VCs debate AI moats: model lock-in via training loops vs harness and network effects
ruslansv · x · 2026-09-08
a16z partner @joshelman and @ruslansv debate AI moats: Josh argues that with multiple models at similar capability improving together, agent harness + context with network effects can be its own lock-in. Ruslan counters that model lock-in via training loops is far tighter than the commodity tech behind social networks, and only major labs can hope to achieve it.
Related event: VCs Debate AI Moats: Training-Coupled Harnesses vs. Generic Ones(4 posts)→
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