· 个股论点

Reddit数据授权收入占比极小,非核心因素

涉及标的:

中文翻译

我特意指出,向 OpenAI 或 Gemini 等大语言模型(LLM)进行数据授权仅占 $RDDT 收入的极小部分。如果我是大语言模型公司,我也不会想使用 subreddit 数据进行训练。因此,这在未来并非关键因素,若有新协议,该板块收入反而可能增加。

英文原文

I made sure to point out data licensing to LLMs like OpenAi or Gemini is an extremely tiny portion of $RDDT revenue. If I were an LLM company I would not want to be training on subreddit data anyway. So non-factor going forward, if anything new deals would probably increase that segment.

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