a16z's joshelman: harness + context can lock in users even without model moats
joshelman · x · 2026-09-08
Replying to a debate on AI lock-in, a16z partner @joshelman argues that even if agent training loops become the moat, the abundance of similarly capable models advancing together means harness + context with network effects can be its own lock-in — a counterpoint to @ruslansv's claim that only major labs can build model-level moats.
Related event: VCs Debate AI Moats: Training-Coupled Harnesses vs. Generic Ones(4 posts)→
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