There's a prisoner's dilemma element to selling data to the labs. If nobody in an industry sells, the models' waterline doesn't rise as fast in that domain, and everyone is fine. But the labs are dangling tons of money in front of businesses to sell their data, so each company in a domain has a huge incentive to defect. And if you're the only one to defect, the labs only have your data. Perhaps given the limited amount of data sold the waterline won't rise super fast, and you'll still be able to stay ahead of the models. But if everyone in an industry defects and sells their data to the labs to train the models on that specific domain, the waterline might rise pretty fast, and everyone will drown. My guess is that short-termism, mixed with this incentive to defect, will cause a lot of industries to sell their data away. I'm curious whether any industry manages to coordinate. FWIW, this take is a bit doomer. It assumes that models getting super good at your industry reduces the need for experts. But perhaps the models just make the experts better, and human + model stays ahead of the model alone. In that world, selling your data to the labs isn't really a prisoner's dilemma. Everyone makes money selling their data and ends up with a better model to help with their day-to-day. On the other hand, the common-sense take would be that selling away your unique data erodes your equity value. It'll be interesting to see these games play out. Curious what others think.