yoni rechtman

digitally native vertical boy | partner @slow

[yoni rechtman @yrechtman]

https://t.co/T8WidDRUx1

[yoni rechtman @yrechtman]

BTS at the @UpstartsMediaCo photo shoot

[yoni rechtman @yrechtman]

@anshulbhide Yeah that sounds right for Z

[yoni rechtman @yrechtman]

@ZReitano Absolute master class. So proud of you guys and excited for what’s to come

[yoni rechtman @yrechtman]

This is the single most dramatic re-acceleration I've ever seen. So excited that Z and Ro are finally sharing the story.

This team has been absolutely, exceptionally gritty in their execution around one of the most important health care innovations in history (GLP-1s)

[Z Reitano @ZReitano]

https://t.co/KSkuRhqTxn

[yoni rechtman @yrechtman]

@rexsalisbury can finally share this https://t.co/Gs0ozOmmxF

[Z Reitano @ZReitano]

https://t.co/KSkuRhqTxn

[yoni rechtman @yrechtman]

@rexsalisbury There’s a slow company that has re-accelerated like nothing I’ve ever seen before in my career. Basically never better on it happening

Can’t wait to share more about

[yoni rechtman @yrechtman]

@TheEthanDing My point was just that it was indicative of how they’re positioning the company. Obviously true that their revenue is mostly labs but clearly they want the forward story to be enterprise

[yoni rechtman @yrechtman]

@Tachnology11 Of course it’s all at the labs so far. But it’s telling nonetheless

[yoni rechtman @yrechtman]

@uninsightful Yes and yes. I just meant it’s the story they’re trying to tell which is ultimately a future indicator (if only aspirationally)

I’m sure the revenue chart today is the inverse

[yoni rechtman @yrechtman]

near instant validation for my prediction https://t.co/PnXkTH954l

[Brendan (can/do) @BrendanFoody]

We raised our $750 million Series D at a $20 billion valuation from @benchmark, @generalcatalyst, @nvidia, @salesforce, and @zoom.

@mercor scaled from $1M to $3B in run-rate revenue in 27 months, the fastest in history to $3B.

For 2 years, we've organized human intelligence to build evals and training data for every frontier lab.

The labs are the leading indicator for AI startups, then the Fortune 500.

Our growth has accelerated over the past 6 months as enterprises start evaluating and training their own models. For many, owning their intelligence is existential.

[yoni rechtman @yrechtman]

@danielrupawalla @ArcanumLabs_ So sick. Cant wait to hear more next week

[yoni rechtman @yrechtman]

@uninsightful Yes and yes. I just meant it’s the story they’re trying to tell which is ultimately a future indicator (if only aspirationally)

I’m sure the revenue chart today is the inverse

[yoni rechtman @yrechtman]

@thogge thank you!

[yoni rechtman @yrechtman]

@ryan__yao i mean the miss is that i'm not a mercor investor

[yoni rechtman @yrechtman]

@Akshat_Garg12 Absolutely. That’s basically what I spell out in my “deployco” case

[yoni rechtman @yrechtman]

Today’s data market is immature: no units, no prices, valued only at sale.

Value is in moving up the chain by transforming data and getting closer to customer value, not selling raw data.

The current regime won’t last, but the market will. More people will train more models forever.

Long term it splits: a synthetic Walmart of tokens and a scarce market for novelty.

Novelty never runs out, both because the diffusion timeline is incredibly long and because deploying AI creates new edge cases. The firm becomes a task factory.

As data gets priced, it enters the capital structure and data allocation becomes a core CEO decision.

[yoni rechtman @yrechtman]

https://t.co/T8WidDRUx1

[Martin Tobias (Pre-Seed VC) @MartinGTobias]

if your are thinking how the data to train LLMS or harnesses economy works, this is essential reading.

[yoni rechtman @yrechtman]

@Freeman_Lewin WAGMI

[yoni rechtman @yrechtman]

@RiaanKumar Think we’d have a lot of fun catching some time. I’ll be in SF next week :)

[yoni rechtman @yrechtman]

@archiemckenzie_ @pangram Had the same thought over the summer. Thank god I fixed it.

[yoni rechtman @yrechtman]

I’ve now corrected this gross oversight on my part 🤝 @max_spero_

[Garrett Lord @GarrettLord]

What does it take to push frontier models forward?

@latentspacepod's first deep dive with an AI data company. Our team walked through our own datasets, life sciences, finance and safety, step by step.

Worth your time if you care about progress and alignment of AI.

[yoni rechtman @yrechtman]

@businessbarista much longer than that