Companies that want to maintain a data moat will work to maintain that moat in the face of any new technology.

But not all data in the world is protected in that way. The use cases they promote are just easy to grasp, although they are misleading due to the reality that those examples are often ones protected by data moats.

I mean, I doubt Facebook is going to create an MCP that allows you to deeply access your social graph in a way that will allow you to bypass whatever tracking they want to do to feed their ad business. But Blender, the open source 3d application, may provide a decent MCP to interact with their application. And Wikipedia might get a few decent MCP integrations to expose their knowledge base for easier integration with LLMs (although less useful I suppose considering every LLM would be trained on that data anyway).

I guess it is just a matter of optimism vs. pessimism, (glass half empty vs. glass half full). MCP won't make data moats disappear, but they may make data that isn't behind a moat easier to work with for LLMs.