Data: The Key to Competitive Advantage

If you think about the competitive playing field of these different model providers

against one another, there's three pillars. There's algorithms, compute, and data.

And data, I think, is actually the primary pillar that you can imagine

a real durable competitive advantage emerging. Because the issue is algorithms, that's IP that at

some point, you know, the rest of the industry will learn about.

Compute is, you know, you can have more compute than other people,

but other people can just spend more money and buy that compute. And data is one

of the few areas where you can actually produce a long term sustainable competitive advantage.