Efficiency will ultimately decide if LLMs become feasible long-term. Right now, the LLM industry is not sustainable. Investors were promised literally the future in the present and it is now undeniable that ASI, AGI or even moderately competent general purpose quasi-autonomous systems won't happen anytime soon. The reality is that there is not space for all these players in the market in the long-term. LLMs won't go away but the vast majority of mainstream providers will definitely do
Data is the only moat
31–40 of 48 posts
Re: Data is the only moat
#32[flagged]
Re: Data is the only moat
#33What's annoying is that companies capture user data and then lock it into their platforms, transform it, and resell it. But it is really the user's data that they're selling back to us. I would like regulation here, you capture my data then I can pick who you must and must not share it with.
And they simply ignore your choices anyway.
Re: Data is the only moat
#34[flagged]
In case you haven't come across the idea yet, this concept is all the rage among the VC thoughtbois/gorls. Not sure if Jaya Gupta at Foundation coined or just popularized it but: context graph.
Could be a good fundraising environment for you if you find the zealots of this idea.
Re: Data is the only moat
#35Marketing/relationships is the only moat, not data. You can have amazing data and make an amazing product, and some asshat with a product that barely works and really tight marketing will crush you. Then people will ask why there isn't a product like yours on the market, all while ignoring all your marketing material.
Re: Data is the only moat
#36Attention is the only moat. Companies always try to make it seem like data is valuable. Attention is valuable. With attention, you get the data for free. What they monetize is attention. Data is a small part to optimize the sale of ads but attention is the important commodity. Why else are celebrities so well paid?
This surely works with consumer product. Does it equally apply to b2b?
Try to launch a B2B without marketing skills in 2026 and find out.
Re: Data is the only moat
#37[flagged]
We totally found this doing financial document analysis. It's so quick to do an LLM-based "put this document into this schema" proof-of-concept.
Then you run it on 100,000 real documents.
And so you find there actually are so, so many exceptions and special cases. And so begins the journey of constructing layers of heuristics and codified special cases needed to turn ~80% raw accuracy to something asymptotically close to 100%.
That's the moat. At least where high accuracy is the key requirement.
Re: Data is the only moat
#38Is this really where we are at now for analysis?
You get some anecdotal evidence and immediately post a hot take claiming to have discovered a new invariant?
I guess a bunch of us, including myself have taken the engagement bait here but does it really take somebody saying something stupid to start a conversation on something?
Re: Data is the only moat
#39[flagged]
Re: Data is the only moat
#40Marketing/relationships is the only moat, not data. You can have amazing data and make an amazing product, and some asshat with a product that barely works and really tight marketing will crush you. Then people will ask why there isn't a product like yours on the market, all while ignoring all your marketing material.
Evidence?