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← Buyers default to buying from platforms until a new technology…
17 connected korrents · 17 moments on record from 21 Jan 2023 to 3 Sept 2026.
Everything filed under startups
startups
Everything filed under Silicon Valley
Silicon Valley
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: Buyers default to buying from platforms until a new technology arrives, which swings them to best-of-breed because incumbents are bad at what is new. Buyers default to buying from platforms until a new technology arrives, which swings them to best-of-breed because incumbents are bad at what is new. Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — tap for who they are
Same subject: A new technology is judged against perfection rather than against the thing it would replace, which is why it always comes up short. — tap to centre the map on it A new technology is judged against perfection rather than against the thing it would replace, which is why it always comes up short. Last stated 2 months ago
20 Jul 2026
PB
Paul Bloom — holds since 2026-07-20 — tap for who they are
Same subject: Incumbents are unseated by a fundamentally different product, never by better features or better marketing. — tap to centre the map on it Incumbents are unseated by a fundamentally different product, never by better features or better marketing. Last stated 3 months ago
7 Jun 2026
TF
Tony Fadell — holds since 2026-06-07 — tap for who they are
Same subject: It is a bad strategy to bet your development platform on technology licensed from a competitor. — tap to centre the map on it It is a bad strategy to bet your development platform on technology licensed from a competitor. Last stated 4 months ago
13 May 2026
AH
Anders Hejlsberg — holds since 2026-05-13 — tap for who they are
Same subject: A platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned. — tap to centre the map on it A platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned. Last stated 4 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: Startups beat incumbents when the technology is moving fast, costs are falling and cycle times are short — and all three are true right now. — tap to centre the map on it Startups beat incumbents when the technology is moving fast, costs are falling and cycle times are short — and all three are true right now. Last stated a month ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: Platforms die in a three-stage cycle: first they are good to users, then they abuse users on behalf of business customers, then they abuse everyone to claw the value back for themselves. — tap to centre the map on it Platforms die in a three-stage cycle: first they are good to users, then they abuse users on behalf of business customers, then they abuse everyone to claw the value back for themselves. Last stated 4 years ago
21 Jan 2023
CD
Cory Doctorow — holds since 2023-01-21 — 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 a year ago
30 Apr 2025
TS
Tim Sweeney — holds since 2025-04-30 — tap for who they are
Same subject: Comparative advantage stops governing once the power imbalance is large enough: groups then switch into seeking to dominate instead of trading. — tap to centre the map on it Comparative advantage stops governing once the power imbalance is large enough: groups then switch into seeking to dominate instead of trading. Last stated 5 months ago
7 Apr 2026
MN
Michael Nielsen — holds since 2026-04-07 — 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 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. Last stated a month ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A founder cannot delegate judgment: the chief executive has to make the decision that makes sense to them, however much momentum the alternative has. — tap to centre the map on it A founder cannot delegate judgment: the chief executive has to make the decision that makes sense to them, however much momentum the alternative has. Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: A founder needs ambition rather than a sense of duty, because a startup is grueling enough that dutifulness will not carry anyone through it. — tap to centre the map on it A founder needs ambition rather than a sense of duty, because a startup is grueling enough that dutifulness will not carry anyone through it. Last stated 4 days ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enough eventually has no need for investors. Last stated 6 days ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 2 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — 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 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. — tap to centre the map on it "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. Last stated a month ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: DeepSeek's paper was the single most important thing Silicon Valley researchers read in years. — tap to centre the map on it DeepSeek's paper was the single most important thing Silicon Valley researchers read in years. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon. — tap to centre the map on it Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon. Last stated 3 weeks ago
20 Aug 2026
MH
Max Hodak — holds since 2026-08-20 — tap for who they are
At the centre
Buyers default to buying from platforms until a new technology arrives, which swings them to best-of-breed because incumbents are bad at what is new.
Holds BT Bret TaylorRead this korrent →
A new technology is judged against perfection rather than against the thing it would replace, which is why it always comes up short.
Holds PB Paul Bloom
Incumbents are unseated by a fundamentally different product, never by better features or better marketing.
Holds TF Tony Fadell
It is a bad strategy to bet your development platform on technology licensed from a competitor.
Holds AH Anders Hejlsberg
A platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned.
Holds ES Evan Spiegel
Startups beat incumbents when the technology is moving fast, costs are falling and cycle times are short — and all three are true right now.
Holds
Platforms die in a three-stage cycle: first they are good to users, then they abuse users on behalf of business customers, then they abuse everyone to claw the value back for themselves.
Holds CD Cory Doctorow
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 TS Tim Sweeney
Comparative advantage stops governing once the power imbalance is large enough: groups then switch into seeking to dominate instead of trading.
Holds MN Michael Nielsen
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.
Holds
A founder cannot delegate judgment: the chief executive has to make the decision that makes sense to them, however much momentum the alternative has.
Holds MH Max Hodak
A founder needs ambition rather than a sense of duty, because a startup is grueling enough that dutifulness will not carry anyone through it.
Holds
A company that grows enough eventually has no need for investors.
Holds
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds LT Lip-Bu Tan
"Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely.
Holds DD Dmitri Dolgov
DeepSeek's paper was the single most important thing Silicon Valley researchers read in years.
Holds JH Jensen Huang
Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon.
Holds MH Max Hodak