At the sake of sounding repetitive, while it wasn’t clear at the outset, it’s pretty clear now. This is a race to own data that is valuable in fine tuning and RLHF. You should expect foundational models to be largely commoditized and largely free, largely soon. Non obvious data sets of huge value in this end-state: 1) Tesla’s real world environment data 2) Meta’s real people preference and behavioral data 3) Google’s search intent, YT behavior and Gmail 4) Amazon’s purchasing behavior Question is which companies are founder-led enough to beat back the lawyers so they can actually take advantage of it.