Why network effects, taste, and rails are the new software moats Opinion In an era of AI coding agents, the true moats for companies now lie in four key areas: deterministic rails for critical systems, non-replicable network effects, genuine taste and strong branding, and core software infrastructure that is too integral to replace, says Lewis Liu I sit on advisory committees for several investment firms, and over [...]
Privacy doesn’t matter in Silicon Valley – that’s why AI is failing Opinion Data privacy is as an essential component of solving “context” — the key to unlocking full-scale and safe AI adoption for both businesses and consumers, says Lewis Liu I was hanging out with a bunch of 20-something “in the flow” Bay Area founders last week when the conversation turned to Openclaw and Moltbook. If you [...]
AI just created its own religion. Should we be worried about Moltbook? Opinion Moltbook, a social media platform for AI agents, is making quite the impression. Should humans be worried, asks Lewis Liu.
Greenland and the limits of Artificial General Intelligence January 22, 2026 ChatGPT thinks this Greenland crisis is fake, giving lie to Sequoia Capital’s claim that AGI is here, says Lewis Liu “AGI is here, now.” That’s Sequoia Capital this week, one of Silicon Valley’s most legendary venture firms and a major OpenAI investor, declaring we’ve crossed the threshold into artificial general intelligence. Their post also proclaims, [...]
I’m an AI expert, so how did I get gaslit by ChatGPT? January 6, 2026 If Lewis Liu, AI founder and safety expert, was left questioning himself then we’re all at risk of losing our sense of reality and the diversity of thought to convincing, lowest-common-denominator Generative AI output Last month on Jimmy Fallon’s show, Sam Altman said he asks ChatGPT about every minor detail for raising his baby: “I [...]
12 predictions for AI in 2026 December 18, 2025 A year of building an AI business has given Lewis Liu a lot to think about. He gives us his 12 AI assumptions to live by in 2026.
Silicon Valley has invented its own form of central planning December 3, 2025 With so much capital focused on a small select group of companies like OpenAI and Microsoft we’ve created our own form of central planning, just with corporate overlords instead of government ones, says Lewis Liu The US stock market continues to march toward record territory, with everyone from Big Tech CEOs to Goldman Sachs speculating [...]
The problem with AI ‘vibe coding’ November 12, 2025 AI has empowered anyone to code, but, as with many technical matters, not actually understanding the fundamentals comes with risks.
Three things Star Trek got right about AI October 30, 2025 Star Trek either inspired or predicted many of the astonishing developments we live with today, says Lewis Liu I’m a huge Star Trek nerd, having watched since I was a kid. I’m not alone amongst tech founders – sci-fi remains a core inspiration for us. Elon Musk famously cites the late British sci-fi novelist Iain [...]
AI could take us back to the dark ages October 14, 2025 The AI revolution is pushing human thinking into reverse, says Lewis Liu Last weekend my wife and I were in Florence for an old family friend’s wedding. With a morning free, we visited the Uffizi, a solemn temple for a former professional artist and art major like me. The exhibit is curated chronologically, opening with [...]
