if your job is legible enough that people can make a dataset clearly pointing out what is right and what is wrong, you are at the highest risk for an AI model being “superhuman” at your job. It is even more risky if it is possible to articulate your thought process in a way that is verifiable.

Looking at this perspective, it makes more sense that... See more

The moats are in the customers, not the data. We predicted that the best generative AI companies could generate a sustainable competitive advantage through a data flywheel: more usage → more data → better model → more usage. While this is still somewhat true, especially in domains with very specialized and hard-to-get data, the “data moats” are on

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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... See more