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LARRY ELLISON: AI IS RAPIDLY COMMODITIZING BECAUSE MOST MODELS ARE TRAINED ON THE SAME PUBLIC INTERNET DATA. THE REAL COMPETITIVE EDGE ISN’T THE MODEL ANYMORE — IT’S ACCESS TO EXCLUSIVE, PROPRIETARY DATASETS. THAT MAY BE THE ONLY MOAT LEFT.

3,310,678 次观看 • 1 个月前 •via X (Twitter)

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Larry Ellison just told every AI company on Earth they’re fighting the wrong war. The entire industry is racing to build the smartest model. More parameters. Better benchmarks. Faster inference. Ellison isn’t building a model. He’s controlling what every model needs to be useful. Every frontier AI trains on the same public internet. Same scraped pages. Same recycled text. When everyone has the same data, it’s not an advantage. It’s a floor. The only data that creates separation is private. Medical records. Financial models. Defense systems. Proprietary research locked behind firewalls for decades. That data already lives inside Oracle databases. Not Google’s. Not Microsoft’s. Not Amazon’s. Ellison didn’t enter the model war. He positioned himself above it. He rebuilt the database so AI can reason on private data without ever absorbing it. Training folds your data into the model permanently. Once it’s in, it never comes back out. Reasoning thinks with your data and hands back only the answer. The data never moves. One is surrender. The other is sovereignty. Ellison: “These are remarkable electronic brains.” He didn’t build the brain. He owns what the brain needs to think. Everyone is building the most powerful mind in human history. A mind is only as valuable as what it’s allowed to know. Own the knowledge and it doesn’t matter who builds the brain. That pattern has held through every era of human civilization. AI doesn’t break it. It proves it.

Dustin

97,461 次观看 • 13 天前

Larry Ellison just told you where the real AI war is being fought. Every major AI model trains on the same public data. Same internet. Same scraped pages. Same recycled text. ChatGPT. Claude. Grok. Llama. They all learned from the same pile. Public data isn’t a competitive edge anymore. It’s the floor. The real separation is private data. Medical records. Financial models. Defense infrastructure. Proprietary research locked behind firewalls for decades. That’s where the highest-value information on Earth lives. And most of it already sits inside Oracle databases. Not Google’s servers. Not Microsoft’s cloud. Not Amazon’s. Oracle’s. Ellison didn’t try to build another AI model. He rebuilt the database so AI could reason directly on private data. Not train on it. Reason on it. Training means your data gets absorbed into the model. It leaves your hands. Reasoning means AI thinks with your data. Returns the insight. The data never moves. That’s not an upgrade. That’s the architecture enterprise AI actually needs. Ellison called these systems “remarkable electronic brains.” He wasn’t reaching for a metaphor. He was being literal. We built synthetic cognition. Not faster software. Not better algorithms. A tool that reasons. And he said what almost no one in tech will say out loud. It won’t replace us. It’ll make us something we’ve never been. Better scientists. Better surgeons. Better engineers. Better teachers. Every tool humanity ever built followed one pattern. It made the person holding it more powerful than the person without it. Fire. The printing press. Electricity. The internet. AI follows the same arc. With one difference. This tool thinks with you. The people who figure that out first won’t just have an advantage. They’ll solve problems the rest of the world didn’t know were solvable. We didn’t build our replacement. We built our upgrade. And history won’t remember who feared it. It’ll remember who used it.

Dustin

48,416 次观看 • 2 个月前

Big pharma just handed the AI industry one of the most important reality checks of 2026 (Save this). david friedberg revealed that Anthropic approached major life sciences companies with a pitch, share your proprietary data, sign an NDA and we will give you early access to a specialized life sciences model and nearly every company they spoke with said no. Here is what these pharma companies understood that many enterprises still have not. A large pharmaceutical company may have spent decades and tens of billions of dollars generating proprietary datasets, clinical trial results, genomic sequences, drug interaction data, compound libraries. That data is the business and the competitive moat that separates them from every other player in the industry lives in those datasets. Handing it to an AI lab in exchange for early access to a model is essentially handing your most valuable asset to a company whose entire business model depends on combining your data with everyone else's and then selling the output back to you and to your competitors. Palantir CEO Alex Karp made this exact point that enterprise leaders are paying for AI tokens that generate no tangible business value while simultaneously surrendering their most sensitive operational data to external providers. He called this transferring a company's alpha, the unique advantage that secures the business directly to a third-party lab. Microsoft CEO Satya Nadella echoed the same concern independently, warning that entire sectors might find their accumulated knowledge commoditized if they do not build their own data and model ownership layers. The structural problem is not unique to pharma but it applies to every enterprise sector. Every time an employee runs a query through a third-party frontier model, proprietary workflows, customer data, and strategic processes pass through infrastructure the enterprise does not control. The data already shows the market moving, Open-source captured 67% of all AI tokens processed in the first half of 2026, up from a fraction of that just twelve months earlier. The performance gap between proprietary frontier models and open-source alternatives has nearly closed, DeepSeek costs approximately 1/36th of GPT-5 for comparable workloads. What pharma figured out and what enterprises across every sector are starting to realize is that the model is not the moat but the data is. And once you hand your data to a model company, you have permanently surrendered the asset that took you decades and billions of dollars to build.

Milk Road AI

16,292 次观看 • 18 天前