i warned these guys of exactly this problem - no moat because everyone is training on same data - two years ago. and warned them that AI wou…

i warned these guys of exactly this problem - no moat because everyone is training on same data - two years ago. and warned them that AI would become a commodity. now they think they have made some big discovery. 🤣 the inability of these guys to listen to anyone outside of Silicon Valley is gonna cost them a truly enormous amount of money. (and no proprietary data is not going to make that much of a difference, except in some narrow use cases) LARRY ELLISON: AI IS RAPIDLY COMMODITIZING BECAUSE MOST MODELS ARE TRAINED ON THE SAME PUBLIC INTERNET DATA. THE REAL COMPETITIVE EDGE ISN’T THE MODEL ANYMORE — IT’S ACCESS TO EXCLUSIVE, PROPRIETARY DATASETS. THAT MAY BE THE ONLY MOAT LEFT.

Source: Gary Marcus (X) | 2026-05-29