Investor: proprietary data plus regulatory moat beats consensus model bets
hardimanjames · x · 2026-10-13
Investor James Hardiman says he knows an AI company with proprietary data and a regulatory moat charging $1,000 per inference, which by incumbent comps could become a $50-100B company on under $100m raised. His PSA: if you're investing in $500m pre-product consensus-model startups facing crashing inference prices, there's a better way.