A small group of companies is currently generating enormous, non-recurring revenue by selling training data, expert judgment, simulated environments, evaluations, and physical capture to frontier AI labs. Some are closing tens of millions in purchase orders per month with teams of fewer than a dozen people. The cash is real. The contracts are not forever.

What is actually being sold falls into six categories: hours of labeling (already dying), high-end expert judgment, simulated worlds for agents to practice in, benchmarks and red-teaming (the referees), physical sensor data from real workers, and licensed rights to existing corpora. Almost everything arrives as a one-time purchase order against a deliverable. Nothing renews by default.