As the models converge, your data is what's left to compete on, and increasingly, the real moat isn't your structured data but the proprietary content your competitors simply can't access. Take a look at where retrieval, fine-tuning and domain models genuinely create differentiation and where they just add cost and complexity. The shift it argues for is a mindset one: treating enterprise data as a strategic asset to be deployed, not merely a governance problem to be managed.