Now that the base open weights AI models are getting far better, and post training infra is becoming more mature and commercialized, there are going to be all new plays for companies that have large amounts of data to have their own models. Licensing data for external model training was previously the only play if you had a large corpus of information, but you can now reasonably go and train your own models as well without incurring the cost and complexity of competing with the labs on…