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.