Conviction Capital

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 15, 2023 by Sarah Guo · across every show →

Everything said about Conviction Capital, oldest first

Sep 15, 2023 negative
Opinion
Sarah Guo: Incumbent Data Moats in AI Are Overhyped
“On the incumbent advantage side, much ado has been made about this idea of a data moat. But honestly, there's a lot of data out there and entrepreneurs are incredibly creative about collecting it and increasingly about generating it.”
Sarah Guo Sep 15, 2023 ▶ 17:12 20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
Sep 15, 2023
Insight
Sarah Guo: Speed Is the Only Real Advantage Startups Have
“Classically, the only real advantage startups have is speed, and speed actually might matter more than ever when the environment seems to be moving at warp speed”
Sarah Guo Sep 15, 2023 ▶ 16:53 20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
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