Data labeling firm sees Fortune 1000 revenue shift and evals as core enterprise IP
Scobleizer · x · 2026-09-28
Key takeaways from a conversation with a major data labeling business:
- They expect most of their revenue to come from Fortune 1000 enterprises rather than a few labs within years
- Owning your own intelligence won't necessarily mean using open source models
- A company's evals will become its main proprietary IP, since properly built internal eval environments significantly boost agent performance
- Most enterprises haven't graduated to coding agents, largely because they lack the eval infrastructure to make non-engineering agents performant
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