· 个股论点

Reddit AI 分成占比低,核心价值在于流行文化与人类互动数据。

涉及标的:

中文翻译

$RDDT 来自 AI 收入分成(AI revenue sharing)的收入为 3600 万美元,占总收入 7.26 亿美元。即使你认为其数据质量很差,Reddit 也不依赖授权协议。但我认为,从 Reddit 数据集进行 AI 训练的主要好处在于流行文化/实时事件以及学习人类相关的互动。

英文原文

$RDDT revenue from AI revenue sharing was $36M out of $726M. Even if you think their data quality was bad, Reddit is not dependent on licensing deals. But I’d argue most of the benefit from AI training off Reddit datasets is pop culture/live events and learning human related interactions.

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