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The DeepSeek Moment: What Comes Next for AI?

By
Aaron Fulkerson | CEO
2025-02-12
5 min read

The Real AI Breakthrough Starts with Enterprise Data

By now, you’ve heard the news about DeepSeek’s latest breakthrough. It’s been making waves for weeks, and for good reason: training large-scale models on public data is getting cheaper, faster, and more efficient.

But here’s the part people aren’t talking about: this moment is a turning point, not the finish line.

We’ve reached peak public data. Every major AI model has been trained on the same scraped datasets, and the marginal value of retraining on that data is approaching zero. Public data has fueled an era of incredible AI advancements, but it’s also a dead end.

The next frontier? Enterprise data—proprietary, high-fidelity, and immensely valuable, but also sensitive and highly regulated.

This is where the conversation needs to shift. AI’s next chapter isn’t about squeezing a little more efficiency out of public models; it’s about how we securely integrate enterprise data into AI workflows without compromising privacy, sovereignty, or compliance.

That’s the problem we solve at OPAQUE.

Our confidential AI platform makes it possible to unlock the full power of enterprise data without exposing it to unnecessary risks. We enforce policies. We guarantee privacy with cryptographic verification. We provide the proof enterprises need to operate AI at scale in regulated environments. No masking. No shortcuts. Just verifiable, confidential AI.

OPAQUE eliminates the need for traditional data masking by enabling confidential AI processing on encrypted data, ensuring full data utility while maintaining verifiable privacy and sovereignty.

And this goes beyond analytics and machine learning. The rise of confidential agentic workflows—AI systems making decisions on sensitive data—demands a new level of trust. Enterprises need more than just security; they need attestation, compliance, and interoperability. OPAQUE ensures every AI-driven action is verifiable, every interaction is policy-compliant, and every deployment is secure.

So while DeepSeek marks an evolution in how models are built, it doesn’t solve the real challenge ahead: how do we make AI truly enterprise-ready? At OPAQUE, we’re not just watching this shift—we’re leading it.

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