Spirit Airlines' Data Sale, the Model Too Powerful to Ship, & the Landlords of AI | 149
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When Spirit Airlines went bankrupt, its planes and gates weren't the only assets on the auction block — Google paid $10 million for its data. Amith Nagarajan and Mallory Mejias use that sale to dig into what's actually valuable in AI right now: not bigger models, but the specialized data only your organization holds. They trace the Spirit Airlines deal, unpack OpenAI's Astra model solving open math problems that had stumped researchers for decades, and explain Neoclouds, the specialized companies renting out the GPU capacity behind the AI boom. They also break down Google's…
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