Just one question regarding „proprietary data“. I am not sure whether your given example with claims data applies. The data is certainly in the Guidewire software but I would doubt that Guidewire is allowed to use it and eg sell it to other insurance companies. However, I don’t know their contracts so maybe they are.
Thanks for the comment. I guess with regard to the moat, proprietary data means that AI models have no access to the data which I think in Guidwire’s case should be the case.
I also don’t think that they can freely use the data from clients but they don’t have to.
Thanks for your point of view.
Just one question regarding „proprietary data“. I am not sure whether your given example with claims data applies. The data is certainly in the Guidewire software but I would doubt that Guidewire is allowed to use it and eg sell it to other insurance companies. However, I don’t know their contracts so maybe they are.
Looking forward to your next article.
Thanks for the comment. I guess with regard to the moat, proprietary data means that AI models have no access to the data which I think in Guidwire’s case should be the case.
I also don’t think that they can freely use the data from clients but they don’t have to.