Event ·Single source

A16Z认为Cursor等公司证明护城河可被“发现”而非“设计”

A16Z的Anish Acharya提到，Decagon的@thejessezhang认为护城河通常是被发现的而非设计的。Cursor最初因没有护城河被批评，但通过积累高NPS和高DAU，并训练自有模型，最终形成了护城河。经典护城河并非基于软件制作的难度，而是网络效应、规模优势、品牌效应、专有数据或历史资源。

Current read

A16Z的Anish Acharya说Cursor和Decagon证明护城河不是设计出来的，而是被发现的，这个观点挺有意思的。

2 sources58° AI heatLast updated 2026/9/15 18:45:09

Evidence

2 sources

Primary sourcea16z

2026/9/15 18:45:09View source

Related source 1Latent.Space

2026/9/16 20:00:00View source

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Dedup data only shows that these sources discuss the same event, not that they agree. There is no structured supporting or refuting evidence yet, so no conflict is inferred automatically.

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