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← The durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself.
17 connected korrents · 15 moments on record from 5 Nov 2019 to 15 Sept 2026.
Everything filed under AGI
AGI
Everything filed under venture capital
venture capital
Everything filed under measuring intelligence
measuring intelligence
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startups
Everything filed under Silicon Valley
Silicon Valley 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 durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself. The durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself. Last stated 6 months ago
20 Mar 2026
AK
Arvid Kahl — holds since 2026-03-20 — 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 is becoming the only durable moat for software businesses over the next decade. Last stated 6 months ago
13 Mar 2026
AK
Arvid Kahl — holds since 2026-03-13 — tap for who they are
Same subject: Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor. — tap to centre the map on it Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor. Last stated 6 months ago
3 Apr 2026
AK
Arvid Kahl — holds since 2026-04-03 — 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 6 months ago
3 Apr 2026
AK
Arvid Kahl — holds since 2026-04-03 — tap for who they are
Same subject: Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. — tap to centre the map on it Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. Last stated 10 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: AI regulation only avoids handing incumbents a moat if it is one national framework that is equally clear and easy for companies of every size. — tap to centre the map on it AI regulation only avoids handing incumbents a moat if it is one national framework that is equally clear and easy for companies of every size. Last stated a month ago
18 Aug 2026
MK
Michael Kratsios — holds since 2026-08-18 — tap for who they are
Same subject: Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. — tap to centre the map on it Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. Last stated 5 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. — tap to centre the map on it The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — 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 and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned. Last stated 5 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 4 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean. — tap to centre the map on it A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean. Last stated 10 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. — tap to centre the map on it A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. Last stated a year ago
7 Jun 2025
GM
Gary Marcus — holds since 2025-06-07 — 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 3 weeks ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — 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 4 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 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A true artificial general intelligence cannot exist without being recognized as a moral subject. — tap to centre the map on it A true artificial general intelligence cannot exist without being recognized as a moral subject. Last stated a year ago
10 Jun 2025
SH
Samuel Hammond — holds since 2025-06-10 — tap for who they are
Same subject: A unit of AI inference needs to be defined, for example via a chain of increasingly hard problems where each consecutive pair is solvable by one model. — tap to centre the map on it A unit of AI inference needs to be defined, for example via a chain of increasingly hard problems where each consecutive pair is solvable by one model. Last stated 6 days ago
15 Sept 2026
PG
Paul Graham — holds since 2026-09-15 — tap for who they are
Same subject: Both the special-purpose-programs view and the blank-slate view of human intelligence are likely incorrect. — tap to centre the map on it Both the special-purpose-programs view and the blank-slate view of human intelligence are likely incorrect. Last stated 7 years ago
5 Nov 2019
FC
François Chollet — holds since 2019-11-05 — tap for who they are
At the centre
The durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself.
Holds Read this korrent →
Real-world, human-generated data is becoming the only durable moat for software businesses over the next decade.
Holds
Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor.
Holds
Product quality and software engineering ability no longer function as a competitive moat because AI can replicate them quickly.
Holds
Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company.
Holds
AI regulation only avoids handing incumbents a moat if it is one national framework that is equally clear and easy for companies of every size.
Holds
Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.
Holds
The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else.
Holds
A platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned.
Holds
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds
A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean.
Holds
A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted.
Holds
A company that grows enough eventually has no need for investors.
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
A true artificial general intelligence cannot exist without being recognized as a moral subject.
Holds
A unit of AI inference needs to be defined, for example via a chain of increasingly hard problems where each consecutive pair is solvable by one model.
Holds
Both the special-purpose-programs view and the blank-slate view of human intelligence are likely incorrect.
Holds