Data is the New.......

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The headlines for the last decade-plus have been Data is the New Oil or Data is the New Gold. It feels more like Data is the New Infrastructure. It’s the backbone and fuel of the AI era. Models are getting better and better. The need for chips, and data centers, energy and everything in between is at all time highs and there is no slow down in sight.

At the end of the day, the best models, the winning companies all need data. They need lots of it. They need it for training, learning, building a moat, and endless use cases.

We are even seeing people walking around cleaning homes with sensors and cameras just to collect data to train humanoids. Or seeing companies buying other companies Jira tickets, slack messages, and everything that runs their service organization or desk jobs so that these companies can package the data for training models and robots.

The world needs more data. It’s buying more data. Has more demand for how data is organized, delivered, collected, cleaned, verified, stored, accessed, etc. etc. etc.

So Data at this point is the new infrastructure. Data is also once again a hot area of investment. Data & information services companies in the public market are also under a microscope. What’s their revenue per headcount? What are their AI initiatives? How do they compete with AI native technology companies that are building data businesses?

The data industry is changing fast and new winners are soon to emerge!

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