Unless regulated, there is no incentive for the giants to fund anything.

That already exists, it's called Common Crawl[1], and it's a huge reason why none of this happened prior to LLMs coming on the scene, back when people were crawling data for specialized search engines or academic research purposes.

The problem is that AI companies have decided that they want instant access to all data on Earth the moment that it becomes available somewhere, and have the infrastructure behind them to actually try and make that happen. So they're ignoring signals like robots.txt or even checking whether the data is actually useful to them (they're not getting anything helpful out of recrawling the same search results pagination in every possible permutation, but that won't stop them from trying, and knocking everyone's web servers offline in the process) like even the most aggressive search engine crawlers did, and are just bombarding every single publicly reachable server with requests on the off chance that some new data fragment becomes available and they can ingest it first.

This is also, coincidentally, why Anubis is working so well. Anubis kind of sucks, and in a sane world where these companies had real engineers working on the problem, they could bypass it on every website in just a few hours by precomputing tokens.[2] But...they're not. Anubis is actually working quite well at protecting the sites it's deployed on despite its relative simplicity.

It really does seem to indicate that LLM companies want to just throw endless hardware at literally any problem they encounter and brute force their way past it. They really aren't dedicating real engineering resources towards any of this stuff, because if they were, they'd be coming up with way better solutions. (Another classic example is Claude Code apparently using React to render a terminal interface. That's like using the space shuttle for a grocery run: utterly unnecessary, and completely solvable.) That's why DeepSeek was treated like an existential threat when it first dropped: they actually got some engineers working on these problems, and made serious headway with very little capital expenditure compared to the big firms. Of course they started freaking out, their whole business model is based on the idea that burning comical amounts of money on hardware is the only way we can actually make this stuff work!

The whole business model backing LLMs right now seems to be "if we burn insane amounts of money now, we can replace all labor everywhere with robots in like a decade", but if it turns out that either of those things aren't true (either the tech can be improved without burning hundreds of billions of dollars, or the tech ends up being unable to replace the vast majority of workers) all of this is going to fall apart.

Their approach to crawling is just a microcosm of the whole industry right now.

[1]: https://en.wikipedia.org/wiki/Common_Crawl

[2]: https://fxgn.dev/blog/anubis/ and related HN discussion https://news.ycombinator.com/item?id=45787775