Ivy Nguyen at GFT Ventures coined the concept of data moat for AI startups, emphasizing how proprietary, compounding data creates defensible advantages rather than just algorithms, and developed the framework of model-market fit that requires proving AI models work and improve in real-world conditions before scaling distribution. She has become a go-to voice for deep-tech founders in sectors like autonomous driving and advanced manufacturing, diving into technical stack diagrams and bottlenecks while positioning AI as a strategic supremacy issue that companies and countries must treat as core to long-term competitive positioning.