Three views on the data economy: a $1T category with fewer than 10 players by 2031
FinanceYF5 · x · 2026-10-10
A thread summarizes three takes on the AI data economy: Everett Randle argues data is the next $1T category; Vik expects fewer than 10 independent players at scale by 2031; Satya Nadella says companies pay for intelligence twice and should keep their own data—the most valuable data may be what you never sell.
Follow-up facts: LoRA co-creator Edward Hu joined Mercor to train models, with its first built on Alibaba's Qwen; a 2023 study found a third or more of crowd workers used AI to write "human" answers, and the next teachers may be factory workers with head cameras.
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