A16Z认为Cursor等公司证明护城河可被“发现”而非“设计”

a16z's Anish Acharya says companies like Cursor and Decagon prove moats don't need to be designed, t...

a16z's Anish Acharya says companies like Cursor and Decagon prove moats don't need to be designed, they can be discovered: "There's two important ideas. One is something @thejessezhang from Decagon said, which I love, and that is moats are most often discovered, not designed." "It's really easy, and I've done this as a founder, to get in your own head about needing a business plan that survives scrutiny from MBAs and VCs... And for that team, they just started shipping and it developed over time." "Another great example is Cursor. They were criticized a lot for not having a moat, but it turned out that initially being a high NPS, high DAU product was really good. And over time they captured all the reasoning traces, they trained their own models... We know how that story plays out." "The other idea is that we seem to have forgotten that none of the classic moats are based on how hard it is to make the software. Most of us aren't building self-driving cars. So it's network effects, scale advantages, brand effects, proprietary data, or what was historically called a cornered resource." "Every moat from five years ago generally is still a good moat. We just need founders that have ambition in those directions. We need more multiplayer products. We need consumer social. We need products that get dramatically better the more you use them." @illscience w/ @lennysan Your browser does not support the video tag. 🔗 View on Twitter Lenny Rachitsky @lennysan The "permanent underclass" is a dark fantasy Silicon Valley keeps telling itself. @illscience (GP at @a16z ) points out that by almost every measure, things have never been better, and the job-loss story hasn’t played out as people thought. Radiologists have been “cooked” for 20 years and demand keeps rising. Open engineering roles are at all-time highs. And unlike the mobile era’s winner-take-all markets, every layer of the AI stack has ~20 strong competitors. We discuss: 🔸 Why you don’t need to be chronically online to keep up 🔸 The "/loop make me happier" opportunity in AI 🔸 Why every company is becoming a series of loops 🔸 Why moats are discovered, not designed 🔸 What's the Birkin bag version of your product? Listen n youtube.com/watch?v=LdIyXi… 8pfsoQ 🔗 View Quoted Tweet 💬 3 🔄 1 ❤️ 8 👀 6319 📊 3 ⚡