Why the owner’s data are new gold for he’s companies

like Competition for the predominance of it Heat, companies have begun to think about how they can use the owner’s data in which they sit down to get their part of the pie. While the boom of it is driven by faster chips, larger models and increasingly expanding calculators, basic models like GPT, twins and claude are becoming more accessible and comfortable. And that has resulted in the company he – like Openai, Xai, Deepseek, Anthropic, Google, Ali Baba and others – starting more and more models of the same things, with some models coming out of others in some standard.

Experts are now saying that The true competitive advantage is the relocation to the owner’s dataWith some even arguing that companies that control exclusive data, high quality are those that will set the conditions of how it develops and is used in all industries in the near future.

BOE HARTMAN, COOPERS AND CTO I Nomi healthsees this change playing in different sectors. “Data providers have an advantage. The model providers are in a race to the end – eventually, they will be comfortable. The real value is in the data that make those smarter and more useful models, especially when that agent enters the game, ”he said in an interview.

It is a high claim with real potential to actually change the future of the development of it. But this developmental trend also comes with new challenges: more legal battles on data ownership, strongest intimacy regulations and increased data purchase costs.

The advantage of the owner’s data

Publicly and synthetic data were once seen as the foundation of it. But as Andy ThuraiThe main analyst and VP in the search constellation, explained, their benefit is hitting a ceiling. “Most companies have exhausted the Internet data available open. Differences in data, calculation, infrastructure and algorithms are all consolations, which means that models will fight to differentiate. Exclusive, high quality data is now the real difference. “

Owner data allow companies to adjust models with specific domain knowledge, creating applications that exceed generic models trained in public data. This is especially true in highly specialized industries. Health care providers, for example, are using private patient data (with proper protection of intimacy) to train models that can diagnose diseases faster and more accurately than that with general goals.

However, the acquisition and maintenance of exclusive data is not easy. Like TZVI Kopetz, VP of Marketing in Lushtold me, “The biggest problem is the noise signal. The acquisition of valuable data, not just noisy data, requires large quantities, as well as sifting and filtering. Moreover, it also requires that owner to do it. “

Gold owner data strength

Money is the king in the business world, right? And the fast world of it is not excluded from that reality. In the spirit of mining and earning owner’s gold data, some companies-like social media platforms, for example, use the content created by the user to train models that are later licensed to party businesses third. Others, such as power -free financial services, are using owner’s transaction data to build predictive models that help optimize investment.

“There are many things that happen in this space, it’s hard to say which business models will stick,” Hartman said. “I saw a report that there are 28,000 different companies ‘AI’ in the world – this is a lot of spaghetti thrown into the wall. Time will tell who wins, but companies with owner data will be the winners.”

Thurai sees this change as inevitable. “By adding exclusive owner or private data, models grow extremely greatly. Especially models trained with specific domain data, such as health care or finance, add a value. “

The cost of data ownership

While the owner’s data can be the new gold of it, there are thorns and thorns along the way there. For example, adherence to regulations – which are now ready to become even stricter – and meeting ethical requirements is not a walk in the park. The large cost of acquiring and maintaining clean, structured data is another major obstacle.

Inna Tokarev Sela, Founder and CEO of Ilumnoted how the arrangement is forming the playing field: “The true war will have what actually owns the data – the company that collects it or the person who creates it. And who decides what is a proper use of those data when it is constantly generated all over the world? “

Laws of intimacy like GDPR, CCPA and Hipaa are already reformulating how the data can be used, and even more regulations are on the right track. At the same time, there is a growing realization that data sharing – when done responsibly – can be mutually useful. In Europe, for example, specific industry data arrangements, such as healthcare data exchanges, are creating new models to balance intimacy with innovation.

Power for data owners

With the balance of energy shift in exclusive data and smaller, weaker and more specific industry models, companies that possess high value data are able to dictate how it is used and who access it. This trend suggests that the future of it may not be dominated by model developers, but rather by companies that provide high quality data for those models.

“Model providers will continue to give value to a large host of service providers,” Kopetz said, “but I see a development of model providers. Deepseek built a low -cost solution on top of other modelsSimilarly, there will be levels of model service providers. “

This is a notion that Sela agrees with it, noting that “power dynamics is evolving more towards data holders that place terms for data consumers than the basic model developers holding power. If I own a database exclusive, and you want to use a new Deepseek model with my owner data, you are you as the final customer who will pay for this exclusivity of data, not for the model provider. “

The determination of the other era

The world of it is fast and new innovations appear almost every day. So it will be interesting to see how companies use their exclusive data, how this can change the way it develops and at what cost.

But one thing is for sure: as the models of it become increasingly accessible, it is not the algorithms that will determine the success, but the data that feeds them. And companies that can collect, manage and make money of the owner’s data will determine the next era of it – while those that rely solely on public data can find themselves fighting to compete.

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