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← Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.
17 connected korrents · 16 moments from 18 Mar 2024 to 21 Oct 2026.
Everything filed under open source
open source
Everything filed under OpenAI
OpenAI
Everything filed under scaling laws
scaling laws
Everything filed under LLMs
LLMs
Everything filed under ideas vs execution
ideas vs execution
Everything filed under SaaS
SaaS
Everything filed under SaaS
SaaS
Everything filed under the cloud
the cloud 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: 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 6 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: None of the classic business moats are based on how hard the software is to make. — tap to centre the map on it None of the classic business moats are based on how hard the software is to make. Last stated 2 months ago
6 Sept 2026
AA
Anish Acharya — holds since 2026-09-06 — tap for who they are
Same subject: Product quality and software engineering ability no longer function as a competitive moat because AI can replicate them quickly. — tap to centre the map on it Product quality and software engineering ability no longer function as a competitive moat because AI can replicate them quickly. Last stated 7 months ago
3 Apr 2026
AK
Arvid Kahl — holds since 2026-04-03 — 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 10 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 incumbent. Last stated 11 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: AI makes this a golden age for programming and a more level playing field. — tap to centre the map on it AI makes this a golden age for programming and a more level playing field. Last stated 8 months ago
19 Feb 2026
NR
Naval Ravikant — holds since 2026-02-19 — tap for who they are
Same subject: AI-driven software development is now experiencing the same money-making window that dropshipping once had. — tap to centre the map on it AI-driven software development is now experiencing the same money-making window that dropshipping once had. Last stated 3 months ago
15 Jul 2026
TY
Tynan — holds since 2026-07-15 — tap for who they are
Same subject: AI has changed software development enough that some old assumptions about it no longer hold. — tap to centre the map on it AI has changed software development enough that some old assumptions about it no longer hold. Last stated 9 months ago
15 Jan 2026
SK
Steve Klabnik — holds since 2026-01-15 — 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, experiences and developers to be built on. Last stated 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. Last stated yesterday
21 Oct 2026
PS
Peter Steinberger — holds since 2026-10-21 — tap for who they are
Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. Last stated 11 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. Last stated 4 months ago
26 Jun 2026
NB
Noam Brown — holds since 2026-06-26 — tap for who they are
Same subject: A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. — tap to centre the map on it A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A business making hundreds of millions from an open source project owes it money or contribution, and can be refused its trademarks if it gives neither. — tap to centre the map on it A business making hundreds of millions from an open source project owes it money or contribution, and can be refused its trademarks if it gives neither. Last stated 2 years ago
26 Sept 2024
MM
Matt Mullenweg — holds since 2024-09-26 — tap for who they are
Same subject: A codec does not really exist until everyone can decode it. — tap to centre the map on it A codec does not really exist until everyone can decode it. Last stated 5 months ago
31 May 2026
JK
Jean-Baptiste Kempf — holds since 2026-05-31 — tap for who they are
Same subject: A company that will not accept a project’s terms is free to go and use a more permissive project instead. — tap to centre the map on it A company that will not accept a project’s terms is free to go and use a more permissive project instead. Last stated 2 years ago
26 Sept 2024
MM
Matt Mullenweg — holds since 2024-09-26 — tap for who they are