If LLMs can be thought of as coffee, then we live in a world where we do not have great tools for coffee bean picking, separating, processing, grinding, and making. As a result, it takes too long to brew a cup of coffee.
This means those who can make a great E2E easy-to-use coffee processing platform for a Tim Hortons or Dunkin Donuts (enterprise clients that value efficiency) will have strong demand, high stickiness, and possibly pricing power. At the same time, a best-in-class coffee bean separator, the data labeling of the coffee business, will be highly valued by a high-end espresso bar (technical companies that want a sophisticated tool).
One analogy I thought of is the following:
If LLMs can be thought of as coffee, then we live in a world where we do not have great tools for coffee bean picking, separating, processing, grinding, and making. As a result, it takes too long to brew a cup of coffee.
This means those who can make a great E2E easy-to-use coffee processing platform for a Tim Hortons or Dunkin Donuts (enterprise clients that value efficiency) will have strong demand, high stickiness, and possibly pricing power. At the same time, a best-in-class coffee bean separator, the data labeling of the coffee business, will be highly valued by a high-end espresso bar (technical companies that want a sophisticated tool).