Ofir Ehrlich
20 Aug 2026Protein Binding | OpenAI Q2 Revenue | META Trial | TIME’s VC Rankings
2:05:2615 min
Ofir Ehrlich (Eon): Data Is the New Gold
Ofir Ehrlich introduces Eon, which finds, backs up, retains and governs enterprise data so it can be safely activated with AI tools. He points to Google buying $10 million of Spirit Airlines' data out of bankruptcy as evidence that data is now the most valuable asset, says most companies don't even know where their data is, and describes how tedious it is for data teams to locate, retrieve and activate it. He predicts labs' data appetite will spread to every company, argues data and people are the remaining moats as software stops being one, discusses possible acquisitions made purely for data, and says that as an angel investor in 70+ companies he's focused on AI infrastructure.