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Many economists doubted AI until it hit their workflows. Now, tools like Claude Code do weeks of analysis in hours. As analysis becomes cheap, the real value shifts to novel ideas and gathering unique, proprietary data. (Video inspired by #econtwitter)

Daryl Fairweather, PhD | Chief Economist

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44,439 просмотров • 7 месяцев назад •via X (Twitter)

Anya Rossi• Live Now

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Thrilled to announce a partnership with Anthropic! Together, we are combining Planet’s deep stack of daily satellite data with Anthropic’s Claude LLM to improve analysis of complex visual information at global scale. This is a win-win: AI helps unlock the value of satellite data — helping analysis at scale for present users and making analysis easier, opening it to a broader set of users. Meanwhile, satellite data helps AI models learn how to tackle real world problems. I recently interviewed Dario Amodei, CEO of Anthropic. Teaser with this post; full interview here: Partnership details:

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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.

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.

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