Data Moat

“I do think that data has long been talked about as a moat of sorts, but I think it's even more so in this area where you do have the continuous learning loop, where it's not just a data point that I, Share that then gets reflected back in a specific case. It's…”

“The data moats that, that exists now in the internet are just totally different than almost any other form of antitrust, you know, kind of monopolistic dynamics that I think we've ever seen in history. Like, you know, clearly, obviously if you're building what…”

“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 …”

“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.”

“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…”

“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…”

“Yeah, the most common miracle that's quoted today is a data moat. People say, well, we'll generate tons of data, and then we'll be differentiated, and that, I think in genomics something like that could work, but outside of that, I actually think I've never se…”