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How LLMs Kill the Workflow Interface Moat

The interface was the moat... until recently.

Found quite interesting ideas in the article: The Crumbling Workflow Moat: Aggregation Theory’s Final Chapter

For years, software companies didn’t win because of data - they won because of interfaces: complex workflows/plugins/exports/shortcuts. I know at least several examples where that friction created massive switching costs. Basically, their interface was the moat.

In Web 2.0, aggregators like Google commoditized discovery. At the same time suppliers still owned two things:

  • interface
  • data

That’s why vertical software could charge premium prices.

but it looks like LLMs change that.

The LLM chat becomes the interface. You don’t open tools, learn workflows, or even know which vendor is used. You just ask: Give me XXX, analyze YYY, run ZZZ

When the interface disappears, all that’s left is API vs API.

That’s the scary part. You don't have brand visibility/UX differentiation/no workflow lock-in. Pricing power collapses unless the data is truly proprietary. If your data can be licensed, scraped, or replicated, there’s no moat left - just commodity competition.

Takeaways:

  • Interface-based moats are dying
  • Proprietary data still matters
  • Whoever owns the chat interface becomes the new aggregator

Yes, it’s a painful, especially if you’ve spent years building beautiful UX but the reality is simple:

Talking to an LLM is often a better experience than learning another complex tool.

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