The Salience of Data

TLDR · 6 days ago

Data access, rather than compute or talent, has emerged as the primary competitive moat differentiating AI model companies like Anthropic and OpenAI from larger tech incumbents. According to OpenAI engineer Will DePue, data spending across vendors is currently around $7 billion annually and could reach $70 billion by 2030 as public internet data becomes exhausted. The structural advantage in AI development will increasingly shift toward companies controlling proprietary datasets and the licensing deals to access them, rather than those simply owning computational infrastructure.