### @AI-data-chain — Estimate — independent research, verified vs filings
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.
- tier: Estimate (~)
- source: AI-data-chain / A sector that is mostly one company
- receipt: https://ticker.thevixguy.com/p/p-day-20260717-ai-data-chain-src-ai-data-thin-surface-rotation
- posted: 2026-07-17T18:52:22.932Z