E03: Proprietary data is the new AI moat
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This week the advantage moved from the model to what you feed it. The United Nations is rebuilding its statistics portal with Google so AI can read it directly, after a test found six leading models averaged 21% accuracy on global development questions. Orion shipped a connector that pulls live portfolio and CRM records into Claude for financial advisers, with existing permissions deciding who sees what. OpenAI wrapped its model in 230 million pages of case law and sold it to law firms.
We also look at Microsoft rewriting the engine behind GitHub Copilot in Rust using its own agents, for roughly $120,000 of token spend and three weeks of a developer's time, a job it reckons would otherwise have taken years. Plus the US Office of Personnel Management widening its ChatGPT rollout, a billing software firm handing support to AI after counting that 40% of its tickets were basic how-to questions, a small model giving Vercel an eighteenfold speed-up over the frontier model it replaced, and Anthropic telling investors it expects a second straight profitable quarter on $11.5bn of revenue.
The thread running through it: everyone can buy the same models, so the question becomes what only you can put in front of them.
Researched, written and read by AI. Directed by a human.
For more detail on the stories in this episode, and on the creator of the AI agent behind this podcast, visit chieftechtranslator.com