The case for AI value beyond models: private data and business workflows
One post quotes Mark Zuckerberg predicting company-specific AI layers; another quotes Chamath arguing that unique inputs can give otherwise similar models an edge.
TLDR
A post quotes Mark Zuckerberg predicting that most businesses will not own frontier AI, but many will have a customized layer reflecting how they work. The post’s author argues that workflows, permissions, internal tools and authority to execute transactions could become key sources of value. Another post quotes Chamath arguing that unique inputs can differentiate otherwise similar models, and suggesting that access to those inputs could motivate acquisitions by companies such as Google, Microsoft and Facebook. Its author points to medical records, industrial logs and legal archives as examples of potentially valuable private data.
