data moat
also referred to as: data moats
4 statements across 3 episodes · 1 bullish · 3 bearish · 2 people on the record · first statement Aug 26, 2019 by Mike Vernal · across every show →
Everything said about data moat, oldest first
Aug 26, 2019 positive
Vernal: Workflow stickiness creates a stronger moat than data volume
“The mode to me is not really based on the data and the labels. It's more based on, well, now we have some specialty function. Let's say it's like radiology or dermatology, and you're labeling medical images, and now they have been trained to use our software f…”
Aug 26, 2019 negative
Vernal: AI data moats are overrated due to rapidly declining data requirements
“I personally am pretty skeptical. The reason is multifold. One is, I just think The technology and the research here is evolving so quickly that I think the number of data points you need to train a model is decreasing at, you know, some fixed efficiency level…”
Apr 28, 2023 negative
Guo: Incumbent data moats are overrated against creative founders
“Much ado has been made about this idea of like a data moat. I'm sure you've heard this term, but honestly, there's a lot of data out there and entrepreneurs are incredibly creative about collecting it and increasingly about generating it.”
Jun 2, 2023 negative
Guo: Incumbent data moats are overblown in the AI race
“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, and I don't think it's, ah, the incumbents are gonna win …”