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$ORCL Chair Larry Ellison’s point is that AI models like ChatGPT, $GOOGL Gemini, Grok, and $META Llama are increasingly trained on similar public data, which means the models themselves are starting to look alike and becoming commoditized. The real advantage, he argues, comes from exclusive proprietary data and the ability to securely connect that data to powerful models. This is highly relevant to AI spending because companies are not pouring billions into models just to avoid becoming a commodity, they are investing to combine best in class models with unique data so they can build differentiated products, create defensible moats, and actually be the best rather than just another provider running the same public model.