Deedy Das
speaker
881 appearances
1 recordings
1 series
first heard Nov 2025
last heard 14 Nov
Deedy Das’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.
Appearances
But when I think about moats, it's a classic VC startup banter.
In my mind...
I think the moat is what is the hardest to do in any part of the stack.
And so when I think about people that tend to dismiss, there's other aspects to it too, but people tend to dismiss like, oh, you know, the app layers will capture all the value.
Well, if the app layer is easier to build, I think the model layer is harder and therefore will naturally capture all the value net of competition from other model providers.
So said a different way, it is far easier for Anthropic to try to go into one of the spaces of the apps than an app to try to go into the space of Anthropic, which makes me feel like one is more defensible than the other, all else equal.
So...
I think both can thrive and that's ideally what everybody wants.
I would push back on, well, I don't think everyone would agree that Cloud Code is the best way to use Cloud.
I've heard multiple people, even in the last few months, say that I'm a Cursor guy, or I'm a Devon guy.
People have their preferences, so I don't think it's set in stone.
However, Cloud Code is a great way to use Cloud also.
And there are nice flywheel effects, obviously, because once you capture the way people are using Cloud Code, you also get so much data to then make Cloud Code better over time.
So I think those are the two main reasons.
But at this point of time, maybe this is oversimplifying, but I can't think of too many apps that have a very meaty layer on top of the model that's like very impressive yet.
There are somewhat meaty layers and it's getting there.
It's a time thing as well, right?
Most of these companies haven't existed for more than two years.
So I think it gets there, but I don't think we're at a point where, you know, we're like, holy shit, that app has so much stuff, interesting things and technology built on top of the model where it becomes so difficult for the model company to go and try to compete.
I think tomorrow, if Anthropic decided to, or OpenAI decided to take on another app, given their distribution and their engineering and the fact that these are still not as thick as you'd like them to be, technically, they could, right?
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