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← The company that wins a market is almost always its first or second…
17 connected korrents · 14 moments on record from 15 Oct 2019 to 3 Sept 2026.
Everything filed under software performance
software performance
Everything filed under venture capital
venture capital
Everything filed under code generation
code generation
Everything filed under startups
startups 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: 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 3 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 a month 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 3 months ago
7 Jun 2026
TF
Tony Fadell — holds since 2026-06-07 — 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 weeks 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 3 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: Get the positioning right and the world keeps handing you wins you never predicted, because well-funded rivals will all use a neutral party to advance their own interests. — tap to centre the map on it Get the positioning right and the world keeps handing you wins you never predicted, because well-funded rivals will all use a neutral party to advance their own interests. Last stated 3 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: The share of users who would be very disappointed to lose your product predicts success far better than net promoter score, and forty percent is the line. — tap to centre the map on it The share of users who would be very disappointed to lose your product predicts success far better than net promoter score, and forty percent is the line. Last stated a year ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow. — tap to centre the map on it Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow. Last stated a year ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: "Is the page loaded?" was never a real question, and web performance only became measurable once it was broken into the distinct moments a user actually notices. — tap to centre the map on it "Is the page loaded?" was never a real question, and web performance only became measurable once it was broken into the distinct moments a user actually notices. Last stated 3 weeks ago
19 Aug 2026
AO
Addy Osmani — holds since 2026-08-19 — tap for who they are
Same subject: "Optimize it later" would be safe advice only if every engineer already knew how to avoid the architectural mistakes that no later optimization can remove. — tap to centre the map on it "Optimize it later" would be safe advice only if every engineer already knew how to avoid the architectural mistakes that no later optimization can remove. Last stated 2 weeks ago
26 Aug 2026
CM
Casey Muratori — holds since 2026-08-26 — tap for who they are
Same subject: A 300-millisecond response budget is not an achievement but an admission: 300 milliseconds is an eternity in computing, and a product pitching it shows how far the bar has fallen. — tap to centre the map on it A 300-millisecond response budget is not an achievement but an admission: 300 milliseconds is an eternity in computing, and a product pitching it shows how far the bar has fallen. Last stated 2 weeks ago
26 Aug 2026
CM
Casey Muratori — holds since 2026-08-26 — 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 6 days ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — 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: 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 4 days ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: AI acceleration threatens 'less software': without the constraint of scarce hours, even 37signals will likely build too much. — tap to centre the map on it AI acceleration threatens 'less software': without the constraint of scarce hours, even 37signals will likely build too much. Last stated a month ago
26 Jul 2026
DH
David Heinemeier Hansson — holds since 2026-07-26 — tap for who they are
Same subject: AI-written code makes formal proof necessary, because human review of all that generated code becomes the bottleneck. — tap to centre the map on it AI-written code makes formal proof necessary, because human review of all that generated code becomes the bottleneck. Last stated 5 months ago
22 Apr 2026
MK
Martin Kleppmann — holds since 2026-04-22 — tap for who they are
Same subject: Code and files generated by tools are pollution: hand-writing them is worth the effort because the bloat slows everything down for everyone. — tap to centre the map on it Code and files generated by tools are pollution: hand-writing them is worth the effort because the bloat slows everything down for everyone. Last stated 7 years ago
15 Oct 2019
DS
Derek Sivers — holds since 2019-10-15 — 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 TS Tim SweeneyRead this korrent →
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 LT Lip-Bu Tan
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 TF Tony Fadell
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 CM Casey Muratori
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 MP Mark Pincus
Get the positioning right and the world keeps handing you wins you never predicted, because well-funded rivals will all use a neutral party to advance their own interests.
Holds
The share of users who would be very disappointed to lose your product predicts success far better than net promoter score, and forty percent is the line.
Holds RV Rahul Vohra
Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow.
Holds RV Rahul Vohra
"Is the page loaded?" was never a real question, and web performance only became measurable once it was broken into the distinct moments a user actually notices.
Holds AO Addy Osmani
"Optimize it later" would be safe advice only if every engineer already knew how to avoid the architectural mistakes that no later optimization can remove.
Holds CM Casey Muratori
A 300-millisecond response budget is not an achievement but an admission: 300 milliseconds is an eternity in computing, and a product pitching it shows how far the bar has fallen.
Holds CM Casey Muratori
A company that grows enough eventually has no need for investors.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds LT Lip-Bu Tan
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
AI acceleration threatens 'less software': without the constraint of scarce hours, even 37signals will likely build too much.
Holds
AI-written code makes formal proof necessary, because human review of all that generated code becomes the bottleneck.
Holds MK Martin Kleppmann
Code and files generated by tools are pollution: hand-writing them is worth the effort because the bloat slows everything down for everyone.
Holds