The Sequence Scope: Will Machine Learning Data Infrastructures Become Commoditized?

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📝 Editorial: Will Machine Learning Data Infrastructures Become Commoditized?

The value capture in software technology trends fluctuates between infrastructure and applications. Some market cycles are dominated by momentum in infrastructure companies. Then the pendulum swings gradually towards applications. This cycle repeats constantly. However, after long market cycles, many infrastructure building blocks become commoditized. Think about the trajectory of storage and compute infrastructure of platforms like AWS and Azure; or database infrastructure of platforms like Oracle. Following that thesis, we should expect many of the infrastructure building blocks of machine learning (ML) to become increasingly…