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← Data is a moat

17 connected korrents · 18 moments from 15 Feb 2022 to 13 Oct 2026.

Everything filed under product management product management Everything filed under Silicon Valley Silicon Valley Everything filed under startups startups Everything filed under venture capital venture capital Everything filed under investing investing Everything filed under ideas vs execution ideas vs execution Everything filed under social media social media Everything filed under LLMs LLMs Everything filed under SaaS SaaS Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Data is a moat Data is a moat Last stated yesterday 13 Oct 2026 PL Pieter Levels — holds since 2026-10-13 — 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 days ago 12 Oct 2026 PL Pieter Levels — holds since 2026-10-12 — tap for who they are Same subject: Real-world, human-generated data is becoming the only durable moat for software businesses over the next decade. — tap to centre the map on it Real-world, human-generated data isbecoming the only durable moat forsoftware businesses over the nextdecade. Last stated 7 months ago 13 Mar 2026 AK Arvid Kahl — holds since 2026-03-13 — 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 a month 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: 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 3 days ago 11 Oct 2026 PL Pieter Levels — holds since 2026-10-11 — tap for who they are Same subject: AI seems, in the author's view, great at combining many data sources such as bank, health, air quality, revenue, and email data into one. — tap to centre the map on it AI seems, in the author's view,great at combining many data sourcessuch as bank, health, air quality,revenue, and email data into one. Last stated 3 weeks ago 25 Sept 2026 PL Pieter Levels — holds since 2026-09-25 — tap for who they are Same subject: There will be no single best model but a market of them, the way the database market split into analytics stores and transactional stores. — tap to centre the map on it There will be no single best modelbut a market of them, the way thedatabase market split into analyticsstores and transactional stores. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — 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 6 months ago 3 Apr 2026 AK Arvid Kahl — holds since 2026-04-03 — 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 thevaluation if it buys all of thecontrol, because the right to bewrong in your own way is whatfounding was for. Last stated 4 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 toocapital-intensive for venture money;they need government or sovereignfunds 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 whatyou want in any situation, and thatis exactly why investors want it: aformidable founder's interests andtheirs are the same. Last stated a month ago 3 Sept 2026 PG Paul Graham — holds since 2026-09-03 — tap for who they are Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it "Simplify onboarding" is an action,not a problem, and a roadmap linewritten that way will not work. Last stated 2 years ago 19 Jan 2025 EV Elena Verna — holds since 2025-01-19 — tap for who they are Same subject: A company captured by ideology will produce useless products — tap to centre the map on it A company captured by ideology willproduce useless products Last stated 3 years ago 8 Mar 2024 DH David Heinemeier Hansson — holds since 2024-03-08 — tap for who they are Same subject: A company needs someone with a product vision to recover — tap to centre the map on it A company needs someone with aproduct vision to recover Last stated 4 years ago 5 Nov 2022 DH David Heinemeier Hansson — holds since 2022-11-05 — 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 thewrong mantra when you are dealingwith atoms; the job is to move fastand ship safely. Last stated 2 months ago 3 Aug 2026 DD Dmitri Dolgov — holds since 2026-08-03 — tap for who they are Same subject: AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. — tap to centre the map on it AI companies promote themselvesaround 'taste' because theirproducts are unappealing outsidetech circles. Last stated 7 months ago 26 Mar 2026 KC Kyle Chayka — holds since 2026-03-26 — tap for who they are Same subject: Algorithmic optimization can optimize people to be resentful and angry online — tap to centre the map on it Algorithmic optimization canoptimize people to be resentful andangry online Last stated 5 years ago 15 Feb 2022 DH David Heinemeier Hansson — holds since 2022-02-15 — tap for who they are
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At the centre Data is a moat Last stated 13 Oct 2026 · yesterday Holds Pieter Levels Read this korrent →