Advertising-based business models should be considered separately from enterprise AI.
“That’s sort of how the advertising business model has worked. So let’s leave that aside.”
Consumer markets operate on a data-for-service exchange model that differs from enterprise needs.
“My thesis is simple, which is if the firm has to exist, let’s leave consumer markets outside because to some degree, there’s got to be some value exchange in the consumer space where you’re getting something for free, maybe for your data,”