#moats — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #moats, aggregated by home.social.
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Ah yes, the classic "data is shifting" hand-wringing 🤔—because nothing screams groundbreaking #insight like a half-decade old observation dressed in 2026 attire. 🎩📈 For those keeping score, the real moat is in enduring the endless blather about #moats. 💦🧱
https://galsapir.github.io/sparse-thoughts/2026/01/17/data_activation/ #dataisnotnew #techtrends #commentary #timelessobservations #HackerNews #ngated -
Ah yes, the classic "data is shifting" hand-wringing 🤔—because nothing screams groundbreaking #insight like a half-decade old observation dressed in 2026 attire. 🎩📈 For those keeping score, the real moat is in enduring the endless blather about #moats. 💦🧱
https://galsapir.github.io/sparse-thoughts/2026/01/17/data_activation/ #dataisnotnew #techtrends #commentary #timelessobservations #HackerNews #ngated -
Ah yes, the classic "data is shifting" hand-wringing 🤔—because nothing screams groundbreaking #insight like a half-decade old observation dressed in 2026 attire. 🎩📈 For those keeping score, the real moat is in enduring the endless blather about #moats. 💦🧱
https://galsapir.github.io/sparse-thoughts/2026/01/17/data_activation/ #dataisnotnew #techtrends #commentary #timelessobservations #HackerNews #ngated -
Ah yes, the classic "data is shifting" hand-wringing 🤔—because nothing screams groundbreaking #insight like a half-decade old observation dressed in 2026 attire. 🎩📈 For those keeping score, the real moat is in enduring the endless blather about #moats. 💦🧱
https://galsapir.github.io/sparse-thoughts/2026/01/17/data_activation/ #dataisnotnew #techtrends #commentary #timelessobservations #HackerNews #ngated -
AI đã 'ăn sạch' cả phần mềm lẫn AI! Nếu SaaS AI của bạn chỉ là vỏ bọc cho một "ý niệm" (vibe), bạn đã thua. Năm 2026, giá trị thật nằm ở: (1) Cứu cánh cho bài toán kinh doanh cấp bách, (2) Hệ thống ổn định không hư sai, (3) Hỗ trợ con người trực tiếp, (4) Tích hợp hệ sinh thái phức tạp ngoài prompt đơn lẻ. Việc 'xây' không còn quý; 'giải' mới là chìa khóa. #AI #SaaS #KinhDoanh #ĐổiMới #Startups #Innovation #Reliability #Moats
https://www.reddit.com/r/SaaS/comments/1pqkkpl/if_your_ai_saas_is_jus
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"SOCIAL MEDIA Netanyahu buying influencers Follow #MOATS 487"
money can't buy happiness Bibi 😭
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"SOCIAL MEDIA Netanyahu buying influencers Follow #MOATS 487"
money can't buy happiness Bibi 😭
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"SOCIAL MEDIA Netanyahu buying influencers Follow #MOATS 487"
money can't buy happiness Bibi 😭
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"SOCIAL MEDIA Netanyahu buying influencers Follow #MOATS 487"
money can't buy happiness Bibi 😭
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Anthropic’s Data Policy Shift and Its Implications for AI Market Leadership https://bit.ly/45LTcyi #AI #data #competition #moats
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Anthropic’s Data Policy Shift and Its Implications for AI Market Leadership https://bit.ly/45LTcyi #AI #data #competition #moats
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Anthropic’s Data Policy Shift and Its Implications for AI Market Leadership https://bit.ly/45LTcyi #AI #data #competition #moats
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From Firewalls to Zero Trust: The Evolution of Cybersecurity
https://youtu.be/nYTv-KaTEuU #cybersecurity #firewalls #zerotrust #riskmanagement #castles #moats -
From Firewalls to Zero Trust: The Evolution of Cybersecurity
https://youtu.be/nYTv-KaTEuU #cybersecurity #firewalls #zerotrust #riskmanagement #castles #moats -
From Firewalls to Zero Trust: The Evolution of Cybersecurity
https://youtu.be/nYTv-KaTEuU #cybersecurity #firewalls #zerotrust #riskmanagement #castles #moats -
From Firewalls to Zero Trust: The Evolution of Cybersecurity
https://youtu.be/nYTv-KaTEuU #cybersecurity #firewalls #zerotrust #riskmanagement #castles #moats -
From Firewalls to Zero Trust: The Evolution of Cybersecurity
https://youtu.be/nYTv-KaTEuU #cybersecurity #firewalls #zerotrust #riskmanagement #castles #moats -
The meeting furthermore offered a great opportunity to discuss progress on a currently developed research paper about the #documentation of #BeninCity's Inner City #Moats and the ongoing research programme for the coming four months.
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The meeting furthermore offered a great opportunity to discuss progress on a currently developed research paper about the #documentation of #BeninCity's Inner City #Moats and the ongoing research programme for the coming four months.
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The meeting furthermore offered a great opportunity to discuss progress on a currently developed research paper about the #documentation of #BeninCity's Inner City #Moats and the ongoing research programme for the coming four months.
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The meeting furthermore offered a great opportunity to discuss progress on a currently developed research paper about the #documentation of #BeninCity's Inner City #Moats and the ongoing research programme for the coming four months.
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The meeting furthermore offered a great opportunity to discuss progress on a currently developed research paper about the #documentation of #BeninCity's Inner City #Moats and the ongoing research programme for the coming four months.
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@dangillmor Excellent points, strong agreement and shared concerns. I was just discussing this with friends a few days ago.
The proprietary software market has always had the problem that marginal costs drive unit revenues down where direct sales are at issue and that market size and corresponding lock-in factors are sufficiently valuable of themselves (future sales + cutting off the air supply of other proprietary-software competition) that companies would actively seek out lower prices for higher market share. E.g.,
"Fighting China's Pirates" (2010)
http://online.wsj.com/article/SB10001424052748704300604575554701758669106.html?mod=WSJ_Tech_LEFTTopNewsSeveral companies have long preferred leasing or subscription based models, most famously and originally IBM, also major enterprise vendors (Oracle, Peoplesoft (RIP), SAP, SAS, Salesforce, etc.). Apple's hardware focus (increasingly supplemented by entertainment subscriptions) is another.
Sprinking LLM AI pixie dust over software makes the licensing / subscription model all the more viable, with additional moats of the lock-in afforded by a proprietary LLM model and the immense costs of developing and training AIs (see Microsoft's multi-billion dollar investment in OpenAI, largely in the form of Azure Cloud credits).
Then there is the data access issue (dust-up yesterday on HN involving DropBox who claim rights to customer data for AI training: https://news.ycombinator.com/item?id=38627751 source: https://arstechnica.com/information-technology/2023/12/dropbox-spooks-users-by-sending-data-to-openai-for-ai-search-features/. Principle discussion: https://news.ycombinator.com/item?id=38629963).
This does make the Free Software world all the more attractive. That's been my preferred model for decades now. Question is whether or not AI/LLM actually does provide a sufficient use-case advantage over unassisted software. That's ... going to be an interesting situation watch.
#ai #llm #SoftwareEconomics #Moats #Monopoly #FreeSoftware #FOSS #Privacy #Trust
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@dangillmor Excellent points, strong agreement and shared concerns. I was just discussing this with friends a few days ago.
The proprietary software market has always had the problem that marginal costs drive unit revenues down where direct sales are at issue and that market size and corresponding lock-in factors are sufficiently valuable of themselves (future sales + cutting off the air supply of other proprietary-software competition) that companies would actively seek out lower prices for higher market share. E.g.,
"Fighting China's Pirates" (2010)
http://online.wsj.com/article/SB10001424052748704300604575554701758669106.html?mod=WSJ_Tech_LEFTTopNewsSeveral companies have long preferred leasing or subscription based models, most famously and originally IBM, also major enterprise vendors (Oracle, Peoplesoft (RIP), SAP, SAS, Salesforce, etc.). Apple's hardware focus (increasingly supplemented by entertainment subscriptions) is another.
Sprinking LLM AI pixie dust over software makes the licensing / subscription model all the more viable, with additional moats of the lock-in afforded by a proprietary LLM model and the immense costs of developing and training AIs (see Microsoft's multi-billion dollar investment in OpenAI, largely in the form of Azure Cloud credits).
Then there is the data access issue (dust-up yesterday on HN involving DropBox who claim rights to customer data for AI training: https://news.ycombinator.com/item?id=38627751 source: https://arstechnica.com/information-technology/2023/12/dropbox-spooks-users-by-sending-data-to-openai-for-ai-search-features/. Principle discussion: https://news.ycombinator.com/item?id=38629963).
This does make the Free Software world all the more attractive. That's been my preferred model for decades now. Question is whether or not AI/LLM actually does provide a sufficient use-case advantage over unassisted software. That's ... going to be an interesting situation watch.
#ai #llm #SoftwareEconomics #Moats #Monopoly #FreeSoftware #FOSS #Privacy #Trust
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@dangillmor Excellent points, strong agreement and shared concerns. I was just discussing this with friends a few days ago.
The proprietary software market has always had the problem that marginal costs drive unit revenues down where direct sales are at issue and that market size and corresponding lock-in factors are sufficiently valuable of themselves (future sales + cutting off the air supply of other proprietary-software competition) that companies would actively seek out lower prices for higher market share. E.g.,
"Fighting China's Pirates" (2010)
http://online.wsj.com/article/SB10001424052748704300604575554701758669106.html?mod=WSJ_Tech_LEFTTopNewsSeveral companies have long preferred leasing or subscription based models, most famously and originally IBM, also major enterprise vendors (Oracle, Peoplesoft (RIP), SAP, SAS, Salesforce, etc.). Apple's hardware focus (increasingly supplemented by entertainment subscriptions) is another.
Sprinking LLM AI pixie dust over software makes the licensing / subscription model all the more viable, with additional moats of the lock-in afforded by a proprietary LLM model and the immense costs of developing and training AIs (see Microsoft's multi-billion dollar investment in OpenAI, largely in the form of Azure Cloud credits).
Then there is the data access issue (dust-up yesterday on HN involving DropBox who claim rights to customer data for AI training: https://news.ycombinator.com/item?id=38627751 source: https://arstechnica.com/information-technology/2023/12/dropbox-spooks-users-by-sending-data-to-openai-for-ai-search-features/. Principle discussion: https://news.ycombinator.com/item?id=38629963).
This does make the Free Software world all the more attractive. That's been my preferred model for decades now. Question is whether or not AI/LLM actually does provide a sufficient use-case advantage over unassisted software. That's ... going to be an interesting situation watch.
#ai #llm #SoftwareEconomics #Moats #Monopoly #FreeSoftware #FOSS #Privacy #Trust
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@dangillmor Excellent points, strong agreement and shared concerns. I was just discussing this with friends a few days ago.
The proprietary software market has always had the problem that marginal costs drive unit revenues down where direct sales are at issue and that market size and corresponding lock-in factors are sufficiently valuable of themselves (future sales + cutting off the air supply of other proprietary-software competition) that companies would actively seek out lower prices for higher market share. E.g.,
"Fighting China's Pirates" (2010)
http://online.wsj.com/article/SB10001424052748704300604575554701758669106.html?mod=WSJ_Tech_LEFTTopNewsSeveral companies have long preferred leasing or subscription based models, most famously and originally IBM, also major enterprise vendors (Oracle, Peoplesoft (RIP), SAP, SAS, Salesforce, etc.). Apple's hardware focus (increasingly supplemented by entertainment subscriptions) is another.
Sprinking LLM AI pixie dust over software makes the licensing / subscription model all the more viable, with additional moats of the lock-in afforded by a proprietary LLM model and the immense costs of developing and training AIs (see Microsoft's multi-billion dollar investment in OpenAI, largely in the form of Azure Cloud credits).
Then there is the data access issue (dust-up yesterday on HN involving DropBox who claim rights to customer data for AI training: https://news.ycombinator.com/item?id=38627751 source: https://arstechnica.com/information-technology/2023/12/dropbox-spooks-users-by-sending-data-to-openai-for-ai-search-features/. Principle discussion: https://news.ycombinator.com/item?id=38629963).
This does make the Free Software world all the more attractive. That's been my preferred model for decades now. Question is whether or not AI/LLM actually does provide a sufficient use-case advantage over unassisted software. That's ... going to be an interesting situation watch.
#ai #llm #SoftwareEconomics #Moats #Monopoly #FreeSoftware #FOSS #Privacy #Trust
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@dangillmor Excellent points, strong agreement and shared concerns. I was just discussing this with friends a few days ago.
The proprietary software market has always had the problem that marginal costs drive unit revenues down where direct sales are at issue and that market size and corresponding lock-in factors are sufficiently valuable of themselves (future sales + cutting off the air supply of other proprietary-software competition) that companies would actively seek out lower prices for higher market share. E.g.,
"Fighting China's Pirates" (2010)
http://online.wsj.com/article/SB10001424052748704300604575554701758669106.html?mod=WSJ_Tech_LEFTTopNewsSeveral companies have long preferred leasing or subscription based models, most famously and originally IBM, also major enterprise vendors (Oracle, Peoplesoft (RIP), SAP, SAS, Salesforce, etc.). Apple's hardware focus (increasingly supplemented by entertainment subscriptions) is another.
Sprinking LLM AI pixie dust over software makes the licensing / subscription model all the more viable, with additional moats of the lock-in afforded by a proprietary LLM model and the immense costs of developing and training AIs (see Microsoft's multi-billion dollar investment in OpenAI, largely in the form of Azure Cloud credits).
Then there is the data access issue (dust-up yesterday on HN involving DropBox who claim rights to customer data for AI training: https://news.ycombinator.com/item?id=38627751 source: https://arstechnica.com/information-technology/2023/12/dropbox-spooks-users-by-sending-data-to-openai-for-ai-search-features/. Principle discussion: https://news.ycombinator.com/item?id=38629963).
This does make the Free Software world all the more attractive. That's been my preferred model for decades now. Question is whether or not AI/LLM actually does provide a sufficient use-case advantage over unassisted software. That's ... going to be an interesting situation watch.
#ai #llm #SoftwareEconomics #Moats #Monopoly #FreeSoftware #FOSS #Privacy #Trust
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The New New #Moats: Why #SystemsOfIntelligence are still the next defensible #BusinessModel https://greylock.com/greymatter/the-new-new-moats/ #ai
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The New New #Moats: Why #SystemsOfIntelligence are still the next defensible #BusinessModel https://greylock.com/greymatter/the-new-new-moats/ #ai
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The New New #Moats: Why #SystemsOfIntelligence are still the next defensible #BusinessModel https://greylock.com/greymatter/the-new-new-moats/ #ai
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The New New #Moats: Why #SystemsOfIntelligence are still the next defensible #BusinessModel https://greylock.com/greymatter/the-new-new-moats/ #ai
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The New New #Moats: Why #SystemsOfIntelligence are still the next defensible #BusinessModel https://greylock.com/greymatter/the-new-new-moats/ #ai
