OpenAI Deep Research vs Gemini - Private SaaS Companies

Video Description

In this video we use both OpenAI Deep Research and Gemini Deep Research to write an in depth report on private companies in a niche market of the IT and Cybersecurity industry. Which report is better and why? Table of Contents 0:00 Introduction 1:06 Data scarcity with private companies 2:10 The agent needs to “fill in the blanks” 2:36 The agent needs to weigh the credibility of sources 4:02 Contextual understanding of industry acronyms and jargon 4:43 Can deep research agents make predictions with sparse information? 6:24 My prompt for report generation on a niche market 10:52 Me as a human judge of the output 11:57 LLMs as judges prompt - OpenAI, Claude, Gemini judge the reports 13:30 Begin walkthrough of the complete deep research report 14:14 Structure of each report (OpenAI is better) 15:10 Length and depth of each report (OpenAI is better) 16:25 Market overview and key player identification (OpenAI is better) 19:00 Market share analysis (OpenAI is better) 20:41 Financials and Valuation (OpenAI is better) 23:52 Determining SaaS metrics and public comps (OpenAI is better) 26:45 Strategic outlook and predictions (Gemini’s response is boring) 27:51 OpenAI makes bold, specific predictions, IPO outlook 29:48 OpenAI gives 2025 predictions on market share, M&A 31:02 Gemini captures 2 recent facts that OpenAI missed 32:25 Was this caused by a knowledge cutoff? 33:10 Getting the best of both worlds, going deeper? 34:17 LLM judges - what do they think about the reports? 36:18 Wrapping up, RIP Substackers? --- Prompts: **Research Brief: [Title of Brief]** ### **Objective** Compile a comprehensive report on the state of [industry / market of interest here]. The report should be structured for an investor evaluating opportunities in this space and should include detailed market analysis, financials, competitive landscape, and strategic insights. Take as long as you need, it is important that we get all of the most up to date and detailed information on the topics below. --- ### **Scope of Research** #### **1. Market Overview** - Analyze the current state of [market of interest here] - Estimate **total market size** and expected growth trajectory over the next 3-5 years. - Provide a **market share prediction** for key players. #### **2. Financials & Valuation** - Identify **revenue figures** for each major company in this space. - Analyze **growth rates** and any available **SaaS metrics** (ARR, churn, NRR, CAC, LTV, etc.). - Provide **valuation estimates** for public and private companies. - Find and list **publicly available comps and multiples** for valuation comparison. #### **3. Competitive Landscape & Key Players** - Profile major players in the market, including their **founding history, leadership, and ownership structure**. - Track **recent acquisitions**: - Who acquired whom? - How were these acquisitions funded? - What do these acquisitions indicate about the company’s strategy? - Investigate **leadership changes** (C-suite, board members, key executives). - How might these changes impact each company’s trajectory? - Identify **current sentiment** for each product. Gather insights from: - Niche subreddits - Industry specific forums and review sites - Industry publications #### **4. Investment & Market Accessibility** - Identify if shares in these companies are available for purchase on the **secondary market** or through other investment platforms. - Determine **potential acquisition targets** and possible acquirers. - Outline **funding sources** for key players (VC, private equity, debt financing, etc.). - Provide **IPO predictions** for private companies in the space. #### **5. Product & Industry Trends** - Identify **AI use cases** in development within the space. - Explore **other trends** and **growth opportunities** tied to the space. - Review **expansion efforts**: - Are they building **integrations** and forming **partnerships** with other companies - Are companies entering **new markets**? - Are they hiring for roles that suggest **new product developments**? - What do current job openings reveal about their roadmap? #### **6. Strategic Outlook & Predictions** - Who is **poised to win or lose** in this market? - Provide key **predictions for 2025** based on research findings. --- ### **Report Format & Delivery** - Present the information **in a structured report format** tailored for an investor. - Provide clear **charts, graphs, and data visualizations** to illustrate key financials and trends. - Cite **sources** for all data points, especially revenue figures, valuation multiples, and sentiment analysis. - Highlight **key takeaways** and **actionable insights** at the beginning of the report. --- The other prompt is in the pinned comment due to character length limit in the description.