I actually feel strongly that the "learning" companies will want to do with their data will mostly not be to train models.
Let's say you have a bunch of valuable data about your customers or employees.
Your best bet to make that IP useful is to turn it into skills or artifacts that models can use in-context.
If you go through the effort to train it into the model:
1. that is hard to get right and takes a lot of time + effort
2. you will have to do it all over again when the next base model comes out
3. most importantly, it is irreversible... when things change, you cannot untrain what you did
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