The future of data analysis is conversational interfaces, but generic tools struggle. An AI must deeply understand the data's structure to be effective. Vertical-specific platforms (e.g., for marketing) have a huge advantage because they have pre-built connectors and an inherent understanding of the data model.
As platforms like AlphaSense automate the grunt work of research, the advantage is no longer in finding information. The new "alpha" for investors comes from asking better, more creative questions, identifying cross-industry trends, and being more adept at prompting the AI to uncover non-obvious connections.
Simply offering the latest model is no longer a competitive advantage. True value is created in the system built around the model—the system prompts, tools, and overall scaffolding. This 'harness' is what optimizes a model's performance for specific tasks and delivers a superior user experience.
For data-heavy queries like financial projections, AI responses should transcend static text. The ideal output is an interactive visualization, such as a chart or graph, that the user can directly manipulate. This empowers them to explore scenarios and gain a deeper understanding of the data.
Instead of building AI models, a company can create immense value by being 'AI adjacent'. The strategy is to focus on enabling good AI by solving the foundational 'garbage in, garbage out' problem. Providing high-quality, complete, and well-understood data is a critical and defensible niche in the AI value chain.
Marketing leaders pressured to adopt AI are discovering the primary obstacle isn't the technology, but their own internal data infrastructure. Siloed, inconsistently structured data across teams prevents them from effectively leveraging AI for consumer insights and business growth.
Creating a basic AI coding tool is easy. The defensible moat comes from building a vertically integrated platform with its own backend infrastructure like databases, user management, and integrations. This is extremely difficult for competitors to replicate, especially if they rely on third-party services like Superbase.
Traditional software required deep vertical focus because building unique UIs for each use case was complex. AI agents solve this. Since the interface is primarily a prompt box, a company can serve a broad horizontal market from the beginning without the massive overhead of building distinct, vertical-specific product experiences.
To maximize AI's impact, don't just find isolated use cases for content or demand gen teams. Instead, map a core process like a campaign workflow and apply AI to augment each stage, from strategy and creation to localization and measurement. AI is workflow-native, not function-native.
Many companies fail with AI prospecting because their outputs are generic. The key to success isn't the AI tool but the quality of the data fed into it and relentless prompt iteration. It took the speakers six months—not six weeks—to outperform traditional methods, highlighting the need for patience and deep customization with sales team feedback.
Don't underestimate the size of AI opportunities. Verticals like "AI for code" or "AI for legal" are not niche markets that will be dominated by a few players. They are entire new industries that will support dozens of large, successful companies, much like the broader software industry.