Compound says Reddit data may be one of AI’s most valuable private datasets
peterjliu · x · 2026-07-28
Compound says it has former buy-side analysts helping ensure its evals are grounded in real finance work, and it is now publishing original research, including a note on Reddit.
- The thread argues that proprietary data is becoming the real moat as LLMs commoditize.
- Reddit is described as potentially owning one of the most valuable human-generated datasets in AI.
- The author says Reddit data was also one of the primary conversational corpora used to train the earliest chatbots.
- The upcoming Google renewal is framed as an early test of what that dataset is actually worth.
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