'Nobody Has a Moat': Startups Are Just Wrapping Cloud Services Until They Find One
sull · x · 2026-10-05
The author argues that nobody actually has a moat, so startups hope that being yet another unnecessary, easily replaceable cloud service — usually wrapping another cloud provider's service that could vanish — will suffice until they find one.
That, he says, is the only startup strategy: finding a moat where none exists.
More from Companies & People
- Menlo Ventures says it led 5 of the top 15 consumer AI apps, bet on Anthropic at ~$4B — shaunmmaguire · 2026-10-06
- Scale AI's Alexandr Wang jokes his HRT 2015 intern class is the new PayPal Mafia — kevinakwok · 2026-10-06
- Luke Wroblewski: Design Systems Are Becoming Steering Layers for AI Agents — LukeW · 2026-10-06
- TED and Google for Education launch global search for AI teaching ideas — TEDTalks · 2026-10-06
- Playing the 'reset company' trains users to obsess over tokens, not model quality — signulll · 2026-10-06
- AI Film Festival SHAIKE Crowns Winners: Incubus Takes Best Short — Uncanny_Harry · 2026-10-06