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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 · 16 moments from 11 Apr 2022 to 12 Oct 2026.

Everything filed under startups startups Everything filed under ideas vs execution ideas vs execution Everything filed under venture capital venture capital Everything filed under SaaS SaaS Everything filed under investing investing Everything filed under social media social media Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame 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 anAI-driven business is proprietaryhuman-originated data, not the AI itself. Last stated 8 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 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 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: 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 customermoats remain something AI codingtools cannot replicate for acompetitor. Last stated 7 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 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: 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 marketinto specialised niches rather thanhand it to one company. Last stated 11 months ago 25 Nov 2025 IS Ilya Sutskever — holds since 2025-11-25 — tap for who they are Same subject: Rapid AI adoption makes early numbers look good and raises the risk that startups end up without a moat. — tap to centre the map on it Rapid AI adoption makes earlynumbers look good and raises therisk that startups end up without amoat. Last stated 2 months ago 15 Sept 2026 DH Dan Hockenmaier — holds since 2026-09-15 — tap for who they are Same subject: Technical moats are mostly over; the only durable moats left are proprietary data, network effects and a physical component — tap to centre the map on it Technical moats are mostly over; theonly durable moats left areproprietary data, network effectsand 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: AI models can produce competent-looking software but cannot judge which problems are worth solving or which solutions are right. — tap to centre the map on it AI models can producecompetent-looking software butcannot judge which problems areworth solving or which solutions areright. Last stated 5 months ago 26 May 2026 CB Carlos Alexandro Becker — holds since 2026-05-26 — tap for who they are Same subject: Language models will not replace good ideas, only the low-level work, so what they threaten is the ability to start a creative career rather than to have one. — tap to centre the map on it Language models will not replacegood ideas, only the low-level work,so what they threaten is the abilityto start a creative career ratherthan to have one. Last stated a year ago 31 Oct 2025 DH Dan Houser — holds since 2025-10-31 — tap for who they are Same subject: Precision execution on large-scale models is a force multiplier on AI progress. — tap to centre the map on it Precision execution on large-scalemodels is a force multiplier on AIprogress. Last stated 5 years ago 11 Apr 2022 GB Greg Brockman — holds since 2022-04-11 — tap for who they are Same subject: Prompt AI with the outcome you want rather than the steps: a step-by-step plan caps the result. — tap to centre the map on it Prompt AI with the outcome you wantrather than the steps: astep-by-step plan caps the result. Last stated 3 months ago 19 Aug 2026 DS Dharmesh Shah — holds since 2026-08-19 — tap for who they are Same subject: The biggest limitation is imagination and creativity, not the technology itself. — tap to centre the map on it The biggest limitation isimagination and creativity, not thetechnology itself. Last stated a month ago 25 Sept 2026 PS Peter Steinberger — holds since 2026-09-25 — tap for who they are Same subject: The moral debt for AI's capabilities is owed to the authors of the public data used to train it, not to the AI companies. — tap to centre the map on it The moral debt for AI's capabilitiesis owed to the authors of the publicdata used to train it, not to the AIcompanies. Last stated 6 months ago 3 May 2026 YX Yihui Xie — holds since 2026-05-03 — 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
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At the centre The durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself. Last stated 20 Mar 2026 · 8 months ago Holds Arvid Kahl Read this korrent →