Larry Ellison: Big Tech AI Models Flawed, Private Data is Next Frontier

• Oracle's Larry Ellison identifies a fundamental flaw in big tech AI models: they are all trained on publicly available internet data, making them increasingly similar.
• Ellison believes AI is entering a second, more valuable stage focused on systems that can reason over privately owned enterprise data securely.
• This shift will involve AI accessing sensitive corporate information like financial records and healthcare data without compromising security.
• Oracle is positioning itself as a leader in this transition, leveraging its dominance in enterprise databases and developing its AI Data Platform.
• The company plans significant investments, including a $50 billion capital expenditure and new AI superclusters, to support this strategy.

Why It Matters: Larry Ellison argues the future of AI lies in secure access to private enterprise data, not just public internet data.