E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
All-In with Chamath, Jason, Sacks & Friedberg
The Impact of Proprietary Data on Model Quality
Diminishing returns and early convergence are evident in third-party benchmarks, indicating that the absence of proprietary data leads to similar model quality across various models. This situation poses a challenge for startups whose equity value is linked to their models, as they lack the differentiation provided by proprietary data.
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