Aaron Fulkerson provides a thoughtful and provocative analysis of the recent frenzy of DeepSeek.
The markets are in a frenzy over DeepSeek's ultra-efficient AI models, sending NVIDIA's stock tumbling by $700B. But they're missing the real story... 🧵 While everyone's focused on cheaper training costs, we've actually hit an inflection point: peak public data. The easy-to-access datasets that powered AI's first wave are tapped out. The next AI frontier? Enterprise data. It's vast, valuable, and largely untouched. But there's a catch: * You can't just throw enterprise data into AI models * Privacy and sovereignty matter * Compliance isn't optional * Trust is everything That's why I believe confidential AI platforms will be the key to unlocking trillions in enterprise value. It's not just about making models cheaper—it's about making them trustworthy enough to handle your company's crown jewels. The future belongs to companies that can bridge this trust gap. While the market panics about GPU hours, smart enterprises are already planning their confidential AI strategies. Thoughts? What's holding your organization back from leveraging sensitive data in AI and Agentic workflows? #AI #EnterpriseAI #ConfidentialComputing #DeepSeek #Innovation #AgenticWorkflows