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This is, as far as I know, the business model of coys like mistral and cohere
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On-premise (1960-2010) -> Cloud (2010-2026) -> On-premise (2026+)?
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I think that's overstated, but the loss of trust companies have with the big AI players is pretty serious. Not a big deal if your app is for sharing cat videos, but if you're medical or wealth management or a government contractor or the like enterprise clients really like to see good data security policies.
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> Not a big deal if your app is for sharing cat videos, but if you're medical or wealth management or a government contractor or the like enterprise clients really like to see good data security policies.

If this mattered to them, they wouldn't be running so much in the cloud or in proprietary software that they have no ability to air-gap.

If companies ever cared about this, Windows would not be dominant on the desktop.

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Agree. I also wonder how zero e.g., Claude Enterprise ZDR really is, and what their data pipeline actually looks like.
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I think the next step to anyone but overbloated USA models is to follow https://chatjimmy.ai/ with one of the qwen models. If they can mass produce something at relative cost, these would be awesome sidecars.
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