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← A business competitor is not always a search competitor, and a search competitor is not always a business competitor.
17 connected korrents · 18 moments from 10 Sept 1993 to 29 Oct 2026.
Everything filed under investing
investing
Everything filed under team size
team size
Everything filed under startups
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Everything filed under venture capital
venture capital Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: A business competitor is not always a search competitor, and a search competitor is not always a business competitor. A business competitor is not always a search competitor, and a search competitor is not always a business competitor. Last stated 3 days ago
29 Oct 2026
ES
Eli Schwartz — holds since 2026-10-29 — tap for who they are
Same subject: A business's only real competition is its own costs, not the alternatives on the market, because staying in business means making more than you spend. — tap to centre the map on it A business's only real competition is its own costs, not the alternatives on the market, because staying in business means making more than you spend. Last stated 9 months ago
15 Feb 2026
JF
Jason Fried — holds since 2026-02-15 — tap for who they are
Same subject: Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow. — tap to centre the map on it Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow. Last stated 2 years ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: Cutting costs is not a sufficient core strategy for competing against giant, deep-pocketed competitors. — tap to centre the map on it Cutting costs is not a sufficient core strategy for competing against giant, deep-pocketed competitors. Last stated 33 years ago
10 Sept 1993
TP
Tom Peters — holds since 1993-09-10 — tap for who they are
Same subject: A business that cannot measure and manage itself as well as its competitors do is in serious danger. — tap to centre the map on it A business that cannot measure and manage itself as well as its competitors do is in serious danger. Last stated 2 years ago
1 Oct 2024
TG
Tren Griffin — holds since 2024-10-01 — tap for who they are
Same subject: The company that wins a market is almost always its first or second entrant, and a latecomer only takes the lead when the incumbent has failed horribly. — tap to centre the map on it The company that wins a market is almost always its first or second entrant, and a latecomer only takes the lead when the incumbent has failed horribly. Last stated 2 years ago
30 Apr 2025
TS
Tim Sweeney — holds since 2025-04-30 — tap for who they are
Same subject: Having little competition is bad for a business, because without a rival nobody keeps you honest about whether something is really good. — tap to centre the map on it Having little competition is bad for a business, because without a rival nobody keeps you honest about whether something is really good. Last stated 9 months ago
18 Jan 2026
TL
Tobias Lütke — holds since 2026-01-18 — tap for who they are
Same subject: The competitive threat to a small software company is a team of two or four working under the same constraints, never the behemoth. — tap to centre the map on it The competitive threat to a small software company is a team of two or four working under the same constraints, never the behemoth. Last stated 3 months ago
26 Jul 2026
DH
David Heinemeier Hansson — holds since 2026-07-26 — tap for who they are
Same subject: Counter-positioning exists only when an incumbent cannot copy what makes a challenger better without damaging its own existing business. — tap to centre the map on it Counter-positioning exists only when an incumbent cannot copy what makes a challenger better without damaging its own existing business. Last stated 2 months ago
10 Sept 2026
PM
Packy McCormick — holds since 2026-09-10 — tap for who they are
Same subject: A few senior individual contributors can be paid VP money and still cost less than the layered product org they replace. — tap to centre the map on it A few senior individual contributors can be paid VP money and still cost less than the layered product org they replace. Last stated 3 months ago
2 Aug 2026
TV
Tom Verrilli — holds since 2026-08-02 — tap for who they are
Same subject: A functionally organised engineering team seizes up at around a hundred people, because every feature then has to be negotiated against every other team's bandwidth. — tap to centre the map on it A functionally organised engineering team seizes up at around a hundred people, because every feature then has to be negotiated against every other team's bandwidth. Last stated 7 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: A group of fewer than four people is not a team: it behaves like a set of individuals, and a single departure knocks it back into maintenance. — tap to centre the map on it A group of fewer than four people is not a team: it behaves like a set of individuals, and a single departure knocks it back into maintenance. Last stated 8 years ago
14 Jul 2018
WL
Will Larson — holds since 2018-07-14 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 2 months ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 11 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 months ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
At the centre
A business competitor is not always a search competitor, and a search competitor is not always a business competitor.
Holds Read this korrent →
A business's only real competition is its own costs, not the alternatives on the market, because staying in business means making more than you spend.
Holds
Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow.
Holds
Cutting costs is not a sufficient core strategy for competing against giant, deep-pocketed competitors.
Holds
A business that cannot measure and manage itself as well as its competitors do is in serious danger.
Holds
The company that wins a market is almost always its first or second entrant, and a latecomer only takes the lead when the incumbent has failed horribly.
Holds
Having little competition is bad for a business, because without a rival nobody keeps you honest about whether something is really good.
Holds
The competitive threat to a small software company is a team of two or four working under the same constraints, never the behemoth.
Holds
Counter-positioning exists only when an incumbent cannot copy what makes a challenger better without damaging its own existing business.
Holds
A few senior individual contributors can be paid VP money and still cost less than the layered product org they replace.
Holds
A functionally organised engineering team seizes up at around a hundred people, because every feature then has to be negotiated against every other team's bandwidth.
Holds
A group of fewer than four people is not a team: it behaves like a set of individuals, and a single departure knocks it back into maintenance.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
Holds