Subject
3 entries
Network Effects
Bookmarks
The Empty Promise of Data Moats (a16z)
Andreessen Horowitz's 2019 essay arguing that data moats are largely illusory — data network effects are weaker than assumed, more data doesn't linearly improve model performance past a threshold, and the actual moat is usually elsewhere. Foundational piece in the AI business strategy debate.
Why Figma Wins
Kevin Kwok's analysis of why Figma dominates design tools — the browser-first architecture enabled cross-side network effects by pulling non-designers into the design loop, making collaboration both the core product and the distribution mechanism.
You Are More Influential Than You Think You Are
Jay Shah's post on Facebook's finding that ordinary users have larger social influence than they think — driven by the long tail of weak-tie connections that Facebook's social graph captured better than individuals' self-perception.