anthropic and openai aren't just selling you models. they're learning how to build what you already sell – with every prompt you send

@clintsharp, ceo of @cribl_io – $350m arr telemetry and observability platform used by half the fortune 100 – on the big technology podcast with @Kantrowitz:

every time sharp's customers use anthropic or openai, the prompts, corrections, and agent traces teach the providers exactly how enterprise telemetry works – the same domain cribl built its business on. he has "near 100% belief" they'll ship competing products within 6-18 months.

@satyanadella called it the reverse information paradox: you pay twice – once with money, once with the institutional knowledge you feed the model.

and enterprises are only now realizing what's happening. 6 months ago none of cribl's customers asked for ai observability. today it's the top request – what are agents doing, what's it costing, what tool calls are being made.

the vendors you depend on for intelligence are the same ones learning to compete with you. and until recently, you couldn't even see what they were learning.

full segment via link. source: @BigTechPod