supplierScore 45/100Research
Planet Labs' 30 terabytes/day Earth imaging data stream becoming critical training input for large earth models, creating supplier position for AI infrastructure companies
Will Marshall· Planet Labs· Space· 2026-05-19· about Planet Labs (PL)
“A quick course question is about 30 terabytes a day...The merger of LLMs and Earth imaging can enable a new kind of AI that has planetary understanding...for real world models, you need real world data.”
Why it matters
Planet is positioned as a critical data supplier to AI companies building physical world models. This data dependency creates strategic leverage and recurring revenue streams.
Investment implication
Planet Labs has defensible moat as primary Earth imaging data provider to OpenAI, Google, Anthropic, and others building large earth models. Companies licensing this data or building on it could see accelerating revenue.