Stabledash(@stabledash):"Foundation models are now better technically than most people." "OpenAI and Anthropic can subsume any business that only relies on technical talent." "Regulatory moats take years and a lot of trust. There's a lot involved beyond just technology that cannot be vibe-coded." @neerajprasad on why @MoonPay acquired Helio, Iron, Sodot, and Dawn in 18 months: "There are four moats in launching any product today. Technical talent, capital, regulatory licensing, and distribution. At MoonPay we have all four." "We genuinely are playing to win." Neeraj's full thesis on the un-vibe-codeable moats in crypto infrastructure:

2026.05.18 19:23

"Foundation models are now better technically than most people." "OpenAI and Anthropic can subsume any business that only relies on technical talent." "Regulatory moats take years and a lot of trust. There's a lot involved beyond just technology that cannot be vibe-coded." @neerajprasad on why @MoonPay acquired Helio, Iron, Sodot, and Dawn in 18 months: "There are four moats in launching any product today. Technical talent, capital, regulatory licensing, and distribution. At MoonPay we have all four." "We genuinely are playing to win." Neeraj's full thesis on the un-vibe-codeable moats in crypto infrastructure: