RL Environment Firms Hit Nine-Figure Run Rates in Under a Year, and Frontier Models Leave Few Verifiable Gaps
joecole · x · 2026-10-10
Investor Mascobot notes that surprise over data and RL-environment companies reaching high eight-figure to mid nine-figure run rates within a year shows how late many investors are and how little they understand models, training and data.
marktenenholtz responds: try building an RL task with a verifiable target that frontier models (Astra, Fable, etc.) actually struggle on—he bets you can't, which is exactly why these companies are valuable.
Related event: RL Environment Firms Hit Nine-Figure Revenue in Under a Year(2 posts)→
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