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← The company that wins a market is almost always its first or second…
17 connected korrents · 17 moments from 15 Feb 2022 to 22 Sept 2026.
Everything filed under startups
startups
Everything filed under investing
investing
Everything filed under venture capital
venture capital
Everything filed under Silicon Valley
Silicon Valley
Everything filed under market efficiency
market efficiency
Everything filed under innovation
innovation
Everything filed under hiring
hiring
Everything filed under courage
courage
Everything filed under software performance
software performance 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: The company that wins a market is almost always its first or second entrant, and a latecomer only takes the lead when the incumbent has failed horribly. The company that wins a market is almost always its first or second entrant, and a latecomer only takes the lead when the incumbent has failed horribly. Last stated a year ago
30 Apr 2025
TS
Tim Sweeney — holds since 2025-04-30 — tap for who they are
Same subject: A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. — tap to centre the map on it A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. Last stated 4 weeks ago
22 Sept 2026
BR
Barry Ritholtz — holds since 2026-09-22 — tap for who they are
Same subject: The companies that win ten years from now will be the ones laser-focused on a single niche with the right partners, not the ones doing everything. — tap to centre the map on it The companies that win ten years from now will be the ones laser-focused on a single niche with the right partners, not the ones doing everything. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Startups beat incumbents when the technology is moving fast, costs are falling and cycle times are short — and all three are true right now. — tap to centre the map on it Startups beat incumbents when the technology is moving fast, costs are falling and cycle times are short — and all three are true right now. Last stated 3 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: Incumbents are unseated by a fundamentally different product, never by better features or better marketing. — tap to centre the map on it Incumbents are unseated by a fundamentally different product, never by better features or better marketing. Last stated 5 months ago
7 Jun 2026
TF
Tony Fadell — holds since 2026-06-07 — tap for who they are
Same subject: Companies win more often on execution than on being first, and execution comes down to having the right talent at the right time. — tap to centre the map on it Companies win more often on execution than on being first, and execution comes down to having the right talent at the right time. Last stated 2 months ago
9 Aug 2026
AW
Adam Ward — holds since 2026-08-09 — tap for who they are
Same subject: Any redesign of an incumbent product, such as an onboarding flow, almost always loses at first; it takes the confidence and agreement to begin below the status quo baseline in order to beat the incumbent. — tap to centre the map on it Any redesign of an incumbent product, such as an onboarding flow, almost always loses at first; it takes the confidence and agreement to begin below the status quo baseline in order to beat the incumbent. Last stated 5 months ago
12 May 2026
KB
Katarina Batina — holds since 2026-05-12 — tap for who they are
Same subject: Performance cannot win a market on its own: against an incumbent held up by network effects, being far more responsive is a nice plus and nothing more. — tap to centre the map on it Performance cannot win a market on its own: against an incumbent held up by network effects, being far more responsive is a nice plus and nothing more. Last stated 2 months ago
26 Aug 2026
CM
Casey Muratori — holds since 2026-08-26 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — 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 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 too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 2 months ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — 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 in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 10 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 a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the 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 government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 months ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. — tap to centre the map on it "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. Last stated 3 months ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. — tap to centre the map on it AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. Last stated 7 months ago
26 Mar 2026
KC
Kyle Chayka — holds since 2026-03-26 — tap for who they are
Same subject: Algorithmic optimization can optimize people to be resentful and angry online — tap to centre the map on it Algorithmic optimization can optimize people to be resentful and angry online Last stated 5 years ago
15 Feb 2022
DH
David Heinemeier Hansson — holds since 2022-02-15 — tap for who they are
At the centre
The company that wins a market is almost always its first or second entrant, and a latecomer only takes the lead when the incumbent has failed horribly.
Holds Read this korrent →
A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology.
Holds
The companies that win ten years from now will be the ones laser-focused on a single niche with the right partners, not the ones doing everything.
Holds
Startups beat incumbents when the technology is moving fast, costs are falling and cycle times are short — and all three are true right now.
Holds
Incumbents are unseated by a fundamentally different product, never by better features or better marketing.
Holds
Companies win more often on execution than on being first, and execution comes down to having the right talent at the right time.
Holds
Any redesign of an incumbent product, such as an onboarding flow, almost always loses at first; it takes the confidence and agreement to begin below the status quo baseline in order to beat the incumbent.
Holds
Performance cannot win a market on its own: against an incumbent held up by network effects, being far more responsive is a nice plus and nothing more.
Holds
A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit.
Holds
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.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
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.
Holds
A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
Holds
"Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely.
Holds
AI companies promote themselves around 'taste' because their products are unappealing outside tech circles.
Holds
Algorithmic optimization can optimize people to be resentful and angry online
Holds