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Larry Ellison basically explained why OpenAI is positioned to win the AI race. Today’s models all trained on the same thing: public data. The internet. Books. Papers. General knowledge. Impressive, but capped. Ellison’s point: peak value only comes when AI is trained on private data. That’s where OpenAI is...

167,033 просмотров • 5 месяцев назад •via X (Twitter)

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Larry Ellison just told the world what AI is coming for next. Not better chips. Not smarter architecture. Your private data. Ellison: “These AI models are trained on publicly available data. All the data on the internet.” Every major model right now is trained on the same thing. The entire public internet. Every article, every forum, every blog, every comment you left under a video in 2014. All of it scraped. All of it digested. All of it already inside the system. Ellison: “For these models to reach their peak value, you need to make privately owned data available to those models as well.” Billions of web pages. Trillions of words. The sum total of everything humanity ever made searchable. Not enough. “Peak value” doesn’t live on the open internet. It lives in your medical records. Your financial history. Your company’s internal files. The data you handed over every time you tapped “I agree” without reading a word. We spent three decades uploading ourselves to the internet willingly. Photos, opinions, locations, relationships, habits. We traded it all for convenience and never thought twice. That was phase one. Phase two doesn’t ask. Phase two is the hospital system. The insurance database. The enterprise backend holding decades of behavioral data that was never meant to leave the building. Ellison doesn’t run the flashiest AI lab on earth. He runs Oracle. The company sitting on more private data infrastructure than almost anyone. He’s not making a prediction. He’s describing a transfer of access that’s already underway. The companies that own the next decade of AI won’t have the best models. They’ll have the keys to the most private rooms. Privacy was never a right. It was a technical limitation. The data always existed. It was just too expensive to reach. AI made it worth reaching. The models already consumed everything you shared. Now they need everything you didn’t.

Dustin

17,896 просмотров • 15 дней назад

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

48,334 просмотров • 1 месяц назад

Bob McGrew (Head of Research OpenAI) explains why proprietary data no longer provides companies with a competitive advantage in the AI era. Finance companies once believed their years of accumulated data would give them an edge. They planned to train specialized models on top of GPT or Llama using their exclusive information. The results shocked them. Their industry-specific models performed worse than the next generation of general purpose models. The ability to synthesize new information proved more valuable than memorizing old data. McGrew introduces the concept of "embodied labor" - the human work behind data collection. Companies spent years having employees call customers, analyze case studies, and gather information through manual processes. This accumulated knowledge required massive time and money to build. It represented thousands of hours of human effort that companies thought couldn't be replicated by competitors. But AI changes everything. Instead of years of customer calls, AI can conduct comprehensive surveys instantly. Rather than manual case analysis, AI processes thousands of examples in hours. The core insight is that value wasn't in the data itself but in the labor required to collect it. Since AI makes that labor essentially free, the advantage disappears. Companies can no longer rely on their proprietary data as a protective moat. Any competitor can use AI to replicate years of data gathering almost instantly.

Aish

240,611 просмотров • 11 месяцев назад