AI Is Running Out of Human Data. Here’s the Trade.

Reddit's unreplicable human-argument data is becoming a scarce, licensable asset as AI labs exhaust fresh training data.

• Data scarcity trade: Chris (moderate-to-growing position) argues Reddit is uniquely valuable as AI labs run out of fresh human data, since 5% of all Reddit content ever written was posted last quarter.
• Legal tailwind: A federal judge ruled ~10 days ago that an AI lab can't scrape data for free, reinforcing the case that labs must pay licensing fees for human-generated content like Reddit's.

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