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← A platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned.
17 connected korrents · 17 moments from 16 Feb 2022 to 21 Oct 2026.
Everything filed under OpenAI
OpenAI
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scaling laws
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startups
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ideas vs execution
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investing 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 platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned. A platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned. Last stated 6 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: Good developers breed strong platforms — tap to centre the map on it Good developers breed strong platforms Last stated 5 years ago
16 Feb 2022
DH
David Heinemeier Hansson — holds since 2022-02-16 — 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 an AI-driven business is proprietary human-originated data, not the AI itself. Last stated 7 months ago
20 Mar 2026
AK
Arvid Kahl — holds since 2026-03-20 — 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 moats are based on how hard the software is 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: A platform cannot tell developers what technology to use; its only job is to help them succeed with whatever they have already chosen. — tap to centre the map on it A platform cannot tell developers what technology to use; its only job is to help them succeed with whatever they have already chosen. Last stated 2 months ago
19 Aug 2026
AO
Addy Osmani — holds since 2026-08-19 — 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 are proprietary data, network effects, distribution, hardware, capital, and regulation. Last stated a week ago
12 Oct 2026
PL
Pieter Levels — holds since 2026-10-12 — 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 sufficient moat, because software features get copied however many patents you hold. Last stated 6 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: AI regulation only avoids handing incumbents a moat if it is one national framework that is equally clear and easy for companies of every size. — tap to centre the map on it AI regulation only avoids handing incumbents a moat if it is one national framework that is equally clear and easy for companies of every size. Last stated 2 months ago
18 Aug 2026
MK
Michael Kratsios — holds since 2026-08-18 — tap for who they are
Same subject: A startup's durable advantage over a general model is having visibility into data the general model will never see. — tap to centre the map on it A startup's durable advantage over a general model is having visibility into data the general model will never see. Last stated 3 months ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — 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 PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. Last stated yesterday
21 Oct 2026
PS
Peter Steinberger — holds since 2026-10-21 — tap for who they are
Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: Agent containment will be one of the most important priorities for any AI infra company. — tap to centre the map on it Agent containment will be one of the most important priorities for any AI infra company. Last stated a week ago
14 Oct 2026
GR
Guillermo Rauch — holds since 2026-10-14 — tap for who they are
Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. Last stated 11 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. Last stated 4 months ago
26 Jun 2026
NB
Noam Brown — holds since 2026-06-26 — tap for who they are
Same subject: A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. — tap to centre the map on it A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
At the centre
A platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned.
Holds Read this korrent →
Good developers breed strong platforms
Holds
The durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself.
Holds
None of the classic business moats are based on how hard the software is to make.
Holds
A platform cannot tell developers what technology to use; its only job is to help them succeed with whatever they have already chosen.
Holds
The remaining business moats are proprietary data, network effects, distribution, hardware, capital, and regulation.
Holds
Network effects are not a sufficient moat, because software features get copied however many patents you hold.
Holds
AI regulation only avoids handing incumbents a moat if it is one national framework that is equally clear and easy for companies of every size.
Holds
A startup's durable advantage over a general model is having visibility into data the general model will never see.
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 PHP vulnerability found with GPT-5.6 Sol will cause havoc this week.
Holds
Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers.
Holds
Agent containment will be one of the most important priorities for any AI infra company.
Holds
"Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next.
Holds
A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number.
Holds
A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from.
Holds