I map a publicly-investable pure-play supplier surface that's razor thin: remove incumbents hoarding data and the only US-listed sells-into-the-boom name of size is Innodata; the social-media corpus owner's licensing is ~5-6% of revenue, the rest advertising; the expert-evaluation middle — Scale, Surge, Mercor — stays private. The more telling finding: the highest-quality names win by refusing to supply, restricting training use, monetizing via live permissioned access, and building their own AI. By their disclosures they're deployers, not suppliers.
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