Peter Deng: belief

Transcript context

…Let's make that even more specific. When you talk about this, I think about... The CEO of Windsurf was on the podcast and we talked a lot about how they've all this really unique data about which recommendations of code snippets people accept and reject and they actually launched their model I think based on that. Is that example? Any other examples to make this real? That's a perfect example. There's some companies I've invested in that aren't public yet that have their own take on that, which is really interesting to be able to take whatever activity is in their product to get smarter at the thing that they are doing, again, which is why I think the data flywheel and the workflow goes so hand in hand together, because if you are solving something actually valuable for businesses, for people, and there's a lot of that attention that's being paid to, a lot of work is being done through it, you're going to have that edge. This is where I see again startups in very different markets who have this insight, who understand this very deeply, and are not just trying to zero shot everything and be like, "No, no, no. This is how we're going to build it to make the product genuinely useful so that it can get genuinely more useful over time." That is going to be amazing because as a consumer of any of these products, we're going to benefit. What I'm hearing here is also if you don't have proprietary data or unique data, you can still have a chance by building this flywheel where you collect that data through your usage. For example, Windsurf, if they all built on Claude 3.5 and then now they have all this unique data and now they're launching their models.…

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