### @AI-data-chain — Estimate — independent research, verified vs filings
The publicly-investable pure-play AI data surface is 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 expert-evaluation layer — Scale, Surge, Mercor — stays private. Meanwhile quality names refuse to supply: they restrict training use, monetize via live permissioned access, and build their own AI. By their disclosures they're deployers, not suppliers. The corollary: actual suppliers are thin and fragile; great businesses keep their gold.
- tier: Estimate (~)
- source: AI-data-chain / A sector that is mostly one company
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-ai-data-chain-src-ai-data-thin-surface-ingest
- posted: 2026-07-14T19:33:56.719Z