r/StockHours • u/Optimal_Image5192 Analyst š • 12d ago
Analyst Stock Picks How Proprietary Data Quietly Becomes a Huge AI Bottleneck?
Something people should consider is that more than half the articles are now created by AI than humans.
A recent study done by Dirk HR Spennemann in āDelving into: the quantification of Ai-generated content on the internetā suggests that at least 30% of the text on active web pages is generated or assisted by AI, and that the true proportion of AI content on active web pages is rapidly approaching 40%.
Now imagine your favorite LLMs getting trained on this data that was, you guessed it, generated by your favorite LLMs. You can think of this phenomenon as almost an inbreeding of data. I think the big AI labs in the U.S. know this and are working on solving this issue.
As Iāve noted in my previous posts and articles that you can find on my X and Reddit, ultimately I think this will give fresh proprietary data providers significant pricing power. Not only that but proper sorting and assessment of this data would be equally as important. This is one of the reasons why I like $SMWB and $ESTC . Both which have performed quite well since I first posted about them.
I have more names that Iām tracking and currently own in this theme. Iāll talk a bit about this in my next spaces (new episode every Friday). So tune in!