Saad Ullah
● Oracle founder Larry Ellison is making waves with his take on where AI is headed next. According to a recent tweet from Daniel, Ellison thinks the real winners won't be whoever builds the biggest model—they'll be the companies sitting on exclusive data that nobody else can touch.
● "AI models perform at their best when trained on privately owned data—not just the public web data used by GPT, Grok, Llama, and others," Ellison said. It's a direct shot at the idea that scraping the internet is enough to stay competitive long-term. Instead of chasing scale, Ellison's pushing a different playbook: own your data, own your future.
● The Proposal & Risks part gets interesting when you consider what's happening with tax policy. Governments are looking at new frameworks targeting AI companies—think taxes on high-compute infrastructure, data operations, and even the stock-heavy pay packages AI engineers get. Supporters say it's about fairness and oversight, but critics worry it could backfire. Smaller AI firms might struggle with compliance costs, and if taxes on tech talent get too steep, top engineers could just pack up and move to friendlier countries. That kind of uncertainty makes it harder to predict which companies will actually scale successfully.
● Still, Ellison's not backing down. "That's why companies like $HIMS, $DUOL, $LMND are set to win," he noted. Each of these runs platforms that generate unique, high-quality data competitors can't copy. Ellison put it simply: "Proprietary data is the real competitive edge." As one observer put it—"ChatGPT can't match that."
Saad Ullah
