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← Judging how wide a company's moat is is the hardest thing an investor…

11 connected korrents · 12 moments on record from 20 Feb 2024 to 3 Sept 2026.

Everything filed under startups startups Everything filed under Silicon Valley Silicon Valley Everything filed under venture capital venture capital Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Judging how wide a company's moat is is the hardest thing an investor does, and this is the most disruptable period in history. Judging how wide a company's moat is isthe hardest thing an investor does, andthis is the most disruptable period inhistory. Last stated 3 years ago 20 Feb 2024 BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: Enterprises buy from startups now because the risk of keeping the status quo has come to look larger than the risk of the startup. — tap to centre the map on it Enterprises buy from startups nowbecause the risk of keeping thestatus quo has come to look largerthan the risk of the startup. Last stated a month ago 31 Jul 2026 PC Patrick Collison — holds since 2026-07-31 — tap for who they are Same subject: There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive. — tap to centre the map on it There is no way to capture a newtechnology’s upside without beingexposed to the losses if theenthusiasm proves excessive. Last stated 9 months ago 9 Dec 2025 HM Howard Marks — holds since 2025-12-09 — 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 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 thedecision that makes sense to them,however much momentum thealternative 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 thana sense of duty, because a startupis grueling enough that dutifulnesswill not carry anyone through it. Last stated 5 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 enougheventually has no need forinvestors. Last stated a week 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 finalownership stake for the founder of aVC-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 toocapital-intensive for venture money;they need government or sovereignfunds 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 thewrong mantra when you are dealingwith atoms; the job is to move fastand 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 mostimportant thing Silicon Valleyresearchers 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 thanSilicon Valley's use of the wordadmits -- we actually got to themoon. Last stated 3 weeks ago 20 Aug 2026 MH Max Hodak — holds since 2026-08-20 — tap for who they are
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At the centre Judging how wide a company's moat is is the hardest thing an investor does, and this is the most disruptable period in history. Last stated 20 Feb 2024 · 3 years ago Holds Bill Ackman Read this korrent →