Data Companies Will Dominate the AI Era
jia_seed · x · 2026-07-19
This shared viewpoint argues that data companies are undervalued in the AI era:
- While some predicted data companies would die, the author believes they will become the "shovel-selling" kingmakers.
- Compute power is no longer a sustainable moat; researcher turnover drains expertise, making data the true differentiator.
- LLM companies will be forced to buy more data and dive deep into vertical industries.
- Using Anthropic's focus on coding as an example, the article suggests we'll see more data platforms acting as the "GitHub of [insert industry]."
The overall conclusion is that as intelligence permeates enterprises, companies mastering high-quality data and industry knowledge will emerge stronger.
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