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Their words
Salesforce is abandoning UI as a moat, which is a very smart move because it's disappearing for everyone.
Related posts
Tren Griffin x.com
John Deere makes engines, transmissions, frames, and software in-house. Deere controls the interfaces and provides services. This is what Steve Jobs once called "software in a box." The hardware and software capture customer data enabling the feedback loop which creates a moat.
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.
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18 September
17 September
15 September
9 September
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korrents.com
An Internet connection lets people learn anything and sell products globally, enabling prosperity.Their words
With an Internet connection, you can learn anything and sell your products to a global market, which enables prosperity
4 September
3 September
1 September
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Their words
So indie hackers are pivoting toward content, audience and distribution to find some moat, essentially becoming influencers
18 August
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Their words
I think it's all about having regulatory clarity and ease for all sizes of of companies. Um and if we can work with Congress to do something like that, I think that would be that would be the biggest boon for for for startups.
12 August
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Their words
we find that the performance on held out tasks decreases dramatically. Whereas if we um just take out a random 20% of the data that's less diverse than the most diverse subset, the performance um only decreases a little bit. And so this suggests that actually having really diverse data plays an important role in enabling it to generalize to new tasks.
3 August
From one piece Waymo Co-CEO Dmitri Dolgov: The Demo Is Only 1% Of The Work 2 beliefs, in the piece's order there
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Their words
Your your models can be leaked, algorithms can be replicated, but hundreds of millions of miles of fully autonomous operations in the real world, backed by evidence-grade evaluation and publicly audited proof, that is much, much more difficult to replicate.
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Their words
that your model is really table stakes, but eval and metrics, that's your most important. That's your strategic moat. So, build your eval before you build your technology.
26 April
From one piece How to win when software is not a moat | Evan Spiegel (Snapchat CEO) 3 beliefs, in the piece's order there
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korrents.com
A platform of creators and developers is a durable moat, because an ecosystem, unlike a feature, cannot be cloned.Their words
the more that we could build a platform uh around our business, the more that we could build an ecosystem with creators and developers, the harder it would be for folks uh to to just copy that.
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korrents.com
Network effects are not a sufficient moat, because software features get copied however many patents you hold.Their words
network effects are certainly an important piece of the puzzle for sure, um but I don't think they're enough when it comes to these sorts of software uh you know, software cloning.
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korrents.com
Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.Their words
15 years ago we essentially learned that software is not a moat, right? Which is something that everyone is discovering today with AI, right?
3 April
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Their words
But here's what I know for certain: product isn't a moat. Software engineering capability isn't a moat. Not anymore.
The Increasing Risk of Building in Publicthebootstrappedfounder.com
20 March
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korrents.com
The durable competitive moat in an AI-driven business is proprietary human-originated data, not the AI itself.Their words
The competitive moat for a business right now is not the use of AI. It's human-originating, high-quality, high-fidelity data that other systems can't replicate - even if they implement the exact same features and are built by the same agentic systems.
AI Liability: The Landmines Under Your SaaSthebootstrappedfounder.com
13 March
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korrents.com
Real-world, human-generated data is becoming the only durable moat for software businesses over the next decade.Their words
I believe that data - real-world data, mostly human-generated, validated, and cleaned - is the only reliable moat we have as software founders in the near and mid-term future.
11 March
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korrents.com
Groups of two to thirty people will produce output that rivals what the big companies produce.Their words
it's also enabling engineers who have seen the light and believe the curves are going to continue to go up to actually get together in groups of two and five and 10 and 20 and 30 people and start to do things that rival the output of these big companies that are tripping over themselves.
21 February
1 January
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Their words
are your small actions accumulating or are they evaporating? You know, are you doing small things each day that are oriented toward a larger outcome or are you doing small things each day that are just kind of like one-offs and don't really add up? In a lot of ways, I feel like the two time frames that matter most in life are 10 years and 1 hour
29 December 2025
8 September 2025
8 August 2025
23 July 2025
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Their words
I think to the extent that it can predict the next frames in a coherent way, that is a form of understanding, not in the anthropomorphic version of, it's not some kind of deep philosophical understanding of what's going on, I don't think these systems have that, but they certainly have modeled enough of the dynamics, put it that way
2 July 2025
3 February 2025
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Their words
The scale word gets a lot of attention in this. The interpretation that I use is effectively to avoid adding the human priors to your learning process. And if you read the original essay, this is what it talks about is how researchers will try to come up with clever solutions to their specific problem that might get them small gains in the short term while simply enabling these deep learning systems to work efficiently, and for these bigger problems in the long term might be more likely to scale and continue to drive success.
12 April 2024
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Their words
It has extra requirements on temporal consistency across frames in time, which naturally demands more world knowledge to be encoded into the model.
20 February 2024
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Their words
The most difficult analysis to do as an investor is that, is kind of figuring out how wide is the moat, how much at risk is the business to disruption? And we're in, I would say, the greatest period of disruptability in history.
10 January 2024
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Their words
The idea is that making changes in your life, especially when learning new skill sets, requires you to cross a moat of low status, a period of time where you are actually bad at the thing or fail to know things that are obvious to other people.
21 December 2023
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Their words
The problem with these grand ambitions—saving humanity from extinction and enabling our species to reach its full potential millions of years from now—is that they ostensibly justify any cost in the present.
17 June 2023
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Dislikedrcmnd.app
Debt: The First 5000 YearsTheir words
I don’t know about you, but I personally feel starved of ambitious sensemaking frames for recent history that aren’t quite as silly as say Friedman’s World is Flat or Harari’s Sapiens, or quite as ideologically compromised as Graeber’s Debt.
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Dislikedrcmnd.app
The World Is FlatTheir words
I don’t know about you, but I personally feel starved of ambitious sensemaking frames for recent history that aren’t quite as silly as say Friedman’s World is Flat or Harari’s Sapiens, or quite as ideologically compromised as Graeber’s Debt.
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Dislikedrcmnd.app
SapiensTheir words
I don’t know about you, but I personally feel starved of ambitious sensemaking frames for recent history that aren’t quite as silly as say Friedman’s World is Flat or Harari’s Sapiens, or quite as ideologically compromised as Graeber’s Debt.
29 May 2023
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