16h ago

Oracle's Larry Ellison argues training on public data commoditizes AI, leaving proprietary datasets as the only moat

Gary Marcus countered that exclusive datasets have limited impact

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Original post

i warned these guys of exactly this problem - no moat because everyone is training on same data - two years ago. and warned them that AI would become a commodity. now they think they have made some big discovery. 🤣 the inability of these guys to listen to anyone outside of Silicon Valley is gonna cost them a truly enormous amount of money. (and no proprietary data is not going to make that much of a difference, except in some narrow use cases)

9:04 PM · May 28, 2026 View on X

incorrect

otherwise xAI, Meta and Google would be at the frontier and China bros wouldn't need to distill american models

5:13 PM · May 29, 2026 · 8.2K Views