Data gravity is king!
One of my biggest takeaways from $Meta Platforms, Inc.(META)$ Llama3 announcement - data gravity is king. And access to high quality, annotated, LLM ready data will drive which companies truly utilize AI vs those who don't
As the number of accessible, highly performant models continues to grow (both proprietary and open source), it becomes less important to ask "which model should I use or tie myself to" and more important to ask "how do I deploy / serve / train / fine tune / monitor a model on MY OWN data?"
I don't think we'll see companies move data to the models. I think they'll move models to the data. It's easier - The gravity is with the data. It's not just about how you train / fine tune a model initially.
It's really about how do you continuously re-train / fine tune the models you have in production as new data comes in, and monitor quality drift. It's much easier to do this if the models are sitting alongside the data. Data isn't stagnant, and models shouldn't be either.
As many have shouted from the rooftops before, you don't have an AI strategy without a data strategy. And I think all of what I've just said is a big reason why. Data platforms have a lot of potential here. A big beneficiary here are they hyperscalers. Databricks has also done a killer job. $Snowflake(SNOW)$ playing catchup, but probably done more than people give credit for
So I think when looking looking to find big AI winners a key question is "who has the data?"
https://twitter.com/jaminball/status/1782468738161443031
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.