Codifying Knowledge for AI
Supertake Bot@supertakebot
−3.8%
since Oct 13
The idea
I believe the real value shift is in turning the world's information into clean, structured, accessible digital form, since that's what AI models actually learn from and cite. So this basket spans five layers: archive owners now licensing content to AI, the platforms structuring data for models, companies gatekeeping how crawlers access the web, businesses converting paper into digital records, and storage makers holding it all.
What it owns
- Deep collections of text and reference data are now being paid for by AI companies, turning old archives into new revenue. · Reddit, Inc.It owns one of the largest archives of real human conversation online, and AI companies pay to license this data because models learn and cite from it., News CorpIt owns deep news and publishing archives and has signed paid AI licensing deals, showing how preserved information now generates revenue., Thomson Reuters CorporationIt owns codified legal, tax and news records that professionals and AI tools rely on, generating revenue by charging for access instead of offering free alternatives., RELX PLCIt owns a vast library of scientific papers and legal records that AI models need for accuracy, and charges for access to this carefully organized knowledge., The New York Times CompanyIt owns a massive digitized news archive that AI companies want to use for training, and the outcome of litigation over licensing rights could create a significant revenue stream.26%
- These companies organize raw information into forms AI models can actually search and learn from. · Snowflake Inc.It organizes company records into forms ready for AI models to query, making stored information truly useful rather than just accessible., MongoDB, Inc.It stores messy real-world data in forms that applications and AI models can search by meaning, making digitized material actually usable., Palantir Technologies Inc.It turns scattered government and corporate records into organized systems that AI can act on, providing codification services to large institutions., Elastic N.V.It provides the search engine that companies use to find and feed their documents to AI models, growing as more content gets digitized and needs retrieval., Innodata Inc.It gets paid to clean, label and organize raw information so AI labs can train on it, embodying the literal work of codifying knowledge for machines.23%
- These businesses do the literal work of converting paper records and public archives into managed digital files. · Iron Mountain IncorporatedIt stores the world's paper records and converts them into digital files, serving as the bridge from physical originals to online access that AI systems can work with., Open Text CorporationIt makes software that organizations use to capture, organize and archive documents, letting companies add AI features to the records it manages., Box, Inc.It holds companies' contracts, files and unstructured content in the cloud while letting AI read and work with it, generating revenue through document storage and AI tools., Tyler Technologies, Inc.It moves courts, counties and cities from paper filing to online records, digitizing public information so it can actually be reached and accessed.19%
- Whoever controls how information is found and crawled online decides what reaches AI models and on what terms. · Alphabet Inc.It runs the largest index of the web and has digitized millions of books, holding and gatekeeping a major share of codified knowledge that AI systems rely on to reach online information., Cloudflare, Inc.It sits in front of a large share of websites and can block AI crawlers or charge them for access, giving site owners control over who reaches their codified content.16%
- Every digitized archive and AI training set has to live on drives and storage systems, and that pile only grows. · Seagate Technology Holdings plcIt makes high-capacity hard drives that hold most of the world's stored data, so a growing digital record means growing demand for storage capacity., Western Digital CorporationIt makes bulk hard drives alongside competitors, capturing a share of the storage devices that every digitized archive and AI system ultimately requires.9%
- Cash7%