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← Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.
8 connected korrents · 9 moments on record from 3 Feb 2025 to 7 Aug 2026.
Everything filed under the cloud
the cloud
Everything filed under semiconductors
semiconductors
Everything filed under AI agents
AI agents
Everything filed under LLMs
LLMs Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. 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: 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 8 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — 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… Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: AI is an important technology but is not yet a platform, because nothing has been opened up for other apps, experiences and developers to be built on. — tap to centre the map on it AI is an important technology but is not yet a platform, because nothing has been opened up for other apps… Last stated 3 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. — tap to centre the map on it Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in… Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: AI will not push software engineers off a cliff; it will flatten their growth curve, the way Meta's stories flattened Snapchat. — tap to centre the map on it AI will not push software engineers off a cliff; it will flatten their growth curve, the way Meta's stories… Last stated 2 years ago
3 Feb 2025
NL
Nathan Lambert — holds since 2025-02-03 — tap for who they are
Same subject: Society has catching up to do: AI is incredibly powerful and not always right, and people who argue 'but my agent said so' have not learned that yet. — tap to centre the map on it Society has catching up to do: AI is incredibly powerful and not always right, and people who argue 'but my agent said… Last stated 7 months ago
12 Feb 2026
PS
Peter Steinberger — holds since 2026-02-12 — tap for who they are
Same subject: Predicting that AI would write 90% of the code was never a prediction that we would need 90% fewer software engineers. — tap to centre the map on it Predicting that AI would write 90% of the code was never a prediction that we would need 90% fewer software engineers. Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Future AI, say in fifteen years, will not be built on the LLM stack; it will have to move to symbolic learning. — tap to centre the map on it Future AI, say in fifteen years, will not be built on the LLM stack; it will have to move to symbolic learning. Last stated a month ago
7 Aug 2026
FC
François Chollet — holds since 2026-08-07 — tap for who they are