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The Empty Promise of Data Moats | Andreessen Horowitz
Sonya Huang • Generative AI’s Act Two
Darren LI added
Weaker defensive moats due to the commoditization of AI models and challenges with data network effects.
Matt Bornstein • The New Business of AI (and How It's Different From Traditional Software) | Andreessen Horowitz
sari added
If the blockchain and AI take hold, those moats will no longer be data and content creation. Which seems like a bad thing–but what’s left? From my perspective as a nascent entrepreneur, future moats fall into three broad categories: proprietary technology, supply chain innovations, and media that can’t be replaced by AI because it comes from a stro
... See moreDaisy Alioto • The Taste Economy
Keely Adler added
sari added
With AI/ML technologies making the leap in recent years, the seductive illusion of data has only grown. More Founders are falling prey to the idea we had at Tickle: the phantom value and defensibility of data. Collecting data is easy now, but turning that exhaust into value is not trivial. Further, a world of abundant data, it’s getting harder to d... See more
NFX • What Makes Data Valuable: The Truth About Data Network Effects
Sixian added
What others may see as a moat, we may more earnestly see as “stickiness” or “defensibility” rather than as an outright moat. As we wrote about in “What is a “Moat” and why does it matter?” , we define moats as “Proven, perpetuating and permanent unit economic advantages from peers within a competitive set” . These moats need to be root
... See moreRick Zullo • Companies Build “Capabilities” Before They Build “Moats”
Ilana Ettinger added
Ilana Ettinger added
To figure out a response, it’s important to acknowledge a common myth about defensibility and moats: that somehow, network effects will magically help you fend off competition.