I feel gaslit with the over-rotation on a network LLM, and that's no criticism of a company that's trying to make its way. By far, and I've been on this for a long time, the critical part is the data. You cannot separate data compute from the software stack. It's going to have to be a public utility. If you put in your health care data, are you going to give that to a corporation that can then do what it wants?
The most important thing is to think institutionally and actually put the data to work as a critical input of this. Then, whatever's in the stack for AI and compute, just make sure you have a couple of competitors. It's a vendor relationship thing.