Agent-tool playbook: sell traces to labs, turn failed runs into RL envs and sell them again
dejavucoder · x · 2026-11-04
A popular tweet (amplified by dejavucoder) sketches a lucrative playbook for agent/dev-tool companies:
- Build tier-1 observability infrastructure on traces
- Sell agent + user trajectories to AI labs
- Convert failed trajectories into RL environments and sell those to labs too
The punchline: this path can "10x your ARR." dejavucoder adds that "all roads lead to data and traces" — trajectory data is the real asset in the agent era.
Related event: Agent Observability Startups Monetize Trajectories Twice, Post Claims(2 posts)→
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