Garry Tan: YC has backed over a dozen data and RL environment startups doing $10M+/yr

garrytan · x · 2026-09-23

On YC's Lightcone podcast, Garry Tan revealed that over the past two years YC has funded more than a dozen data and RL environment startups selling to AI labs, with many doing over $10M a year in revenue — and some exceeding $100M annually.

The remark underscores that selling data and RL environments to frontier labs has become one of the most reliably revenue-generating niches in the AI ecosystem.

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