data

“The, you know, the really valuable thing that people have that, that, that need for these to create AI systems is they need algorithms, they need computers, but they also need data. And data is really kind of the scarce resource.”

“Well, we, the, unlike compute, unlike networking, data is a very different beast. Data has a life cycle. Data has a long tail. It doesn't just appear and then disappear.”

“If you are an algorithm company, It's very, very hard to build any kind of value because somebody else comes up with a marginally better algorithm. So you need to pair the algorithm with the data.”

“One thing which is different than IT and industry in the past is it seems pretty clear because the value is in data, and because the value is in optimization, that the infrastructure layer will be free.”

“And so, I think there will be a lot of cases where data becomes the purview of each individual, And we will choose how we want to go dispense it, and I think in certain cases, our data and what we produce will become valuable to consumers, and there'll be a ma…”

“By using data, and having folks optimize the data, they actually become the next generation of programmers. They're not trained as programmers. They won't even know what a program really is. They're all manipulating data in the context by which they are famili…”

“The, you know, the really valuable thing that people have that, that, that need for these, to create AI systems is they need algorithms, they need computers, but they also need data, and data is really kind of the scarce resource.”

“And it's very likely in the current trajectory that we're going to end up with three or four companies that control all this data.”

“I've been advocating that it's, at some point, it's gonna be NILD. And the D stands for data.”

“Cause I mean, you know, at the end of the day, like, you know, these models are more or less commodities. It's what feeds them. That's important.”

“So my hot take is the most defensible things 10 years from now will be your brand, workflows that require high trust and data.”

“The GPUs are somewhat zero-sum, right? So the data isn't.”

“We have a huge repositories of data at the department that's sitting there siloed unused.”

“We should zoom out and recognize the biggest problem right now in robotics is actually data. One day it'll be chips, but for now it's data.”

“And actually a lot of that industry has now Built these gimmick style benchmarks as a mechanism to sell their data. And so that, that's become kind of their go-to-market as well.”