Databricks CEO on how to spot companies with an AI moat

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  • Опубліковано 22 тра 2023
  • Databricks CEO Ali Ghodsi says incumbents have an edge in the AI race over startups, by leveraging the large datasets they've spent years collecting to train their own AI model. "You actually don't need that much data and you don't actually need to spend that much money. You do need very big data sets that no one else has access to," he said. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/2NGeIvi
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КОМЕНТАРІ • 41

  • @dfiniin6820
    @dfiniin6820 Рік тому +7

    Palantir! Ahead of everyone else.

  • @PranjalSingh
    @PranjalSingh Рік тому +5

    Such a high quality and useful discussion!

  • @evelyncristinapinto8569
    @evelyncristinapinto8569 8 місяців тому

    Very good discussion! With the business languange, not so techie.

  • @luckx6692
    @luckx6692 Рік тому +2

    Good money for medical field, but insurance companies won’t let go profits

  • @samyy974
    @samyy974 Рік тому +3

    TESLA has an AI moat ! they have the models + huge datasets

  • @reggie2261
    @reggie2261 Рік тому +3

    Key word for AI used, Digital Twin

    • @AG-hl1ni
      @AG-hl1ni Рік тому +3

      Palantir Technologies $PLTR they do this lol

  • @AG-hl1ni
    @AG-hl1ni Рік тому +10

    P A L A N T I R Technologies

  • @analystinvestor
    @analystinvestor Рік тому

    Where is the report?

  • @ahsanmohammed1
    @ahsanmohammed1 Рік тому +1

    Good questions by reporter.
    To the CEO
    Dude
    Get top audio!
    We're in a post COVID world!
    Wake up! Smell the coffee. Set up!

  • @rftghyjukiol
    @rftghyjukiol Рік тому +2

    #palantir

  • @xlargetophat
    @xlargetophat Рік тому +1

    Sounds like doing the bidding of corporations. I'm raising chickens and gardening. Screw off augmentation.

  • @davefromhungary
    @davefromhungary 10 місяців тому

    How can Databricks keep your datasets safe if the clusters run on AWS, Azure and GCP? Those companies technically can look into your data anytime.

  • @Gamma3
    @Gamma3 Рік тому

    Databricks to the moon

  • @hzt6000
    @hzt6000 Рік тому +1

    sounds like Tesla's fsd and palantir is going towards this moat.

  • @Austin26KshsPLTR
    @Austin26KshsPLTR Рік тому +12

    Palantir baby, ALL day long. The future of data governance/security/auditing for legal & ethical compliance. The ontology & underlying infrastructure they have built over the past 20 years, will be a requirement in the tech stack for government/commercial usage.

    • @rftghyjukiol
      @rftghyjukiol Рік тому +2

      #PALANTIR

    • @Leeds1919LUFC
      @Leeds1919LUFC Рік тому

      This is a company trying to purchase contracts for NHS data. This is incredibly dangerous.

    • @ocampbell1954
      @ocampbell1954 11 місяців тому +1

      Palantir no. Google, Apple, and Tesla yes.

    • @lowellspinners88
      @lowellspinners88 10 місяців тому

      Snowflake Inc

  • @HarveyDentist
    @HarveyDentist Рік тому

    A data set
    that no one else has
    is not open source..
    Imma get back in NNOX

  • @jimifash
    @jimifash Рік тому +2

    On the contrary, instead of having the proprietary datasets in-house; why not a large industry platform where every player's datasets are part of a far broader dataset infrastructure built on customers' anonymity that then empowers every player to apply this bigger data infrastructure to designing more lucrative products?
    Big Pharma, biotech, advanced silicon chip architecture and the old world of insurance readily come to mind!

    • @BabyYoda1410
      @BabyYoda1410 Рік тому +1

      That’s not how this works in my humble opinion. Big corporates want to keep their cards close to themselves. Their valuable data won’t end up in the public domain or part of a broader dataset infrastructure

    • @jimifash
      @jimifash Рік тому

      @@BabyYoda1410
      I still disagree.
      Not because of how enterprise corporates see it.
      But because each enterprise corporate doesn't have all the customers in its particular industry.
      There's far more actionable insight in the industry platform approach than its in keeping cards close to yourself as an enterprise. That formula has been tried before there was internet and cloud servers, and by now we know why many of them were behind in the outcomes of data analytics.
      OpenAI is the closest to a project that best explains what I'm saying, though in a different way.

    • @lowellspinners88
      @lowellspinners88 10 місяців тому +1

      Snowflake does this

    • @jimifash
      @jimifash 10 місяців тому

      @@lowellspinners88
      I just googled it and found that accurate.
      Thanks for the example.

    • @jaysonzhang9270
      @jaysonzhang9270 10 місяців тому

      There’s proprietary data that gives orgs a competitive advantage and then there’s scrubbed public data.

  • @AnberThe
    @AnberThe Рік тому

    Doesn’t google have the most current data?

    • @tenzinrose
      @tenzinrose Рік тому

      Not if companies arnt allowing them to crawl & index their sites.

  • @pauldannelachica2388
    @pauldannelachica2388 Рік тому

    All this new AI companies are benefiting with the Holy Trinity ASML TSMC Nvidia

  • @parnalysis4228
    @parnalysis4228 Рік тому +2

    Im so sick of hearing about AI already

    • @adeona5202
      @adeona5202 11 місяців тому

      What's annoying about it is the uncertainty of what to actually do. You hear that the smart thing to do is to get into AI and you also hear that programmers will be extinct in 5 years. I'm starting to get the impression that the much earlier players are the ones that'll cash in. Well that's if cash will exist in 5 years. I'm done..

  • @erandeser5830
    @erandeser5830 Рік тому

    From experience customer support is the worst application.

  • @nickjhaus
    @nickjhaus Рік тому +1

    ServiceNow

  • @alinthemind
    @alinthemind Рік тому +3

    When Databricks goes public, it will soon be more valuable than Snowflake or Salesforce..

  • @rocknrollcanneverdie3247
    @rocknrollcanneverdie3247 Рік тому +1

    He lost me at “we analyzed 9000 companies” 🚩

  • @Mostly_bad
    @Mostly_bad Рік тому

    Hype hype hyper hype.