Proprietary Data
topic on 10 shows · 18 statements across 17 episodes
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18 statements about Proprietary Data, every show
Melas-Kyriazi: You Cannot Vibe Code a Network or Proprietary Dataset
“You can't like vibe code a network. You can't vibe code a new data set.”
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.”
Enterprises must deeply customize AI models on proprietary data
“In order for you to truly bring all of that to life for your customers, you have to bring your own data to the models. In a way that you can do deep customization of those models so that you truly unlock the value in that data for the products and services tha…”
Proprietary data cannot be accurately valued without training models to evaluate capabilities
“I don't think you can value it unless you actually model it yourself and see what the capabilities are.”
Sansbury: Enterprise AI Value Requires Proprietary Context Over General Pre-Training
“It's only valuable to train on our own internal context, A, and B, that model does not have to have read War and Peace to deliver to us that it doesn't have to be generally trained on everything that's available. It has to be trained on our content. And so the…”
Wolfe: AI model developers without proprietary data will struggle
“I think the people that are continuing to develop ever better models, unless they have proprietary data, are going to be sort of screwed.”
Wolfe: LLMs will trend toward zero and become commoditized
“Being able to do that is the real gold, and the large language models are effectively, like, over time, I think, going to trend toward zero in a commodity excavator of that data.”
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.”
El-Baba: AI Winners Will Build Proprietary Datasets from User Workflows
“The next phase and what gets me really excited is there's richness in the data of the users that is being created as they use your product. The more someone puts in an input that's unique as to how they should look at a certain certain asset class or a certain…”
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.”
Proprietary Data Is the Single Most Important Differentiator in AI
“In AI, access to proprietary data will be the single most important differentiator.”
Lanng: Proprietary Data Will Be Primary Differentiator in AI
“The biggest differentiator in the world to come is going to be proprietary data.”
AI startups lacking workflow or data ownership face imminent disruption
“If you are, you know, a founder or someone working on AI, you really need to think about if you're not owning that core workflow, if you're not owning the data yourself, then it's very easy to be disrupted and someone else could easily, you know, and most like…”
Babayigit: AI startups do not require proprietary data to build valuable businesses
“So you know, but I don't subscribe to a lot of the criticism about the business model because it will change. You know, you don't have to have necessarily proprietary data to create a valuable business. You can offer tools. You can offer services that really c…”
VCs Are Late to Realize Proprietary Data Moats Are Diminishing
“I think VCs are always one train late. So proprietor, having a lot of proprietary data was very, very important for the last cycle five years ago. Maybe it's less and less true.”
Tanmay Bhat: Incumbents with proprietary data have a major short-term AI advantage
“So if you have the leverage of data in the short term, at least you have a significant leg up in the AI world.”
Nika: Commercially packaged datasets create undifferentiated AI models
“There are agencies that are selling data, packages of data that are ready, so you can get them and train your models. But the question is, if everyone takes that exact data set, then the quality that every single company is producing is going to be the exact s…”
Polovets: Data network effects build continuously, not overnight
“And I also think that most, like you mentioned, proprietary data and like data network effects, those things are not binary. So it's not like you don't have them on day 1000 and then you suddenly have them on day a 1001. And so they grow over time and the more…”