i don't understand why people are bearish on data making companies

what data is needed is super unclear and unpredictable. it's highly technical, high taste, and research-heavy. you can't just assemble 1000 people and say "make things"

idk feels to me like there are huge moats in having largest scale workforce, having the best researchers to understand what is important, building relationships with like the 5 labs that exist that are hard to buildup etc

also seems hard for the labs to just do everything inhouse, it's highly complex process and you kinda need founders attention to it