Navigating the AI Landscape: Exclusive Data Strategy

By Jeremiah Owyang, General Partner

June, 2024

Win your market with lightning speed.

Hi! I’m Jeremiah Owyang�

Career Mission: To help companies connect to their customers with new technologies.

Career Mission: To help companies connect to their customers with new technologies.

The AI Cambrian Explosion

June 2024. Source: theresanaiforthat.com

Due to low costs of entry, global excitement, and investor funding �approximately 1,000 new AI projects are birthed per month.

AI Technology Stack 2024�

Input from Chris Saad, Scott Johnson, Jeff Abbott, Chris Yeh, Ben Parr, AWS, Google, Stanford

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AI Technology Stack 2024�

Data:�public, proprietary, synthetic | future data type: proof of fact

jeremiah owyang | jowyang | version 1.2

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Input from Chris Saad, Scott Johnson, Jeff Abbott, Chris Yeh, Ben Parr, AWS, Google, Stanford

AI Technology Stack 2024�

AI Infrastructure:�cloud, sw management, optimization, security, �repositories, hardware, data centers, and energy

Data:�public, proprietary, synthetic | future data type: proof of fact

jeremiah owyang | jowyang | version 1.2

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Input from Chris Saad, Scott Johnson, Jeff Abbott, Chris Yeh, Ben Parr, AWS, Google, Stanford

AI Technology Stack 2024�

AI Infrastructure:�cloud, sw management, optimization, security, �repositories, hardware, data centers, and energy

AI Models | Foundational Models:�proprietary models | open source | RAG

Data:�public, proprietary, synthetic | future data type: proof of fact

jeremiah owyang | jowyang | version 1.2

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Input from Chris Saad, Scott Johnson, Jeff Abbott, Chris Yeh, Ben Parr, AWS, Google, Stanford

AI Technology Stack 2024�

AI Infrastructure:�cloud, sw management, optimization, security, �repositories, hardware, data centers, and energy

AI Models | Foundational Models:�proprietary models | open source | RAG

AI Apps:�consumer, enterprise. �industries, departmental

Data:�public, proprietary, synthetic | future data type: proof of fact

jeremiah owyang | jowyang | version 1.2

@

Input from Chris Saad, Scott Johnson, Jeff Abbott, Chris Yeh, Ben Parr, AWS, Google, Stanford

AI Technology Stack 2024�

AI Infrastructure:�cloud, sw management, optimization, security, �repositories, hardware, data centers, and energy

AI Models | Foundational Models:�proprietary models | open source | RAG

AI Apps:�consumer, enterprise. �industries, departmental

Autonomous Agents:

open source, closed, �agent management systems

Data:�public, proprietary, synthetic | future data type: proof of fact

jeremiah owyang | jowyang | version 1.2

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Input from Chris Saad, Scott Johnson, Jeff Abbott, Chris Yeh, Ben Parr, AWS, Google, Stanford

AI Agents: MultiOn: Schedules,Travel, Emails

AI Technology Stack 2024�

AI Infrastructure:�cloud, sw management, optimization, security, �repositories, hardware, data centers, and energy

AI Models | Foundational Models:�proprietary models | open source | RAG

AI Apps:�consumer, enterprise. �industries, departmental

Autonomous Agents:

open source, closed, �agent management systems

Data:�public, proprietary, synthetic | future data type: proof of fact

jeremiah owyang | jowyang | version 1.2

@

Input from Chris Saad, Scott Johnson, Jeff Abbott, Chris Yeh, Ben Parr, AWS, Google, Stanford

AI Attributes for Blitzscaling

Winner take most market.

• 1) Access to Exclusive Data
• 2) Switching Costs

Network Effects

• 3) Direct Network Effects
• 4) Data Network Effects
• 5) Indirect Network Effects
• 6) Two-Sided Network Effects
• 7) B2B Network Effects
• 8) Learning Effects

Viral Growth / Distribution

• 9) Social Layer
• 10) Direct Communication
• 11) Freemium / Premium
• 12) Value Chain Spread
• 13) Distribution Partner �
• 14) Unforeseen new methods with AI

From the book: Prioritizes speed over efficiency in an environment of uncertainty. The AI market is already very crowded. Only deploy these strategies and tactics when the market conditions are right.

Results: An AI Startup that wins more of their market

MSNBC: May 2023

AI Transforms the Decision Funnel

​

Image: DALL-E

AI Transforms the Decision Funnel

Jeremiah Owyang, 2024

Image: DALL-E

AI Transforms the Decision Funnel

Jeremiah Owyang, 2024

Image: DALL-E

AI Transforms the Decision Funnel

Jeremiah Owyang, 2024

Image: DALL-E

��Not a �great

user

experience

AI Transforms the Decision Funnel

Jeremiah Owyang, 2024

Image: DALL-E

AI Transforms the Decision Funnel

Jeremiah Owyang, 2024

Image: DALL-E

AI Transforms the Decision Funnel

Jeremiah Owyang, 2024

Image: DALL-E

AI Transforms the Decision Funnel

Jeremiah Owyang, 2024

Manual to Hybrid to Automated

Image: DALL-E

Key Insights for AI Leaders�By Jeremiah Owyang, April 2024

1. Exclusive or Confidential Data: We see this as a key advantage and defense against the tech giants�
2. Complex Ecosystem: The AI Tech Stack, a rapidly evolving ecosystem, is in the market-formation stage. Thousands of AI marketing tools are set to emerge. �
3. Power Shift is Real: The Funnel Upended: Humans will rely on AI agents to make decisions and purchases. Businesses will need to influence buyer-side agents and launch sell-side agents.�
4. Blitzscalers have these attributes: Exclusive data, productized synthetic data, network effects, product led growth, and distribution strategies. �
5. Speed is required, the slow companies are being disrupted: You must drive fast change within your company and with your customers. The wealthy, slow, and large tech giants are being disrupted.

Jeremiah Owyang�General Partner, AI Fund�Blitzscaling Ventures��jeremiah@blitzscalingventures.com�Twitter & Linkedin: @jowyang