Investor: AI demos are dying — show me your data and your model instead
yenkel · x · 2026-09-25
Investor yenkel argues that "demos are dying": as model capabilities broadly improve, a slick demo carries almost no signal — it's just one row in a dataset. He says the meaningful questions for evaluating AI teams are what data you have, how you gather and curate it, and what your model actually is. The take reflects a broader industry shift from demo culture toward data moats and real model capability as the core signal.
Related event: Investor: AI Demos Are Dying, Data and Models Matter(2 posts)→
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