Zetta Venture Partners

“You need proprietary data to build a model that generates results that are far better than what someone else can generate by throwing commodity data into, you know, an openly available model.”

“Data moats are indeed real, and we evaluate those data moats very carefully at the diligence stage, and we look at things like accessibility, fungibility, dimensionality, breadth, and perishability.”

“If you're a company that's not an AI first company that started sort of before this AI era, you can't really build any predictive models of consequence because you don't have any of that customer data and you have to sort of go back to your customers, renegoti…”

“And you know, if that number, which is the potential market cap of the company discounted to today is bigger than the size of our fund, then that's the starting point for thinking about making investment.”

“AI first companies, on the other hand, they focus on building predictive models, not product features, getting quantitative feedback, not qualitative feedback, and from machine agents, from how the model's just running itself rather than human customers, and t…”