network effects

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 20, 2026 by Boris Cherny · across every show →

Everything said about network effects, oldest first

May 20, 2026 positive
Prediction Not checkable as stated
Cherny: AI Commoditizes Code, Making Network Effects the Ultimate Business Moat
“One that I think will increase in importance is something like network effects, because it doesn't matter who's writing the code. It doesn't matter if it's an agent at the core of your product or something else, or if there's intelligence in your product. If t…”
Boris Cherny May 20, 2026 ▶ 46:42 Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
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