Proprietary data owners will shun model makers
Companies with highly valuable proprietary datasets are expected to demand independent inference providers to avoid exposing their data to foundation model makers.
The argument
The guest argued that sectors like healthcare and pharmaceuticals have spent decades and billions gathering unique data. To protect their competitive advantage, they will refuse to run inference directly with model makers who might use that data to train general models, favoring disaggregated or independent cloud infrastructure instead.
The thesis, stress-tested
✓ What validates it
- ✓Increased enterprise adoption of disaggregated inference services on platforms like AWS Bedrock
- ✓Pharma companies signing exclusive cloud hosting deals that bypass model-maker APIs
▸ Risks discussed
- ▸Model makers offering ironclad, verifiable zero-data-retention guarantees
- ▸High costs of running independent disaggregated inference
Hear it yourself
"And if you figure that to get maximum performance, you sort of want to lessen the distance between things, then put it all on one wafer. Anyway, we're gonna learn a lot more. I'm very excited to say wafers. About giant wafers and more. I'm very excited to say we do have the founder and CEO of Sarah Bras on the podcast, Andrew Feldman, truly the perfect guest. So, Andrew, thank you so much for, coming on the podcast on the week of your IPO. Well, Thank you so much for having me. What a pleasure. Absolutely. Why don't you just start us off? The big giant chip, they're apparently real. They're as big as a dinner plate."
AFFILIATE LINK · ZORTIX MAY EARN A COMMISSION · NEVER A RECOMMENDATION TO TRADE