He writes that "no business is safe at this point." I disagree and actually wrote my first blog post in 8 years today explaining why:
My point more broadly is that no business out there can just ignore AI entirely: it has to be a thoughtful part of your strategy.
I 100% agree with you point on owning the data. I wrote a similar post recently on the importance of data moats, and why I think they're the most important part of defensibility in the age of AI here:
https://ryanshannon.substack.com/p/what-even-is-a-moat-anywa...