Boris Cherny

speaker

599 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Boris Cherny’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · The Creator of Claude Code on The Hottest Piece of Software in the World · 20 Jul 2026 podcast

Another one is network effects.

The more people that are using your product, the more value any individual person using the product gets.

Another mode is switching costs.

If you're super locked into some software and it's really hard to switch, that potentially is a mode.

So there's a bunch of modes like this.

The way that I think about what's happening is some of these modes are going to get less important over the next couple of years because of products like Quad Code.

So if you want to port from vendor A to vendor B, you can ask Quad, hey, can you like port me?

And it'll just write the code.

It'll figure it out and do it.

But when I look at kind of the biggest businesses and the biggest SaaS companies, they don't just have one moat, like they're running businesses.

And if you're in a business, you kind of want to accumulate moats and you want to build strength and you want to like build a good business.

And very rarely do they just have one moat like switching costs, which I think matters less.

Usually it's something like switching costs and network effects or switching costs and corner to resource.

So when you combine these modes, you get a lot more power.

And so this is the way that I would think about it from this company's point of view.

Some modes will matter less, but actually most of them are still just as powerful as they were before.

You know, I would probably ask who's saying this and what are their incentives?

Yeah.

I think the biggest thing I would just ask is, what are the incentives of these people talking about it?

That's what I'm saying.

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