data

15 statements across 14 episodes · 4 bullish · 1 bearish · 14 people on the record · first statement Jan 8, 2016 by Ivan Mazour · across every show →

Everything said about data, oldest first

Jan 8, 2016
Insight
Mazour: Retailers want actionable engagement tools, not raw data
“Retailers didn't want data, they wanted actions that drove engagement and revenue”
Ivan Mazour Jan 8, 2016 ▶ 13:08 20 VC FF 029: VC vs Angel Funding & The Future of E-Commerce with Ivan Mazour, Founder @ Ometria
Mar 13, 2017 bullish
Insight
Grady: Data will be the primary source of software moats
“In general, data will fuel great digital experiences. It is likely to be the primary source of moats, and it should be absolutely top of mind for every founder going into a software business of any kind.”
Pat Grady Mar 13, 2017 ▶ 13:43 20VC: Sequoia Partner, Pat Grady on Why Data Is The New Oil, Why We Will See The Return of The Apprenticeship Model in VC & The Defining Characteristics of The Next Generation of Great Software
Mar 13, 2017 neutral
Insight
Grady: Data's core bottleneck is the last-mile human delivery problem
“I actually think the challenge with data has rarely been the processing power or the frameworks through which it's analyzed. I think the challenge with data has been the last mile problem. And what I mean by that is basically just connecting it to human beings…”
Pat Grady Mar 13, 2017 ▶ 15:00 20VC: Sequoia Partner, Pat Grady on Why Data Is The New Oil, Why We Will See The Return of The Apprenticeship Model in VC & The Defining Characteristics of The Next Generation of Great Software
Oct 18, 2017
Assertion Supported
Arbesman: Data can now be stored directly within DNA sequences
“We're now able to store data in DNA, which has a certain similarity to computation.”
Sam Arbesman Oct 18, 2017 ▶ 16:48 20VC: Lux Capital's Scientist-In-Residence on Why We Cannot Just Be Specialists Today, The Benefits of Interdisciplinary Thinking & Computational Creativity That Makes Man and Machine Partners with Sam Arbesman
Jun 17, 2019 positive
Insight
Hsu: Data becomes the primary evaluation factor as startups mature beyond Series A
“When you're in the earliest stage, Data is one of many things. You know, the interesting thing about a Series A is that there is no one most important thing. There are many, many important things. And then the further and further you get along, the more and mo…”
Jonathan Hsu Jun 17, 2019 ▶ 20:23 20VC: Why Historical Loss Ratios Are Simply Too High, Why Data Is The #1 Most Important Piece When Evaluating Effective Reserve Allocation & Why Nothing Is Truly Defensible Today with Jonathan Hsu, Co-Founder and General Partner @ Tribe Capital
May 17, 2023
Insight
Mostaque: Core innovation is not a business without distribution and data moats
“If you have a business that's focused on innovation at the core, that's not actually a business. It becomes a business when that innovation becomes product, becomes distribution, when it has an advantage on data and other things. Those are real moats.”
Emad Mostaque May 17, 2023 ▶ 20:45 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Nov 13, 2023 negative
Insight
Petersen: Most people use data only to justify pre-made decisions
“Most people know what they want to do and then they use data to justify what they were going to do anyways. And you could always find some data to back up your case if you're certain.”
Ryan Petersen Nov 13, 2023 ▶ 32:10 Ryan Petersen: Why Velocity not Speed is Most Important in Company Building | E1081 · 20VC with Harry Stebbings
Feb 14, 2024
Insight
Gonto: Creative growth leaders will always beat purely data-driven marketers
“Data does not tell you what to do. Like that's why growth people who are creative, who thinks about unique ways to drive exponential growth are always going to be win and are always going to be much better than anybody else that is out there.”
Martin Gontovnikas (Gonto) Feb 14, 2024 ▶ 7:32 Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
Jun 12, 2024 bullish
Insight
Wang: Overwhelming Models With Scenario Data Solves AI Reasoning
“It's like you need data for every scenario where you want these models to reason well in, You just need to overwhelm them with data in all those scenarios, and you're gonna get models that can reason really well.”
Alex Wang Jun 12, 2024 ▶ 10:45 Alex Wang: Why Data Not Compute is the Bottleneck to Foundation Model Performance | E1164 · 20VC with Harry Stebbings
Jul 1, 2024 neutral
Assertion Not checkable as stated
Matt Clifford: AI Progress Has Come From Compute and Data, Not Ideas
“Certainly the last five years, but arguably longer, the story of AI is really a story largely about the deployment of just enormous amounts of compute and enormous amounts of data, and not that many new ideas, candidly.”
Matt Clifford Jul 1, 2024 ▶ 5:10 Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
Sep 13, 2024
Insight
Hudack: It is very hard not to lie to yourself with data
“It's very hard to accurately interpret data, and it's very difficult to not lie to yourself with data.”
Mike Hudack Sep 13, 2024 ▶ 37:34 Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
Sep 1, 2025
Insight
Frosst: Data quality, not algorithms, is the primary bottleneck for AI progress
“But the algorithms I think are not the bottleneck in terms of making those models more useful. I do think a lot of it is still getting good quality data and then making good quality synthetic data From your good quality real data.”
Nick Frosst Sep 1, 2025 ▶ 7:02 Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
Feb 23, 2026 neutral
Insight
Lucas Swisher: Data Is a Prerequisite, Not the Ultimate Moat
“Data is a prerequisite. It is not the answer.”
Lucas Swisher Feb 23, 2026 ▶ 48:53 Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
Jul 31, 2026 bullish
Disclosure
Park: Simile raised capital because scaling data and compute accelerates progress
“We were sort of at this moment where, yes, we can actually significantly raise the input, both in terms of data, compute spend. To actually meaningfully accelerate this progress, that's when we thought it actually makes sense.”
Joon Sung Park Jul 31, 2026 ▶ 46:23 The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park
Aug 2, 2026
Insight
Angelopoulos: Data is the hardest part of model training as algorithms commoditize
“The data is really the hardest part of model training. Because you need to source it. It's so dirty. Nobody wants to do that shit. Nobody wants to hire all these people to generate data and then, you know, turn that into basically data plus GPUs equals model. …”
Anastasios Angelopoulos Aug 2, 2026 ▶ 46:24 Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
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