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Data Activation Thoughts
data activation thoughts17 Jan 2026 The landscape is shifting in recent years — it’s a cliche to start texts like this these days, but the fact that it’s a cliche doesn’t make it any less true.1 In 2019, the folks at Andreessen Horowitz wrote this about data (in a piece titled The Empty Promise of Data Moats): “Instead of getting stronger, the defensible moat erodes as the data corpus grows and the competition races to catch up.” (Trying to prove some data has value — I’ve experienced it firsthand.) LLMs have shifted where value comes from. It’s no longer enough to simply have proprietary data; what matters now is how effectively you can make that data useful to these systems (and therefore, to anything else that lives off that).
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