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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