If those traces accumulate inside a vendor's memory, agent state and workflow, the firm may retain legal ownership of its data while losing operational ownership of its expertise. To be clear, @OpenAI and @AnthropicAI say enterprise customer data is not used to train their models. The immediate danger is not a heist. It is a quieter form of absorption: your institutional memory becomes most useful inside a system whose interface, memory and data portability you do not control. And despite the reassurances on the prompts, the related meta-data, tool use, and interactions with the software are still likely to become an integral part of both labs’ training.

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The dot-com bust happened because companies could pull the plug. Nobody can afford to this time... the race for intelligence doesnt allow it. Latest Journeyman is solo, on why this ends up a super cycle, not a repeat. As ever, please enjoy!

Most of the infra, tech, and laws humanity designed before 2026 were built for humans. That era is ending, and it will be disruptive for every human being on Earth, faster than even the most optimist scientist ever dreamed. A new species is conquering our communications and the network, it’s artificial. We’ll have cyborg-based AGI very soon. Expect a super fast discovery rate, a new world you could only watch in movies and you thought it’s a thousand years ahead. No it will happen in this century. It’s time to redesign everything, if you are slow you lost. Strike that… nothing is, or will ever be, the same again. Things that once took decades will take a couple of years at most. We need to scale. Intelligence is rapidly moving to the next stable layer on the Kardashev civilization scale.

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