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← Product quality and software engineering ability no longer function as…
17 connected korrents · 15 moments on record from 5 Nov 2019 to 15 Sept 2026.
Everything filed under LLMs
LLMs
Everything filed under measuring intelligence
measuring intelligence
Everything filed under venture capital
venture capital
Everything filed under startups
startups
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Read this korrent: Product quality and software engineering ability no longer function as a competitive moat because AI can replicate them quickly.
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: 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: 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: Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor. — tap to centre the map on it
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: Network effects are not a sufficient moat, because software features get copied however many patents you hold. — tap to centre the map on it
Network effects are not a sufficient moat, because software features get copied however many patents you hold.
Last stated 5 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — 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 is becoming the only durable moat for software businesses over the next decade.
Last stated 6 months ago
13 Mar 2026
AK
Arvid Kahl — holds since 2026-03-13 — 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 a month ago
18 Aug 2026
MK
Michael Kratsios — holds since 2026-08-18 — tap for who they are
Same subject: AI cannot get a product to the quality bar on its own, because it still works in the realm of averages. — tap to centre the map on it
AI cannot get a product to the quality bar on its own, because it still works in the realm of averages.
Last stated 11 months ago
16 Oct 2025
DF
Dylan Field — holds since 2025-10-16 — 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 5 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. — tap to centre the map on it
A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI.
Last stated 9 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. — tap to centre the map on it
A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to.
Last stated 2 months ago
15 Jul 2026
DH
Dex Horthy — holds since 2026-07-15 — tap for who they are
Same subject: A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved. — tap to centre the map on it
A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved.
Last stated a month ago
10 Aug 2026
FL
Fei-Fei Li — holds since 2026-08-10 — 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 3 weeks ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — 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 the valuation if it buys all of the control, because the right to be wrong in your own way is what founding 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 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: A true artificial general intelligence cannot exist without being recognized as a moral subject. — tap to centre the map on it
A true artificial general intelligence cannot exist without being recognized as a moral subject.
Last stated a year ago
10 Jun 2025
SH
Samuel Hammond — holds since 2025-06-10 — tap for who they are
Same subject: A unit of AI inference needs to be defined, for example via a chain of increasingly hard problems where each consecutive pair is solvable by one model. — tap to centre the map on it
A unit of AI inference needs to be defined, for example via a chain of increasingly hard problems where each consecutive pair is solvable by one model.
Last stated 6 days ago
15 Sept 2026
PG
Paul Graham — holds since 2026-09-15 — tap for who they are
Same subject: Both the special-purpose-programs view and the blank-slate view of human intelligence are likely incorrect. — tap to centre the map on it
Both the special-purpose-programs view and the blank-slate view of human intelligence are likely incorrect.
Last stated 7 years ago
5 Nov 2019
FC
François Chollet — holds since 2019-11-05 — tap for who they are
same subject or similar wording a cloud: claims about one subject, named for it bar: when it was last stated, on a scale from 2015 to today — full is today a face: someone on record holding the claim — tap it for who they are
At the centre
Product quality and software engineering ability no longer function as a competitive moat because AI can replicate them quickly.
Last stated 3 Apr 2026 · 6 months ago
Holds Arvid Kahl
Read this korrent →
Similar wording
The durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself.
Last stated 20 Mar 2026 · 6 months ago
Holds Arvid Kahl
Similar wording
Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.
Last stated 26 Apr 2026 · 5 months ago
Holds Evan Spiegel
Similar wording
Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor.
Last stated 3 Apr 2026 · 6 months ago
Holds Arvid Kahl
Similar wording
Network effects are not a sufficient moat, because software features get copied however many patents you hold.
Last stated 26 Apr 2026 · 5 months ago
Holds Evan Spiegel
Similar wording
Real-world, human-generated data is becoming the only durable moat for software businesses over the next decade.
Last stated 13 Mar 2026 · 6 months ago
Holds Arvid Kahl
Similar wording
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 18 Aug 2026 · a month ago
Holds Michael Kratsios
Similar wording
AI cannot get a product to the quality bar on its own, because it still works in the realm of averages.
Last stated 16 Oct 2025 · 11 months ago
Holds Dylan Field
Similar wording
A platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned.
Last stated 26 Apr 2026 · 5 months ago
Holds Evan Spiegel
Same subject: LLMs
A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI.
Last stated 1 Jan 2026 · 9 months ago
Holds Jason Lemkin
Same subject: LLMs
A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to.
Last stated 15 Jul 2026 · 2 months ago
Holds Dex Horthy
Same subject: LLMs
A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved.
Last stated 10 Aug 2026 · a month ago
Holds Fei-Fei Li
Same subject: venture capital
A company that grows enough eventually has no need for investors.
Last stated 1 Sept 2026 · 3 weeks ago
Holds Paul Graham
Same subject: venture capital
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.
Last stated 2 Jun 2026 · 4 months ago
Holds Mark Pincus
Same subject: venture capital
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Last stated 18 Jun 2026 · 3 months ago
Holds Lip-Bu Tan
Same subject: measuring intelligence
A true artificial general intelligence cannot exist without being recognized as a moral subject.
Last stated 10 Jun 2025 · a year ago
Holds Samuel Hammond
Same subject: measuring intelligence
A unit of AI inference needs to be defined, for example via a chain of increasingly hard problems where each consecutive pair is solvable by one model.
Last stated 15 Sept 2026 · 6 days ago
Holds Paul Graham
Same subject: measuring intelligence
Both the special-purpose-programs view and the blank-slate view of human intelligence are likely incorrect.
Last stated 5 Nov 2019 · 7 years ago
Holds François Chollet