Data as infrastructure: Why the AI race will be won long before the model is chosen
By Prasad Rai, CEO, DAAS LABS
Every boardroom in India now carries an AI slide, yet remarkably few carry a data balance sheet. That imbalance, far more than the choice between rival foundation models, will determine which enterprises convert the current wave of enthusiasm into durable earnings. Models are commoditising along a pricing curve that bends only downward, and whatever one firm licenses today its competitor can license tomorrow at a lower price. Proprietary, well-governed, decision-ready data remains the one asset in the AI stack that cannot be downloaded.
Capital markets appear to have reached this conclusion ahead of many operating plans. Nasscom and BCG project that India’s AI market will reach 17 to 22 billion dollars by 2027, compounding at 25 to 35 per cent a year.
Growth of that order attracts scrutiny along with capital, and the questions asked in earnings calls and diligence rooms have shifted accordingly,...
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