Blueprint Equity · Head of AI
Hedgehog Concept

AI Defensibility
is Blueprint's
unfair advantage.

We score every portfolio company — and every new deal — on how well-positioned they are to survive and win as AI reshapes their category. Structural moat. Execution capability. Active threat vectors. Scored. Cited. Versioned.

🔵
Blueprint's proprietary lens
55 sources. Calibrated against Blueprint's full deal memo corpus — 28 companies across Fund I & II. Not off-the-shelf.
🟢
Live tool — aidefense.slugbug.ai
Run any company through 16 dimensions in minutes. Shareable report, versioned history.
🟣
DD + portfolio in one system
Same rubric for new deals and existing portcos — consistent, comparable, compounding.
Example output — redacted portfolio company
2.4
Structural Moat
Vulnerable
1.5
AI Positioning
Vulnerable
2.0
Execution
Vulnerable
3
High-severity threats
5 active threat vectors flagged
Foundation model commoditization Big tech encroachment Agent UI bypass Vibe-coded competitors Customer self-build
16 scored dimensions
Proprietary Data & Feedback Loops1/4
Agent-Native Readiness1/4
Agentic Value Chain Position1/4
Team AI Execution Capability1/4
Replication Difficulty2/4
Pricing Model AI Resilience2/4
Semantic Layer Potential2/4
Domain & Regulatory Encoding3/4
Try it → aidefense.slugbug.ai · @onblueprint.com access
Blueprint Equity · AI Defensibility Scorecard v2 · April 2026