The ironclad example, ultimately, the defensibility lies in the fact that they have all of this outcomes data. It's a broader workflow tool that has the full job to be done. There is an infrastructure layer that's being built that allows you to store and integrate your own proprietary data with open source models. This kind of close versus open ecosystem debate is really fascinating right now.
How do you build defensible business value in an era when, as AngelList CEO Avlok Kohli said on our last ACQ2 episode, the “cost of intelligence is going to zero”? Longtime friend of the show Jake Saper and his partners at Emergence Capital have been refining their thesis for this brave new world of Generative AI in B2B, and we sit down with him to discuss. We cover topics including:
- When do exactly correct answers matter, and when do they not?
- When are human-in-the-loop systems necessary?
- When do startups have an advantage vs. incumbents, and vice-versa?
- Where can companies capture value on a durable basis?
- When do you need proprietary data in order to be defensible?
Whether you’re building or investing in existing businesses from the “pre-AI” era or brand new startups that are native to GPT, this episode has plenty of takeaways you should consider. Tune in!
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