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← Ordinary data becomes a less valuable moat; graphs, portable memory…

17 connected korrents · 15 moments from 6 Nov 2015 to 13 Oct 2026.

Everything filed under innovation innovation Everything filed under startups startups Everything filed under investing investing Everything filed under LLMs LLMs Everything filed under social media social media Everything filed under benchmarks benchmarks Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Ordinary data becomes a less valuable moat; graphs, portable memory and real-time data are the new proprietary data moats. Ordinary data becomes a less valuablemoat; graphs, portable memory andreal-time data are the new proprietarydata moats. Last stated 10 months ago 28 Dec 2025 SB Scott Belsky — holds since 2025-12-28 — 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 3 weeks 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 8 months ago 13 Mar 2026 AK Arvid Kahl — holds since 2026-03-13 — 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 8 months ago 20 Mar 2026 AK Arvid Kahl — holds since 2026-03-20 — tap for who they are Same subject: Technical moats are mostly over; the only durable moats left are proprietary data, network effects and a physical component — tap to centre the map on it Technical moats are mostly over; theonly durable moats left areproprietary data, network effectsand a physical component Last stated 3 weeks ago 12 Oct 2026 NB Nikita Bier — holds since 2026-10-12 — tap for who they are Same subject: Data is a moat — tap to centre the map on it Data is a moat Last stated 3 weeks ago 13 Oct 2026 PL Pieter Levels — holds since 2026-10-13 — 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 4 weeks ago 11 Oct 2026 PL Pieter Levels — holds since 2026-10-11 — tap for who they are Same subject: Hardware becomes a more popular moat as everyone can make their own software. — tap to centre the map on it Hardware becomes a more popular moatas everyone can make their ownsoftware. Last stated 10 months ago 28 Dec 2025 SB Scott Belsky — holds since 2025-12-28 — tap for who they are Same subject: The model is table stakes; evaluation and metrics are the strategic moat, and they should be built before the technology. — tap to centre the map on it The model is table stakes;evaluation and metrics are thestrategic moat, and they should bebuilt before the technology. Last stated 3 months ago 3 Aug 2026 DD Dmitri Dolgov — holds since 2026-08-03 — tap for who they are Same subject: "Lots of anonymous people worked it out by trial and error" is never the real story of an invention: on closer investigation, identifiable people always turn out to be responsible. — tap to centre the map on it "Lots of anonymous people worked itout by trial and error" is never thereal story of an invention: oncloser investigation, identifiablepeople always turn out to beresponsible. Last stated 3 years ago 25 Oct 2023 AH Anton Howes — holds since 2023-10-25 — tap for who they are Same subject: A capability existing is not the same as a capability being absorbed: how fast a technology changes the world is not set by how fast the technology improves. — tap to centre the map on it A capability existing is not thesame as a capability being absorbed:how fast a technology changes theworld is not set by how fast thetechnology improves. Last stated 4 months ago 21 Jul 2026 RT Ruxandra Teslo — holds since 2026-07-21 — tap for who they are Same subject: A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. — tap to centre the map on it A cash-flowing core business canfund long-term speculative R&D in away no venture capitalist would eversupport. Last stated 7 months ago 12 Apr 2026 ES Evan Spiegel — holds since 2026-04-12 — tap for who they are Same subject: A person who works from a recipe, even an innovative one, starts from something that already exists. — tap to centre the map on it A person who works from a recipe,even an innovative one, starts fromsomething that already exists. Last stated 11 years ago 6 Nov 2015 TU Tim Urban — holds since 2015-11-06 — tap for who they are Same subject: A system trained only on what is already known cannot produce genuine surprises, because a known thing stops being a surprise. — tap to centre the map on it A system trained only on what isalready known cannot produce genuinesurprises, because a known thingstops being a surprise. Last stated 2 months ago 18 Sept 2026 CD Cory Doctorow — holds since 2026-09-18 — tap for who they are Same subject: A too-faithful remake of an existing work squanders creative effort that could have made something new. — tap to centre the map on it A too-faithful remake of an existingwork squanders creative effort thatcould have made something new. Last stated 2 months ago 4 Sept 2026 MW Matt Webb — holds since 2026-09-04 — tap for who they are Same subject: A minor bust in the AI industry would be a good thing, not a bad one. — tap to centre the map on it A minor bust in the AI industrywould be a good thing, not a badone. Last stated 2 months ago 18 Sept 2026 RS Robin Sloan — holds since 2026-09-18 — tap for who they are Same subject: AI capability progress in a given skill tends to arrive as a sudden phase change rather than as steady improvement. — tap to centre the map on it AI capability progress in a givenskill tends to arrive as a suddenphase change rather than as steadyimprovement. Last stated 2 months ago 24 Aug 2026 JC Jack Clark — holds since 2026-08-24 — tap for who they are Same subject: AI progress comes from a simple, systematic way of improving models, not from researchers suddenly getting smarter. — tap to centre the map on it AI progress comes from a simple,systematic way of improving models,not from researchers suddenlygetting smarter. Last stated a year ago 16 Jun 2025 JK Jared Kaplan — holds since 2025-06-16 — tap for who they are
same subject or similar wordinga cloud: claims about one subject, named for itbar: when it was last stated, on a scale from 2015 to today — full is todaya face: someone who holds the claim — tap it for who they are

At the centre Ordinary data becomes a less valuable moat; graphs, portable memory and real-time data are the new proprietary data moats. Last stated 28 Dec 2025 · 10 months ago Holds Scott Belsky Read this korrent →