Greg Tseng

🍕🍕🍕

[Harry Stebbings @HarryStebbings]

Data labelling is a fricking hard market and there are some core questions.

1. Why does no player want to be called a talent marketplace?
2. Is the proclaimed “revenue” real revenue or GMV?
3. What are the margins given the GMV structure of the business?
4. Are the players not concerned by the concentration of revenue with 2 customers being over 50% of revenue for every player in market?
5.If synthetic data continues to improve, WTF happens to their core business?

We do not pull punches in this discussion with @jonsid

Top 5 takeaways below 👇

Spotify 👉 https://t.co/muhWU9M1sx
Youtube 👉 https://t.co/MMuWb1v2f0
Apple Podcasts 👉 https://t.co/yaGAX7f5Vi

Timestamps:

00:00 Intro
00:51 Redefining “Talent Marketplaces” Today
03:46 Data, Compute, Algorithms: What is Most Abundant?
16:59 The Biggest Challenges Enterprises Have with AI Adoption
20:57 Why Will 99% of Knowledge Work Will be Gone in 10 Years
28:53 How Will Data-Driven Feedback Loops Replace Technology as the Moat
34:20 Is Revenue BS in Data Labelling? Are Players Calling GMV Revenue?
43:43 Are We in an AI Bubble?
52:22 Why is SaaS Dead in a World of AI?
01:00:32 Will the Phone be the Primary User Interface to an AI World?
01:07:46 Quick-Fire Round

[Greg Tseng @gregtseng]

The hidden force behind AI. @Turingcom is a powerhouse.

[Molly O’Shea @MollySOShea]

BREAKING: AI has eaten the Internet. Data labeling is so over. & $30 trillion of human work is on the verge of automation.

Inside The $2.2B AI Research Accelerator, Turing

Founder & CEO, Jonathan Siddharth (@jonsid), joins Sourcery to break down the severe power shift in AI training: from commodity data labeling → expert research

Positioning @turingcom apart from AI data providers like Scale AI, Mercor, & Surge.

(00:00) AI Ate The Internet
(00:49) Training Superintelligence: the race to AGI
(02:31) Viral tweet
(03:24) What Turing actually does
(04:43) The internet data is “used up” — where will new data come from?
(05:34) Four pillars of superintelligence: multimodality, reasoning, tool use, coding
(06:07) Automating $30T of global knowledge work
(09:18) The $1B revenue opportunity
(10:59) Why Turing is a research-first accelerator, not a data labeler
(13:45) Jonathan’s Stanford AI Lab roots & founding DNA
(17:57) How models are built: pre-training vs. post-training
(20:14) RLHF, reinforcement learning, & “breaking the models”
(25:19) GPT-5 and the myth of rapid takeoff
(30:46) Safety debates and human-in-the-loop systems
(34:53) Closing Enterprise Gap: finance, insurance, & pharma
(39:23) Why proprietary enterprise data is the next moat in AI

[Jonathan Siddharth @Jonsid]

There is a fundamental shift in the data needs to power ASI.

Simple data is over. It's now the era of complex, real world & diverse data generated by research accelerators.

Turing is proud to help America lead the race to ASI by partnering with all the top frontier
Al labs. 🇺🇸

[Molly O’Shea @MollySOShea]

Just got back from @RaiseSummit in Paris—where AI's top names like Groq, Cerebras, Eric Schmidt, Lovable, & Windsurf all took the stage

Yet one unexpected player stood out as the next breakout AGI leader..

Stats:
- $300M+ in Rev (profitable!)
- $225M in funding, $2.2B valuation
- Network of 4M+ engineers
- Customers: OpenAI, NVDA, Anthropic, Google, MSFT, Meta, Salesforce, Amazon

Any guesses?

[Jonathan Siddharth @Jonsid]

Excited to share that @turingcom has secured $111M in funding in a heavily oversubscribed round at a $2.2B valuation. We’re one of the fastest-growing AGI infrastructure companies in the world—and we’re profitable.

Thanks to @ingridlunden from @TechCrunch for covering our story.

https://t.co/P2BbDP6yAb

Thread below 🧵

[PlanB @100trillionUSD]

So it begins

[Jonathan Siddharth @Jonsid]

Turing in the wild at SFO! :)

It's been exciting to partner with the world's leading AI labs to teach LLMs to think, reason and code.

As the cost of intelligence-as-a-service comes down through progress in models, compute and data, we'll see unbelievable progress across all domains constrained by human intelligence.

@turingcom

[Greg Tseng @gregtseng]

@paulg I wonder if someone didn’t hold down the shift key and put 55 instead of 5% on the teleprompter so he read “55” and added “dollars”

[Crystal DBA @auto_dba]

Today, we are officially sharing CrystalDB's approach to future-proofing PostgreSQL so that it maintains its leadership in the age of AI.

We're giving developers and DBAs time back by using the same engineering principles behind self-driving cars.

https://t.co/DW2jt0kzZ2

[CryptoSlam! @cryptoslamio]

🚨 We're doubling-down!

Thrilled to announce we're merging with @Forkast_News to power the trusted benchmarks and independent, data-driven storytelling needed by the global digital economy.

https://t.co/LNSX8oFQfX

🧵👇

[Vincent Private Markets @DiscoverVincent]

Meet VALT, the first fully-managed investment product for individuals who want to expand their portfolios into alternatives.

With 1 investment, you'll get exposure to a curated basket of blue-chip #Art, #Crypto, #Collectibles, #RealEstate, #VC & #Debt

https://t.co/Lvrxd76URK

[Cyber @BuildOnCyber]

We're so thrilled to announce that we have raised a $15,000,000 Series A led by @animocabrands & @Sky9Capital.

It’s time to build meaningful connections for everyone on Web3. 🔥

[Ali Moiz @ali_moiz]

We ❤️ you @elonmusk, and would like to invest with you in Twitter. Many of us are Tesla shareholders or customers too.

10,000 Elon fans on @Stonks_dot_com would love an allocation. We're here at the Fremont and Austin gigafactories today hoping you'll let your fans in.

[GOLD HOUSE @GoldHouseCo]

We’re thrilled to launch our first $30MM venture capital fund, Gold House Ventures, to deliver market-first social impact in corner offices by investing in the next gen of leading Asian & Pacific Islander founders.

Learn more: https://t.co/SOyUWNg0yj

🧵

[Greg Tseng @gregtseng]

@magicmind is part of my daily morning routine. Highly recommended for focus, energy, and productivity. https://t.co/lDMZ23VqsJ

[Ali Moiz @ali_moiz]

Co-invest in unannounced deals with @Accel @foundersfund @MayfieldFund @generalcatalyst ? 👀

Read on 👇

[Highstreet @highstreetworld]

Special #Devlogs today to show how everything is coming together. Thank you to everyone who supported our IHO on #BinanceNFT. For those who missed it, you can still market-buy here https://t.co/S3JEi8w9cB can't wait to see everyone move into their #Metaverse Homes @ End of March

[Greg Tseng @gregtseng]

Excited to invest in MASTERS, the first app that lets you train with the world’s greatest athletes such as Shaun White, Kai Lenny, Bam Adebayo, A’ja Wilson. Blown away by the production quality and team! https://t.co/EIoldtPpEO

[Turing @turingcom]

Turing reaches unicorn status following $87M in Series D financing 🦄

Thank you to the software developers & businesses who have joined #Turing 🤝

Together we will create a #boundaryless remote-first world 🌐

Read @ingridlunden's feature in @TechCrunch https://t.co/XwP0plEKod

[Greg Tseng @gregtseng]

In 205 minutes…!

[Highstreet @highstreetworld]

We know you've all been waiting for this moment🐣
Highstreet (HIGH) will be listed on @binance and will open trading for HIGH/BTC, HIGH/BUSD, and HIGH/USDT trading pairs starting at 2021-12-17 07:00 (UTC) @cz_binance🥰

https://t.co/tL2qLafwZN

#Highstreet #Metaverse #MMORPG #VR