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← Technical moats are mostly over; the only durable moats left are…

17 connected korrents · 17 moments from 1 Jun 2022 to 21 Oct 2026.

Everything filed under startups startups Everything filed under investing investing Everything filed under product management product management Everything filed under venture capital venture capital Everything filed under innovation innovation Everything filed under SaaS SaaS Everything filed under social media social media Everything filed under ideas vs execution ideas vs execution Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Technical moats are mostly over; the only durable moats left are proprietary data, network effects and a physical component Technical moats are mostly over; the onlydurable moats left are proprietary data,network effects and 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: 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: Ordinary data becomes a less valuable moat; graphs, portable memory and real-time data are the new proprietary data moats. — tap to centre the map on it Ordinary data becomes a lessvaluable moat; graphs, portablememory and real-time data are thenew proprietary data moats. Last stated 10 months ago 28 Dec 2025 SB Scott Belsky — holds since 2025-12-28 — 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 softwareengineering ability no longerfunction as a competitive moatbecause AI can replicate themquickly. Last stated 7 months ago 3 Apr 2026 AK Arvid Kahl — holds since 2026-04-03 — 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: 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 moatsare based on how hard the softwareis 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: 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 anddevelopers is a durable moat,because an ecosystem, unlike afeature, cannot be cloned. Last stated 6 months ago 26 Apr 2026 ES Evan Spiegel — holds since 2026-04-26 — 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 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 thevaluation if it buys all of thecontrol, because the right to bewrong in your own way is whatfounding was for. Last stated 5 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 toocapital-intensive for venture money;they need government or sovereignfunds behind them. Last stated 5 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified inretrospect, so arguing about whetherone is happening now cannot besettled now. Last stated 11 months ago 9 Dec 2025 HM Howard Marks — holds since 2025-12-09 — tap for who they are Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate aself-fulfilling ('sunspot') debtcrisis simply by credibly committingto buy as many bonds as needed atthe low interest rate. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — tap for who they are Same subject: A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. — tap to centre the map on it A contested or overturned electionwould permanently damage America'sanimal spirits, investment,productivity growth, Treasuryyields, and the dollar. Last stated 2 weeks ago 21 Oct 2026 BD Brad DeLong — holds since 2026-10-21 — tap for who they are Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it "Simplify onboarding" is an action,not a problem, and a roadmap linewritten that way will not work. Last stated 2 years ago 19 Jan 2025 EV Elena Verna — holds since 2025-01-19 — tap for who they are Same subject: A company can run a product and a project operating model at the same time. — tap to centre the map on it A company can run a product and aproject operating model at the sametime. Last stated a year ago 27 Oct 2025 PW Petra Wille — holds since 2025-10-27 — tap for who they are Same subject: A company captured by ideology will produce useless products — tap to centre the map on it A company captured by ideology willproduce useless products Last stated 3 years ago 8 Mar 2024 DH David Heinemeier Hansson — holds since 2024-03-08 — tap for who they are
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At the centre Technical moats are mostly over; the only durable moats left are proprietary data, network effects and a physical component Last stated 12 Oct 2026 · 3 weeks ago Holds Nikita Bier Read this korrent →