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data gravity

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 21, 2024 by Brad Gerstner · across every show →

Everything said about data gravity, oldest first

Mar 21, 2024 neutral
Insight
Gerstner: Enterprise switching costs reside in data gravity, not LLMs
“The switching cost is not with the LLM. I agree with you on this. The switching cost is really around where your data resides, right? We've heard this talked about data gravity.”
Brad Gerstner Mar 21, 2024 ▶ 1:24:02 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
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