data moat
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 18, 2018 by Elad Gil · across every show →
Everything said about data moat, oldest first
Oct 18, 2018 bearish
Gil: Data moats rarely succeed as standalone startup assets outside genomics
“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…”
Jun 27, 2025 positive
Green: AI continuous learning loops create stronger user retention moats
“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…”