Foundry investor: durable companies are built on data loops, not copyable features
alvelda · x · 2026-10-31
Investor alvelda endorses a view from the Harry Stebbings podcast: durable companies in 2026 hinge on a data loop where usage creates data no one else has, the data improves the product, and better products draw more usage in a virtuous cycle. Features can be copied; accumulated interactions cannot. At the Foundry, the first design doc is the learning loop, not the feature list.
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