The author recommends buying $RDDT (Reddit) for pretraining/posttraining data due to realistic, hard user queries, plus $NOW for research and integrations and $CRM for its chat interface, while advising to short $INOD. They frame these picks around a broader thesis that "the next big theme will be data," emphasizing data's strategic value.
$RDDT — author names Reddit (RDDT) as the "best overall postraining and pretraining data source," arguing Reddit posts simulate real user queries because people ask questions LLMs can't solve.
companies i would buy:
$RDDT - best overall postraining and pretraining data source. reddit posts are good for simulating user queries, since ppl tend to ask questions LLMs can't solve.
$NOW - good research+integrations
$CRM - best chat interface
companies i would short:
$INOD
bubble boi (@bubbleboi)
The next big theme will be data.
— https://nitter.net/bubbleboi/status/2069122599985307751#m