American scientist Gary Marcus on Oracle founder Larry Ellison’s reference to the “data training problem” of AI models; says: I warned her 2 years ago that…

American scientist Gary Marcus doesn’t give Larry Ellison his moment. As the Oracle founder recently argued that AI models from OpenAI, GoogleMeta and xAI are all becoming commodities because they train on the same public internet data, Marcus pounced. His message that he is on “I warned these guys about this exact problem — no moat because everyone trains with the same data — two years ago,” the NYU professor emeritus wrote. He added that the industry’s refusal to listen to anyone outside its own bubble “is really going to cost them a huge amount of money.”

Larry Ellison believes the next AI goldmine lies in private data

Ellison’s argument came during Oracle’s second-quarter 2026 earnings conference call in December. The CTO put forward a simple thesis: every major language model is trained on the same scraped internet data, so in the end they all…