switching costs
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 20, 2026 by Boris Cherny · across every show →
Everything said about switching costs, oldest first
May 20, 2026 bearish
Cherny: AI Agents Will Destroy Switching Costs as a Software Moat
“Some modes get less important, and this is, for example, switching costs, because if you want to switch from vendor A to vendor B, you can, you know, you can just ask Quad to do that, and Quad is going to get better and better over time at it.”