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AI Strategy · 0:46

When Historical Data Adds Value

Historical data can support differentiation when losing it would materially reduce customer value. Sean contrasts accumulated useful history with data collected for a single interaction.

IN THE CLIP

Transcript

In some cases, if you're just collecting data at each moment in time and then using that data to like give something back to the user, that means you don't have any defensibility. Because it's just, I just need a user to do a thing and then I use that thing to give them back a thing. There's no like moat that's been developed over time. The other side of that is we've developed three, five, 10 years worth of historical data that's used when a customer asks us a question or interacts with our product. And that, if that goes away, the value to the customer drops dramatically. In that case, there is defensibility with data. Right?

Recorded February 2026.

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