"But what we're starting to see is with a lot of these models data is everything."
Starting to see? Data always was everything. it's why the job was called data processing before it became all posh and called itself IT.
When the great and the good of the datacenter world got together in Cannes last week for Datacloud Global Congress, storage was barely mentioned, with shortages of GPUs, power and land the key talking points. In fact, storage was literally not on the agenda. The CEO of one datacenter operator told us: "It's still GPUs, and …
I'm not too sure why you are conflating the dumpster fire of AI with the outhouse fire of Blockchain/NFT. https://www.web3isgoinggreat.com is all about the latter.
DRT is generally a pretty smart company - In any war, the only sure winner is the arms dealer, and DRT provides services to all sides of these buzzwordy things for a price.
"Storage is a solved problem" is an interesting take, and the misuse of "Token" in his statement is a little suspect, but generally I don't see much here that is even controversial. Business want low latency storage, the curation of redundant copies of data can be a challenging problem. Also, Pontifex Maximus is Catholic and ursine mammals defecate in woodland areas.