Related posts
Tren Griffin
x.com
If a business has earned returns on capital substantially exceeding the opportunity cost of capital for a period of years(eg, > 5 years), it has a moat. The test is math based. An assertion that NVIDIA, TSMC other businesses don't have a moat and that moats can't be created in the future makes me giggle.
assertion moats substantially
The the words it uses that this site has seen
least often elsewhere. Posts are matched on those words alone —
nothing here is a summary of this one.
Sources
All Blog Newsletter Mastodon x.com
Top people
Byrne Hobart
Auren Hoffman
Horace Dediu
Tim Bray
Lenny Rachitsky
Tren Griffin
Luke Wroblewski
Showing Profile →
Show everything
Hiding Show them again
Show them again
Further back ↓
Hiding Show them again
16 September
Analyst of the business of technology; writes Asymco on Apple, disruption and, latterly, micromobility.
What happens when smartphones become too good? Thoughts just before the Duo launched The smartphone industry has spent much of its history persuading consumers that the device in their pocket could be substantially better. Cameras improved, screens sharpened, and mo…
Related
15 September
Writes The Diff, a newsletter on inflections in finance and tech read by hedge fund managers, founders and VCs. Previously worked in finance at SAC Capital/Point72.
12 September
Canadian software developer and writer, co-editor of the XML and Atom specifications and formerly of Sun Microsystems, Google and AWS. Has written the blog ongoing since 2003.
In the course of the last week, did you use software which was substantially LLM-generated to accomplish something useful to you or your employer? In particular, something that was NOT software-development-related? #GenAI #LLM LLMs Related
11 September
Writes The Diff, a newsletter on inflections in finance and tech read by hedge fund managers, founders and VCs. Previously worked in finance at SAC Capital/Point72.
8 September
Writer of Lenny's Newsletter and host of Lenny's Podcast, covering product, growth and career in tech. Previously a product lead at Airbnb. Also an angel investor and advisor.
From the outside, Cursor shouldn't have worked. They compete against the most well-funded and fastest-growing companies of all time, and *sit on top* of those same competitors to power their product. WAT. I asked @romanugarte_ (employee #15 at @cursor_ai) how Cursor pulled it off. Roman's answer: They didn't focus on moats. They obsessed over building something useful today. 👇 Quoting @lennysan Grok @Bot is the hottest new AI product in the world right now. I'm absolutely hooked. It all started a few months ago as a tiny team holed up in a separate part of the office, building from scratch. Four weeks after the first line of code, the whole company was obsessed. Three weeks later, it laun… Related
CEO of SafeGraph, host of the World of DaaS podcast, and author of the Summation newsletter; previously founded LiveRamp.
new summation pod with @asenkut, founder of Felicis and Google's first product manager, who was early in Shopify, Canva, Notion, and Adyen. we get into why the best companies come from the places nobody's looking, why moats are dead AND alive, and how a company now gets to a billion in a year. youtube.com
Google Related
4 September
CEO of SafeGraph, host of the World of DaaS podcast, and author of the Summation newsletter; previously founded LiveRamp.
What do we do if moats are getting shallower? How should tech companies respond? moats are getting shallower. Used to be that you would build software and you build these really deep moats around it, make it very hard for customers to switch. but AI is increasing the power of the customer, making customers much more powerful because they can easily switch from one to the other. so how should you react if you're a tech company? If you think of the moats analogy, there are two types of ways of aligning your army: - You could be aligning your army to DEFEND, in which case you're building moats,… JavaScript Related
31 August
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
Warren Buffett: "If you must hold a prayer meeting before you try to raise prices, then you don't have much of a moat." TSMC and Samsung didn't hold prayer meetings before raising these prices. An assertion that these businesses don't have a moat isn't remotely credible. Quoting @dnystedt TSMC may raise prices across all process nodes by another 10% to 15% amid strong demand for AI-related chips - and Samsung’s ability to hike prices 10%-15% for its 4nm and 5nm offerings, media report, citing market expectations (NOT from TSMC). The market also reportedly sees follow on price hikes… Related
Product designer and entrepreneur; author of Mobile First and Web Form Design; formerly a product director at Google; now building AI products.
Nothing matches. Show everything
A korrent is a belief a person has stated in their own words: one
sentence stating the claim, backed by a quote and a source, kept at
korrents.com .
Under a name here, the quoted block is what they actually said.
The korrent beneath it is the claim those words support, in
korrents' wording — tap it to see the record, its source, and who
else holds it.
Nobody here wrote their own korrents. They are compiled from public
statements, and a person can change their mind, which is recorded too.
Got it
About the English under a post
Some people here publish in a language other than English. Where they
do, this site shows a machine translation beneath the post, in
this typeface — the site's own, not theirs.
The post itself is never changed, moved or hidden: what is set in the
serif above is exactly what the person published, and it is what to
quote them on. A translation can be wrong in ways that matter,
especially about tone.
Only the post's own words are translated. A quoted post, a linked
article and a belief on korrents.com
are left in their original language.
Got it