Many of the largest scale uses of AI to date have been at consumer-centric companies that have large data sets to train on (Google, Facebook, Uber, etc). Perhaps incumbents won due to a data advantage that is now going away as companies use the broader internet as an initial training set + are switching to models that work more robustly against sma... See more

Our training data is pretty much from the same place as everybody else’s — which is pretty much the internet. Pretty much every big AI model just pulls off all the data it can, all the text it can, all the images it can. Scientifically speaking, we’re at an early point in the space, where everyone grabs everything they can, they dump it in a huge f... See more

More broadly, what will remain are jobs to be done. Software needs to be stable and predictable and have infrastructure to run on; that is a lot easier to buy from an entity than to manage yourself. Businesses don’t want to be IT departments; they want to actually achieve business results, and any time spent trying to get stuff to work is a waste o... See more

Why is data integration so hard? The data is often in different formats that aren’t easily analyzed by computers – PDFs, notebooks, Excel files (my god, so many Excel files) and so on. But often what really gets in the way is organizational politics: a team, or group, controls a key data source, the reason for their existence is that they are the g... See more