Intuit (INTU) Deep Research v1.0: The Truth About the Moat — Four Engines, Four Artificial Barriers, One Management Team That Has Not Answered the AI Question
The truth about INTU's moat — three of four engines built on political rent-seeking or AI-bypassable intermediary positions. Short-term FCF is real; long-term moat quality is concerning. Management has not answered what INTU is in the AI era.