Enterprise bespoke models bottlenecked by data capture, not data usage

sandeepssrin · x · 2026-10-18

Replying to a question about why bespoke enterprise models would need third-party data at scale, Sandeep Srin argues the real challenge is data capture, not data usage: vendors' off-the-shelf data is easy to buy, but capturing in-company data is a "hypervisor problem" — enterprises must first build hypervisor-like layers to instrument and capture their own data before custom models can beat frontier models on cost, latency, and task performance.

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