Scale AI exec: data companies profit because frontier labs don't own the product surface

sarahookr · x · 2026-10-15

Responding to "why are data companies making so much money right now?", Sarah Hooker argues frontier labs lack access to what matters most for the next era of intelligence: the product surface. She endorses @jwuphysics's framing that companies owning the interaction surface — the "last mile" of AI — hold immense value, which is exactly where data companies sit.

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