OpenOcean GP Tom Henriksson argues the AI companies that will survive the next shakeout aren’t defined by their models, but by proprietary, defensible data that competitors can’t replicate.
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June 12, 20265 minute read
Image credits: OpenOcean
In the last 12 months, I have watched several AI startups I know well see their core products become features inside a new model release. Their valuations have not recovered. All three had technically impressive models. None of them had defensible da...
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