The Give-to-Get Model for AI Startups

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

Successful data businesses are all built around a unique or proprietary data asset. There are a few ways to build such an asset:- Brute force License and transformCore business outputPayment in kindInbound network effectsGive to get Data exhaust

In a world rapidly accelerating toward automation and measurement, data is a commodity. Filtered, labeled, and processed data is the most valuable asset. Thus, information processing is the most important force of our reality. It’s critical that this power is decentralized.

Workflow+model startups will win by combining a fine-tuned model with deep customer insight to build an AI-native workflow. These startups will be particularly well-positioned to win in one of the following 3 scenarios:

1. Incumbent saas players do not have legacy workflow dominance in that vertical


2. An AI-native workflow solves the most critical creativ

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Data is the new oil. We believe it also has the potential to cause the next "data oil spill".