AI is the product.
Your moat is built around AI. Your category exists because AI made it possible. The company has no version of itself that survives without frontier model access.
Examples: Anthropic, OpenAI, Cursor, Perplexity, Glean.
Pick this only if AI being commoditized would end the company. If AI is your accelerant, you are a Compounder, not a Native.
Existing moat, AI as multiplier.
You have a real business that pre-dated the AI wave. The CoG question for you is whether the gravity has moved toward the AI-era operating model or whether mass still sits in the old shape.
Examples: Google, Adobe, Salesforce, Atlassian, Microsoft.
Pick this only if you can name your pre-AI moat in one sentence. If you cannot, you are a Spectator hoping AI gives you one.
Regulated, deliberate, safety-first.
You operate in a regime where the cost of being wrong is asymmetric. Your gravity is correctly heavy on compliance, audit, and process. The CoG question is whether your AI-era gravity sits where the strategy says, without breaking the posture that defines you.
Examples: Banks, defense, healthcare systems, central infrastructure operators.
Pick this only if 'we move slowly because the cost of failure is regulatory or human-life' is true. If you move slowly because of habit, you are a Spectator.
Talking about AI, not yet operating around it.
You have AI initiatives, AI working groups, an AI strategy slide. The CoG question is whether your stated trajectory has even started moving the gravity, or whether the org continues to orbit what it always orbited.
Examples: Most Fortune 1000 outside tech, most enterprise SaaS over 15 years old, most legacy services firms.
If the gravity in your company has not visibly moved in 12 months, this is you. Naming it is the prerequisite for moving out of it.