Minute 35+ - discussion on how much data is available vs actual utilization. Imagine you have IoT devices pouring oodles of data into a Data Lake. Obviously collecting data never possible due to technology and cost, but also rarely actionable. The net effect is to dilute the effectiveness of the data lake, with a potential upside that you can fish-out something useful later. I would expect the 95% unused rate mentioned to be the optimistic answer. It may very well be that AI makes it so easy and cheap to analyze deeper and find Baby Black Swans hatching in the shallow waters. I'm thinking about common medications where the ingredient list often includes "99% inert ingredients". It's not the volume, it's the signal. This is one emergent value to look for.
Minute 35+ - discussion on how much data is available vs actual utilization. Imagine you have IoT devices pouring oodles of data into a Data Lake. Obviously collecting data never possible due to technology and cost, but also rarely actionable. The net effect is to dilute the effectiveness of the data lake, with a potential upside that you can fish-out something useful later. I would expect the 95% unused rate mentioned to be the optimistic answer. It may very well be that AI makes it so easy and cheap to analyze deeper and find Baby Black Swans hatching in the shallow waters. I'm thinking about common medications where the ingredient list often includes "99% inert ingredients". It's not the volume, it's the signal. This is one emergent value to look for.