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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...

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167,043 views • 6 months ago •via X (Twitter)

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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.
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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.

Vivek Sen

3,302,502 views • 1 month ago

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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.

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18,851 views • 1 month ago

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69,876 views • 9 months ago

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The founder of Oracle got on stage and said something that made half the AI industry wince: "it no longer matters which model you use, Claude or ChatGPT. the models have become an interchangeable commodity, and all the value has shifted somewhere else." Larry Ellison knows what he's talking about. he took Oracle from $1,200 in his pocket to becoming the second richest man on the planet, and he's now building the world's largest AI cluster for OpenAI. every model trains on the same open internet data, so they quickly become identical. the edge doesn't come from the model, it comes from the closed data nobody else has but you. in 50 minutes he shows why models become interchangeable, why the only moat is private data, how Oracle built a 1.2 billion watt cluster for OpenAI, and why AI robots will operate more precisely than surgeons. while some argue over whose chatbot is smarter, others are quietly building defensive walls out of their private data. bookmark it and watch ↓

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48,416 views • 1 month ago

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