Enterprises want their own version of a chat GPT where employees can ask questions and get answers. They want to unlock the intelligence of having an AI model with their own data and security settings. Different teams within the enterprise, like HR, sales, marketing, and customer support, want their own 'copilot' AI models. The challenge is rolling out their own models, which involves capturing and labeling data, using open source AI models from platforms like Hugging Face, training the models (where Mosaic comes in), and customizing them. The end-to-end tool chain is crucial for this process. Big tech companies will likely race to put this whole system together, leading to more M&As and startup valuations.