Corporate SNCs in Alcatraz#

I want you to write an article for me.

Introduction#

I defined in a previous article the notion of SNC, source of new content. In a world where data to train the LLMs are becoming crucial, SNCs are what the LLM providers should fight for.

For the public SNCs, we have social networks. Press can be read by anyone and so is not a discriminant even if all LLMs should have it (provided it is true content and not comments on true content).

From commodity services to strategic gamble#

For the private SNCs, my theory is that enterprises that chose the Cloud were already locked by a provider, like Microsoft with Office 365 or Google with Google Workspace. But, until now, those providers were providing commodities only (mail, office software). Even their execution platforms such as Azure or Google Cloud Platform are commodities because I can run almost everything on whatever platform.

But, with BigAI, things are different because BigAI will be integrated natively inside enterprise content.

This generates 2 phenomenons:

  1. The enterprise is completely locked into the Cloud platform, due to AI integration into its content, and its hopes of getting out are the same as a prisoner in Alcatraz.

  2. The productivity enhancement of the company is depending on the capability of the Cloud provider to provide up-to-date AI, and upgraded AI services.

Let us suppose that tomorrow, BigAI Corp. proposes a brand new technology that is one million times more powerful than the competition. The companies being hosted on their "legacy-AI-Powered-Cloud" will quickly be out of business compared to companies hosted by BigAI.

Bet and pray#

You can go back from the Cloud provided you use commodity services. But companies will have a lot of trouble going back from the AI-Powered-Cloud. Their choice then becomes a gamble and a prayer. Let my Cloud provider be able to produce up-to-date AI services... or I will loose the competition.

Indeed, this model is, once again, reversing the traditional habit of the customer/supplier relationship. You could say that, traditionally, a customer decides and the supplier provides.

But now, in the AI-Powered-Cloud era, it is as if companies are horses in a specific racing stable.

They only have the means of their stable. So, they are not anymore fully in control of their destiny to win the competitive race.