> As an imaginary example, I wouldn't be shocked if some company like Jane Street is secretly investing a billion dollars to create the highly specialized synthetic RLVR data needed to train an AI that gives them an average .08% edge on a certain kind of commodity, equity or asset trade.

The crazy thing is ... it's not imaginary, nor is secret, it's literally a video on YouTube from five months ago - https://www.youtube.com/watch?v=8J-GUnfSqeE (though that facility is only showing of ~$200 million worth of compute).