enterprise proprietary data
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 27, 2026 by Ofir Ehrlich · across every show →
Everything said about enterprise proprietary data, oldest first
Aug 27, 2026 bullish
Ehrlich says proprietary data is the only real moat for AI
“When you can think about it, ah, models, ah, compute, everything is relatively ephemeral, ah, almost zero switching costs, and those are infrastructure, important parts of the infrastructure. For the industry. But if you're a company, whether you're a hotel ch…”