Data is the only moat
created: Jan. 15, 2026, 6:54 p.m. | updated: Jan. 16, 2026, 12:35 a.m.
Ease of adoption enabled data collection at scale that in turn helped coding agents improve rapidly.Every developer could switch to Cursor in 5 minutes without any approval.
Hard to adopt products have their own data moat: Once you’re embedded in an enterprise, you learn about how that company works in a way that makes your product incredibly hard to replace.
Whichever quadrant you fall into, data is your only moat.
That created a data flywheel: Every accepted or rejected suggestion adds to training data for future model improvements.
The data moat here is the most complex and potentially the most valuable.
5 hours, 51 minutes ago: Hacker News