99% Derisible · 9 October 2026 · Investment Thesis

Data beyond brokerage

Yoni Rechtman, Partner @ Slow

Data sales to AI labs are a lucrative but temporary funding opportunity; founders should treat data revenue as capital to fund durable businesses rather than as an end goal, with the rare exception of companies positioned to generate proprietary data as operational exhaust.

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Topics: AI (Horizontal) · Data & Analytics · Venture Capital & Startups

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