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Data is the only moat

frontierai.substack.com

41–48 of 48 posts

Re: Data is the only moat

#41
User data is a leaky moat, since you can convince people to get their data via GDPR request and hand it over to you.

The law even demands that the data is machine readable.

The only real moat is your own, observational data.

Re: Data is the only moat

#42
post #33
post #17

What'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.

"Let me help you out of the water, or you'll drown!", the friendly monkey said placing the fish carefully on the tree...

Re: Data is the only moat

#44
post #6

Attention 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?

Attention is not a moat, it's the thing that's in the castle's treasure room. Without something that makes your service sticky attention may well just walk right out the door.

Re: Data is the only moat

#45
post #7

Earlier quoted context omitted.

User attention to get user data? I feel like the the data to drive the really interesting capabilities (biological, chemical, material, etc, etc, etc) is not going to come in large part from end users.

It's the other way around. You gather user data so that you can better capture the user's attention. Attention is the valuable resource here: with attention you can shift opinions, alter behaviors, establish norms. Attention is influence.

Yeah I understood that but I don’t think we need influence over masses to train better models with novel data

Re: Data is the only moat

#48
I find the premise that coding is one of the hardest problem for LLMs flawed. Isn't coding the easiest area for AI, with lots of data to train and easily verifiable?
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