60+ interviews map the data supply chain as the new capital formation
micoolcho · x · 2026-11-07
An article by yrechtman, "The corpus is the economy," draws on 60+ interviews across the data supply chain—brokers, wholesalers, researchers, frontier lab buyers, RL and data lab leaders—to analyze data as a business and a new form of capital formation. The piece introduces "data-native LBOs": data carried at $0 today will be priced and financed, with a data-backed layer described as "the new junk bond," using AI-driven operating leverage to create new financial leverage. At small scale it funds acquisitions via corpus extraction; at larger scale, full capital-structure innovation.
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