a16z's Anish Acharya says companies like Cursor and Decagon

Press Space to continue

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…

Lenny Rachitsky@lennysanSep 6

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 now 👇 https://www.youtube.com/watch?v=LdIyXiq2DTY

View