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← Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor.
17 connected korrents · 15 moments on record from 30 Jun 2022 to 3 Sept 2026.
Everything filed under SaaS
SaaS
Everything filed under Anthropic
Anthropic
Everything filed under software quality
software quality
Everything filed under coding agents
coding agents
Everything filed under AGI
AGI
Everything filed under the cloud
the cloud 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: Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor. Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor. Last stated 6 months ago
3 Apr 2026
AK
Arvid Kahl — holds since 2026-04-03 — tap for who they are
Same subject: Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there. — tap to centre the map on it Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there. Last stated 4 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — 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 6 months ago
20 Mar 2026
AK
Arvid Kahl — holds since 2026-03-20 — tap for who they are
Same subject: It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet. — tap to centre the map on it It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet. Last stated 9 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — 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 software engineering ability no longer function as a competitive moat because AI can replicate them quickly. Last stated 6 months ago
3 Apr 2026
AK
Arvid Kahl — holds since 2026-04-03 — tap for who they are
Same subject: Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. — tap to centre the map on it Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. Last stated 10 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. — tap to centre the map on it AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. — tap to centre the map on it Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. Last stated 5 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: The revenue level at which publicly sharing business details invites cloning has fallen to essentially zero because of AI coding agents. — tap to centre the map on it The revenue level at which publicly sharing business details invites cloning has fallen to essentially zero because of AI coding agents. Last stated 6 months ago
3 Apr 2026
AK
Arvid Kahl — holds since 2026-04-03 — tap for who they are
Same subject: "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. — tap to centre the map on it "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. Last stated 8 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. — tap to centre the map on it A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. Last stated a year ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric. — tap to centre the map on it A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric. Last stated 8 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. — tap to centre the map on it A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. Last stated 3 weeks ago
3 Sept 2026
DR
Dax Raad — holds since 2026-09-03 — tap for who they are
Same subject: A language model asked to summarize its own system prompt risks that prompt's content biasing the summary it produces. — tap to centre the map on it A language model asked to summarize its own system prompt risks that prompt's content biasing the summary it produces. Last stated 3 weeks ago
2 Sept 2026
SW
Simon Willison — holds since 2026-09-02 — tap for who they are
Same subject: A trust that owns the mission protects a company better than founder control does, which is why Anthropic needs no dual-class shares. — tap to centre the map on it A trust that owns the mission protects a company better than founder control does, which is why Anthropic needs no dual-class shares. Last stated 4 months ago
10 May 2026
ER
Eric Ries — holds since 2026-05-10 — tap for who they are
Same subject: A passing test suite is not evidence that the software works, so an agent must also be made to start the thing and exercise it the way a person would. — tap to centre the map on it A passing test suite is not evidence that the software works, so an agent must also be made to start the thing and exercise it the way a person would. Last stated 6 months ago
19 Mar 2026
SW
Simon Willison — holds since 2026-03-19 — tap for who they are
Same subject: A permanently painful on-call rotation is a five-alarm emergency, not a normal cost of owning code in production. — tap to centre the map on it A permanently painful on-call rotation is a five-alarm emergency, not a normal cost of owning code in production. Last stated 4 years ago
30 Jun 2022
CM
Charity Majors — holds since 2022-06-30 — tap for who they are
Same subject: A test checks a handful of examples; a proof settles an infinite state space, which is why formal methods can say things testing never can. — tap to centre the map on it A test checks a handful of examples; a proof settles an infinite state space, which is why formal methods can say things testing never can. Last stated 5 months ago
22 Apr 2026
MK
Martin Kleppmann — holds since 2026-04-22 — tap for who they are
At the centre
Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor.
Holds Read this korrent →
Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there.
Holds
The durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself.
Holds
It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet.
Holds
Product quality and software engineering ability no longer function as a competitive moat because AI can replicate them quickly.
Holds
Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company.
Holds
AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent.
Holds
Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.
Holds
The revenue level at which publicly sharing business details invites cloning has fallen to essentially zero because of AI coding agents.
Holds
"Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought.
Holds
A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain.
Holds
A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric.
Holds
A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year.
Holds
A language model asked to summarize its own system prompt risks that prompt's content biasing the summary it produces.
Holds
A trust that owns the mission protects a company better than founder control does, which is why Anthropic needs no dual-class shares.
Holds
A passing test suite is not evidence that the software works, so an agent must also be made to start the thing and exercise it the way a person would.
Holds
A permanently painful on-call rotation is a five-alarm emergency, not a normal cost of owning code in production.
Holds
A test checks a handful of examples; a proof settles an infinite state space, which is why formal methods can say things testing never can.
Holds