Fill the Data Moats?

Had never experienced the idea formally,   But after reading the description here understand the caution.   In how many domains can you assure having the data that forms a moat?  Perhaps by having a transitional algorithm to create it.

In Andreesson Horowitz:

The Empty Promise of Data Moats   by Martin Casado and Peter Lauten

Data has long been lauded as a competitive moat for companies, and that narrative’s been further hyped with the recent wave of AI startups. Network effects have been similarly promoted as a defensible force in building software businesses. So of course, we constantly hear about the combination of the two: “data network effects” (heck, we’ve talked about them at length ourselves).

But for enterprise startups — which is where we focus — we now wonder if there’s practical evidence of data network effects at all. Moreover, we suspect that even the more straightforward data scale effect has limited value as a defensive strategy for many companies. This isn’t just an academic question: It has important implications for where founders invest their time and resources. If you’re a startup that assumes the data you’re collecting equals a durable moat, then you might underinvest in the other areas that actually do increase the defensibility of your business long term (verticalization, go-to-market dominance, post-sales account control, the winning brand, etc).  ... "