Donato Riccio

company is having an AI announcement, just to have an AI announcement, I'd be skeptical.

So the second is, is this actually in production in front of users, or is just a demo or pilot?

Because right now, companies can still get headlines for a demo.

Startups can raise lots of money on a good prototype.

But I'd argue that this window is slowly closing because everyone has a demo at this point.

But the hardest part is to bring the demo to production in front of real users and scaling the app and making it secure.

So that's what I want to see.

I'll add another one, which is the data advantage.

So are they building on proprietary data or just plugging in generic tools?

Because the models themselves are becoming more and more interchangeable.

You can use GPT, Gemini, Cloud, Brock.

They're all great, and they all have different strengths.

But we all have access to the same models.

So what's not a commodity is your customer data, your years of refinement and testing to figure out what your customer wants.

domain expertise, and so on.

So I believe the companies that will get real value from AI are the ones using data that their competitors cannot access.

Because if I can do the same thing, chat GPT, what would I pay for their product?

So the differentiation lies in the data and in the specific company context.

So to recap, the first is, is AI solving real problems?

Second, is it a prototype or is it in production?