Business & Entrepreneurship ／ AI Builders
AI Builders · Long-term Views from Investors and Ecosystem Observers on X (Curated Tweets)
A collection of long-term views from investors and AI ecosystem observers including garrytan, nikunj, mattturck, swyx, and adityaag on X — the shifting nature of moats (retention > momentum), the thin harness vs. fat skills debate, agent labs / businesses that get stronger as models improve, default-fundable companies, and taste as a moat