> Whoever's behind this has ungodly supplies of cheap bandwidth -- more than any AI company does. It's a cloud company.
Most of the major cloud companies are themselves also AI companies, so I don't think the “cloud companies are artificially driving up compute spend” hypothesis is mutually exclusive with the “AI companies are doing a very bad job at scraping” hypothesis.
Most of the major cloud companies are themselves also AI companies, so I don't think the “cloud companies are artificially driving up compute spend” hypothesis is mutually exclusive with the “AI companies are doing a very bad job at scraping” hypothesis.