patrick
1.4K posts

patrick
@ConsumerRick
predicting @aaruHQ







On Mercor, Handshake, Surge AI, Turing, Micro1, etc. If you're considering making a career move I would not go work at any of these companies. These businesses are a race to the bottom. There is no structural defensibility in outsourced research/training data for a set of 5-10 very large customers. Once the frontier labs have to start caring about margins, one of two things will happen: they will drive vendor margins down until these businesses trade at 0.5–1x revenue, like every other staffing company (potentially worse because of the customer concentration risk), or they vertically integrate. All arguments about how these are important outsourced research companies that the labs really value are cope.


If you want to succeed with an early-stage startup, your best move might be far away from Silicon Valley, to a small city with an active startup community of its own.






Just a reminder, if anyone says they went to Georgia Tech for grad school, 99% of the time they did the online degree which basically lets in everyone

Every robotics company we work with has more data than they can use and less infrastructure than they need















