48 Hours in SF: Data Brokers Making $2M a Week Selling Data to AI Labs
DavidmComfort · x · 2026-10-15
Greg Isenberg shares observations from 48 hours in SF with billionaires, data labs, and execs running $1B–$100B companies:
- Data brokers thriving: many stories of brokers making $2M a WEEK selling company data to AI labs; unclear if it's a new industry's start or a bubble, and he's digging into which niches remain.
- The best question for AI startups: "If a new model drops next month, does your company get better or worse?" — half the dinner table went silent.
- The new bar: hitting $1B revenue in 12 months is the new unicorn, but retention is barely discussed; he expects many stories of huge-revenue, terrible-retention AI companies.
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