I don’t think that’s correct, the data is not that special either, and getting a similar dataset is significantly easier than getting the compute capacity to use it, even if they are both relatively hard.

Probably this also is too cynical and simplistic, but: really what’s special is the ability to get this kind of capital, with the freedom to burn it on mad moonshots, with long enough leeway to actually get to see a few of the moonshots come true.

No wonder that the head of YC made this happen, this is exactly what they are world-leading at.