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proprietary data

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement May 9, 2024 by Marc Andreessen · across every show →

Everything said about proprietary data, oldest first

May 9, 2024 negative
Opinion
Andreessen: Proprietary corporate data is not a defensible AI moat
“And so your proprietary data as, you know, company X will be a little bit useful on the margin, but it's not actually going to move the needle. And it's not really going to be a barrier to entry in most cases.”
Marc Andreessen May 9, 2024 ▶ 44:06 Build Your Startup With AI
Feb 5, 2025 bullish
Prediction Not checkable as stated
Ulrich: Proprietary data and inference will differentiate future AI applications
“I do think that the use of data becomes a more critical differentiator. Inference becomes a more critical differentiator.”
Greg Ulrich Feb 5, 2025 ▶ 29:26 How AI is Powering Payments, with Greg Ulrich of Mastercard
Feb 2, 2026 bullish
Insight
Horowitz: Proprietary data plus sufficient GPUs can solve almost any problem
“With AI, if you have proprietary data and you have enough GPUs, you can solve, like, almost any problem.”
Ben Horowitz Feb 2, 2026 ▶ 0:41 Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
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