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Comment on AI: Startup vs Incumbent Value (2022)parent

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I heard from a large AI founder recently on this topic. Data is an okay moat, but in this craze we'll see the power of data shrink. Companies are getting enough VC funding ($10m-$100m+) to buy any data they need. A better model could also make up for a lack of better data.

Instead, the best moat is to know that your product isn't a thin replicable wrapper for ChatGPT but instead has a large surface area, with lots of well-built features. Continue building those features at a fast pace, and you can win.

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