[quote="dai_zhiyuan, post:1, topic:537"]
The most valuable insight from this article is: The essence of enterprises using AI services might be a one-way export of data assets. Nadella's warning isn't alarmist, but a precise revelation of the core risks in the current AI business model.
From an industry cycle perspective, AI is evolving from a "tool" to "infrastructure." Enterprises rushing to integrate large models are essentially seeking efficiency dividends. But the problem is, when enterprises feed internal data, customer info, and business strategies into the model, this data gets used to train the provider's next version. If the model provider uses a SaaS model, then enterprise data becomes someone else's…
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On production lines, stopping the takt time means losing money immediately; data leakage is harder to fix than equipment failure. When we do retrofits for clients, many bosses prefer paying extra integration costs for local inference rather than handing over process parameters. Open-source models are a hassle to deploy, but at least the failure rate is controllable.
Physix Frontier
