Own the Data Loop - by Sabrina Albert and Vivek Ramaswami
aspiringforintelligence.substack.com · 1,037 words · saved by 1 readers
The real AI moat isn't the model or the harness, but the data flywheel you build on both
A few weeks ago we argued that the era of frontier-model dominance is ending — the value in AI is migrating from the raw model to the harness around it, catalyzed by the rapid progress in open-source and open weights models. But we want to take it a step further: the real moat isn't the model, and it's not just the harness either. It's the data you compound on top of both. That tension is already playing out publicly. In CNBC appearances this summer, Palantir CEO Alex Karp has hit the same note: enterprises are "unhappy" with the frontier labs, tired of paying for tokens that create "no…
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