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Jul 12Liked by Janelle Teng

Thank you for sharing Janelle! I think the point around bundling, unbundling, etc is particularly interesting due to the importance of data and specific workflows to LLM training and usage. Can imagine the big data players with “data gravity” (hyperscalers, Databricks, Snowflake) ultimately bundling a lot of infra capabilities bc the data you need is there. Can also see the big vertical SaaS players bundling vertical specific AI apps into their products as they have both the workflows and the data. Already seeing some of this with the acqui-hired of Inflection and Adept by the hyperscalers….

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Love this!

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