The moats debate: classics survive, but agents are driving switching costs to zero
lennysan · x · 2026-10-14
In a debate on moats, @illscience agrees with Lenny's overall point: the moral panic about moats is overblown, and most classic moats are unaffected by large models. But he raises a key counterpoint: most switching costs are going to zero, since migration complexity prohibitive for humans is trivial for agents. Coding agents are already very good at systems integration and migrations — fundamentally challenging the SaaS playbook of locking in users via switching costs.
Related event: Coding agents may zero out switching costs, resetting SaaS moats(2 posts)→
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