Comment by throwway120385

2 days ago

Oracle, SAP, and Walmart already have teams of people managing the data they have in-house. I find it hard to believe that those people can't pivot to working with an in-house LLM under the right leadership.

Data landlords have no reason to invest in their own models when they can license their content to all vendors and offer integrations with them. Their business models are enhanced by AI, not threatened by it. For Google and Meta it’s different: they offer entry points to data and chat apps are direct competitors. So chat apps with good integrations can be as big as largest ERPs, for example.