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← A company with no moats will eventually get copied by competitors no matter how good its product is.

17 connected korrents · 15 moments from 8 Jan 2013 to 12 Oct 2026.

Everything filed under startups startups Everything filed under coding agents coding agents Everything filed under creativity creativity Everything filed under SaaS SaaS Everything filed under ideas vs execution ideas vs execution Everything filed under innovation innovation Everything filed under investing investing Everything filed under social media social media Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: A company with no moats will eventually get copied by competitors no matter how good its product is. A company with no moats will eventuallyget copied by competitors no matter howgood its product is. Last stated a month ago 10 Sept 2026 PM Packy McCormick — holds since 2026-09-10 — tap for who they are Same subject: Network effects are not a sufficient moat, because software features get copied however many patents you hold. — tap to centre the map on it Network effects are not a sufficientmoat, because software features getcopied however many patents youhold. Last stated 6 months ago 26 Apr 2026 ES Evan Spiegel — holds since 2026-04-26 — tap for who they are Same subject: Product quality and software engineering ability no longer function as a competitive moat because AI can replicate them quickly. — tap to centre the map on it Product quality and softwareengineering ability no longerfunction as a competitive moatbecause AI can replicate themquickly. Last stated 7 months ago 3 Apr 2026 AK Arvid Kahl — holds since 2026-04-03 — tap for who they are Same subject: None of the classic business moats are based on how hard the software is to make. — tap to centre the map on it None of the classic business moatsare based on how hard the softwareis to make. Last stated 2 months ago 6 Sept 2026 AA Anish Acharya — holds since 2026-09-06 — tap for who they are Same subject: The durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself. — tap to centre the map on it The durable competitive moat in anAI-driven business is proprietaryhuman-originated data, not the AIitself. Last stated 7 months ago 20 Mar 2026 AK Arvid Kahl — holds since 2026-03-20 — tap for who they are Same subject: In AI coding products, brand and moats matter less than continued innovation: stop innovating on the product and you lose. — tap to centre the map on it In AI coding products, brand andmoats matter less than continuedinnovation: stop innovating on theproduct and you lose. Last stated 2 years ago 6 Oct 2024 MT Michael Truell — holds since 2024-10-06 — tap for who they are Same subject: The remaining business moats are proprietary data, network effects, distribution, hardware, capital, and regulation. — tap to centre the map on it The remaining business moats areproprietary data, network effects,distribution, hardware, capital, andregulation. Last stated 2 weeks ago 12 Oct 2026 PL Pieter Levels — holds since 2026-10-12 — tap for who they are Same subject: Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor. — tap to centre the map on it Deep, relationship-based customermoats remain something AI codingtools cannot replicate for acompetitor. Last stated 7 months ago 3 Apr 2026 AK Arvid Kahl — holds since 2026-04-03 — tap for who they are Same subject: Some software moats will remain like social media and ecommerce, but they will be used by AI to build personal software — tap to centre the map on it Some software moats will remain likesocial media and ecommerce, but theywill be used by AI to build personalsoftware Last stated 2 weeks ago 11 Oct 2026 PL Pieter Levels — holds since 2026-10-11 — tap for who they are Same subject: After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. — tap to centre the map on it After the cloud exit, the next stepis out of the data centre: homeservers and multi-gigabit homeconnections make the garage startupliteral again. Last stated a year ago 12 Jul 2025 DH David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are Same subject: Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. — tap to centre the map on it Agents working locally can be farmore powerful than any privatewalled garden that exists out therein the cloud. Last stated 4 months ago 30 Jun 2026 MT Meng To — holds since 2026-06-30 — tap for who they are Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it AI agents and AI coding will run onservers and from the cloud first,not on your laptop. Last stated 4 months ago 28 Jun 2026 PL Pieter Levels — holds since 2026-06-28 — tap for who they are Same subject: “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. — tap to centre the map on it “Why now?” is the wrong question tomake a founder answer — the honestanswer can simply be that youstarted now. Last stated 3 months ago 28 Jul 2026 BS Blake Scholl — holds since 2026-07-28 — tap for who they are Same subject: A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. — tap to centre the map on it A belief nobody else shares is awarning, and a belief everybodyshares is also a warning; the rightnumber of people who agree with youis small but not zero. Last stated 3 months ago 28 Jul 2026 SA Sam Altman — holds since 2026-07-28 — tap for who they are Same subject: A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. — tap to centre the map on it A business can have market fit, realadvantages, and sustained effortbehind a hard product and still failif it doesn't give customers astrong enough reason to switch fromwhat they already use. Last stated 5 months ago 2 Jun 2026 JJ Justin Jackson — holds since 2026-06-02 — tap for who they are Same subject: A contest between five paid firms is not the way to get good creative work. — tap to centre the map on it A contest between five paid firms isnot the way to get good creativework. Last stated 2 months ago 14 Aug 2026 SK Susan Kare — holds since 2026-08-14 — tap for who they are Same subject: A feeling of responsibility is probably the greatest inhibitor of creativity; great ideas came from people not paid to have them — tap to centre the map on it A feeling of responsibility isprobably the greatest inhibitor ofcreativity; great ideas came frompeople not paid to have them IA Isaac Asimov — holds since c. 1959 — tap for who they are Same subject: A free-wheeling, anarchic neural organization may be the secret of human creativity, at the price of susceptibility to mental illness — tap to centre the map on it A free-wheeling, anarchic neuralorganization may be the secret ofhuman creativity, at the price ofsusceptibility to mental illness Last stated 14 years ago 8 Jan 2013 DD Daniel Dennett — holds since 2013-01-08 — tap for who they are
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At the centre A company with no moats will eventually get copied by competitors no matter how good its product is. Last stated 10 Sept 2026 · a month ago Holds Packy McCormick Read this korrent →