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← Network effects are not a sufficient moat, because software features get copied however many patents you hold.
17 connected korrents · 16 moments on record from 14 Mar 2019 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: Network effects are not a sufficient moat, because software features get copied however many patents you hold. Network effects are not a sufficient moat, because software features get copied however many patents you hold. Last stated 4 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 3 weeks ago
18 Aug 2026
MK
Michael Kratsios — holds since 2026-08-18 — 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: New licences are the wrong lever for paying maintainers: copyleft’s history shows terms companies ignore, and relicensing attempts get beaten back by their own communities. — tap to centre the map on it New licences are the wrong lever for paying maintainers: copyleft’s history shows terms companies ignore, and relicensing attempts get beaten back by their own communities. Last stated 7 years ago
14 Mar 2019
NA
Nadia Asparouhova — holds since 2019-03-14 — tap for who they are
Same subject: You can now generate ten thousand variants of a function faster than you could write it once, and that economics pushes software towards replacement rather than repair. — tap to centre the map on it You can now generate ten thousand variants of a function faster than you could write it once, and that economics pushes software towards replacement rather than repair. Last stated 4 weeks ago
12 Aug 2026
CM
Charity Majors — holds since 2026-08-12 — tap for who they are
Same subject: The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. — tap to centre the map on it The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: Adding one more feature and asking marketing to push harder will not restart growth, even when the feature is great. — tap to centre the map on it Adding one more feature and asking marketing to push harder will not restart growth, even when the feature is great. Last stated 7 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — 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 4 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: A model can produce version two of a product that already exists, but the genuinely new version one still has to be made by people. — tap to centre the map on it A model can produce version two of a product that already exists, but the genuinely new version one still has to be made by people. Last stated 3 months ago
7 Jun 2026
TF
Tony Fadell — holds since 2026-06-07 — 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 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 enough eventually has no need for investors. 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 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
Network effects are not a sufficient moat, because software features get copied however many patents you hold.
Holds ES Evan SpiegelRead this korrent →
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 MK Michael Kratsios
A platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned.
Holds ES Evan Spiegel
New licences are the wrong lever for paying maintainers: copyleft’s history shows terms companies ignore, and relicensing attempts get beaten back by their own communities.
Holds NA Nadia Asparouhova
You can now generate ten thousand variants of a function faster than you could write it once, and that economics pushes software towards replacement rather than repair.
Holds CM Charity Majors
The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias.
Holds DO Doug O'Laughlin
Adding one more feature and asking marketing to push harder will not restart growth, even when the feature is great.
Holds JC Jason Cohen
Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.
Holds ES Evan Spiegel
A model can produce version two of a product that already exists, but the genuinely new version one still has to be made by people.
Holds TF Tony Fadell
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