What would a company like Google want with data from a failed airline? Google won a bankruptcy auction this month with a bid to spend $10 million on the corporate data of Spirit Airlines, which stopped flying in May. Google’s offer beat a $7.5 million bid for the data from an AI data company, Mercor.
The cache includes 100 million emails and 500 million Microsoft Teams messages, and around 30 million lines of code. AI companies have been battling it out this year to make the best AI coding agent—and they have benefited from an abundance of publicly available code to train these models. But teaching agents to do other kinds of white-collar work may require data that is largely private, buried in corporate emails and chats.
If that effort succeeds, it could send ripples across the labor market. Anthropic alone has discussed spending more than $1 billion in a year on so-called reinforcement learning (RL) environments, which are essentially simulations of commonly used software, where AI agents can take strings of actions independently. If these actions lead to a desired outcome, the AI is rewarded and will be more likely to take similar actions in the future.
Until now, the biggest jumps from this type of training have come from coding models, mostly because code has a useful property: it either works or it doesn’t, meaning that the reward signal is immediate, so improvement can happen in a fast loop. (It’s also helpful that there was plenty of coding data already out there on the internet, meaning models were good coders to begin with.) But AI companies’ long-term goal is to automate large swathes of the economy. That’s where Spirit’s data likely comes in. RL environments are only as good as the data that populates them, says Heiner of Surge AI.
Companies like Surge and Mercor often hire human workers who are tasked with populating these environments with realistic data, either from scratch or in partnership with AI tools. Even data depicting bad decisions can be helpful, Heiner says. Human experts can still provide that feedback—a service that companies like Mercor and Surge offer to AI companies—but that work is relatively expensive, time-consuming, and subjective.
It’s therefore unclear that even populating RL environments with real-world data like Spirit’s will allow AI companies to move into white-collar fields as quickly as they have ripped through the software industry. A Google spokesperson declined to comment on the specifics of how Spirit’s data would be used, but said the data “can be helpful in improving our products and AI models.” The spokesperson added that personal information would be “rigorously scrubbed” by a third party before the dataset’s delivery to Google, and would include no customer data. After Google submitted its bid, a union of flight attendants filed an objection, saying that although the deal’s terms would result in personal data being removed, the dataset would maintain “referential integrity,” meaning that links between one type of data and another would be kept.
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