11–20 of 49 posts
> We firmly believe the moat for AI application is in the data and the data engineering today. At some point, the process of building custom LLMs might get so fast and easy that we’ll all return to building our own models. That simply isn’t the case today. Customized small models will outperform larger general models for your specific use case.
This is probably why Google or Meta will "win" over OpenAI in the end. They have all the data, and no one else even comes close.
Microsoft has plenty of data too. In Microsoft Teams, LinkedIn posts and messages, and Outlook emails.
Honestly I think they might have more useful data than Google, given Bing knows more or less that same as GoogleBot. Meta doesn't come close, unless you want your LLM to be purely conversational.
This is probably why Google or Meta will "win" over OpenAI in the end. They have all the data, and no one else even comes close.
Microsoft has plenty of data too. In Microsoft Teams, LinkedIn posts and messages, and Outlook emails.
This sounds encouraging at first glance, but even more demoralizing when you think about it. It doesn’t matter how clever or smart you are over your competitors. If you don’t have the data, you don’t stand a chance. And of course the incumbents have the data not you, the entrepreneur
> We firmly believe the moat for AI application is in the data and the data engineering today. At some point, the process of building custom LLMs might get so fast and easy that we’ll all return to building our own models. That simply isn’t the case today. Customized small models will outperform larger general models for your specific use case.
No they wont. Any model you train now will be beat by GPT5 easily
Earlier quoted context omitted.
No they wont. Any model you train now will be beat by GPT5 easily
I think the real power of customized small models will be running things on local hardware, except that we're in an awkward phase where the local hardware isn't quite beefy enough to run anything really useful yet. Maybe Apple will do something interesting in that space at WWDC.
“What that also means is that you don’t need to be an AI genius to succeed in building applications. With thoughtful software engineering and a focus on customer data, you’ll build a moat over time.” This sounds encouraging at first glance, but even more demoralizing when you think about it. It doesn’t matter how clever or smart you are over your competitors. If you don’t have the data, you don’t stand a chance. And…