three points:
1. i have often wondered about whether rapid tech. progress makes underinvestment more likely.
2. ben evans frequently makes fun of the business value. pretty clear a lot of the models are commodotized.
3. strategically, the winners are platforms where the data are. if you have data in azure, that's where you will use your models. exclusive licensing could pull people to your cloud from on prem. so some gains may go to those companies ...
2. ben evans frequently makes fun of the business value. pretty clear a lot of the models are commodotized.
3. strategically, the winners are platforms where the data are. if you have data in azure, that's where you will use your models. exclusive licensing could pull people to your cloud from on prem. so some gains may go to those companies ...