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The Empty Promise of Data Moats | Andreessen Horowitz
What Didi, Tencent, and the others realize is that, as Arjun Sethi puts it, “a moat [a durable competitive advantage] today is simply a temporary buffer that helps a company get ahead of the next innovation cycle.”
James Mawson • Corporate Venturing: A Survival Guide
LLMs are a moat, but for how long?
An LLM vendor like OpenAI isn’t an aggregator, As far as I can tell.
• An aggregator leverages a monopoly on demand to commodify supply .
• Whereas a traditional industrial monopoly leverages a monopoly on supply to extract $ from demand .
LLM vendors seem more like a traditional industrial monopoly. Like an industr
... See moreGordon Brander from Subconscious • LLMs and Information Post-Scarcity
What separates a bad company from a good one? Or a good company from a great one? In large part, it’s the size of the economic moat a company builds around itself. The term economic moat is used to describe a firm’s competitive advantage—in
Pat Dorsey • The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market
Data is the new oil. We believe it also has the potential to cause the next "data oil spill".