and how they continue to use graphs with LLMs today. GraphRAG & Technical Gains: Moving beyond simple vector search to achieve better accuracy, reduced hallucinations, and massive performance improvements. Seeing Data Differently: Adopting a "graph mindset" to unlock new possibilities in cybersecurity, pharmaceutical research, and enterprise data management. Whether you are a SaaS founder, a technologist, or a business leader, learn how to find your "graph play" and turn AI into your greatest competitive edge. 00:04 - The collapse of traditional SaaS moats and the need for new defensibility. 02:18 - Identifying durable advantages: Proprietary data and community network effects. 05:10 - Introduction to GraphRAG and overcoming the limitations of long-context prompts. 11:25 - Case studies: How Google and JupiterOne use graphs for massive technical and business gains.