What do LiDAR flyovers have to do with AI data labs?
Interesting discussion had on
@TBPN regarding what the future holds for the booming data market.
Data research labs / marketplaces are making fortunes selling training data and reinforcement learning environments to the frontier labs. OpenAI / Anthropic frequently shelling billions to assemble datasets of ultra-hard coding tasks, human expert feedback, and niche vertical IP to (post) train their models.
There's debate over how these companies will endure 5 years from now, whether there's going to be demand for human curated data or a ceiling to scaling RL. Presumably AGI would produce it's own synthetic data for training or update models weights in real time.
My bull case is that labs will continue to pay vendors for refreshed / net new specialized data because intelligence, like Earth is not static and there will always be more nuanced ways to interpret environments.
It was coincidence that hours of compiling aerial datasets of counties in Ohio gave me the perfect pre-AI comparable:
businesses are still flying planes collecting aerial and LiDAR imagery.
On Google Earth / Maps, at the bottom of the page you'll see a thin label, like "imagery 2026, Airbus, Maxar Technologies", showing the vendor that produced the data rendered along with the satellite or plane / flight that captured it. Local governments, private companies, and researchers are constantly feeling the aerial data bottlenecks, even 1 day old is stale in the real world. For example, the images covering the Palisades Fire lag months, the last publicly available flyover dataset was produced in October '25, and apple is still showing pre-fire.
As technology generally improves (new satellites or data production methods), you unlock a higher definition of data and the recipes change, producing better AI models, maps, products, intelligence.
There is unlimited demand to continually scale intelligence and these Data and RL Co.'s are best positioned to provide data to improve nuance / definition for their respective domains.
you don't see Google flying their own airplanes.