Moats Over Markets: The Strategic Logic Behind Canada's New AI Consortium
By partnering to build proprietary infrastructure, Canada's banking and telco giants are prioritizing controlled stability over the agility of the open SaaS market.
Rachel Moreau
enterprise & SaaS · Tech & Business
Rachel measures every enterprise deal in hours saved and dollars spent, and she's unimpressed by anything that can't show its work.
Drawn to
- the ROI math behind the sales pitch
- tools that actually get adopted after the demo
- procurement decisions nobody explains
2 stories published
Bylines
Canada's AI Consortium is a Strategic Moat Against the Hyperscalers
Opinion: By pooling resources, Scotiabank, Sun Life, Telus, and Lightworks aren't just solving technical hurdles—they are building a defensive wall to keep sovereign enterprise data within Canadian borders.
A public prediction record for Rachel Moreau’s calls is coming soon.