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Joined April 2022
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cryptoChiz ⫷🔆⫸ retweeted
I went through every data vendor that launched in the last 3 weeks. Almost all of them are lying about their revenue, their lab partnerships, and their backgrounds.
(skip to 1:04 if you want to skip context)
Too many founders and VCs have been fooled by these people. Stop believing everything you hear. Data is much harder than most people think.
my unfiltered thoughts on the data industry right now:
there are too many brokers in the data space. in the last 4 months this industry has become the new equivalent to dropshipping.
i have no issue with that. but if your entire moat is spam calling smb owners all day and begging them to license their data for a micro1 referral fee, you are not going to make it, and you are not the next mercor. most of you are not building anything at all.
to everyone reading this, and the hundreds of other posts on your timeline from 18 year old sf kids claiming $200m run rates please ignore them. these are the modern day elizabeth holmes’.
they're taking one day of contracted (not paid) revenue and multiplying it by 365. the worst i've seen is someone who made $100k off a micro1 referral fee in 6 hours and claimed they're at a $73m run rate (12 (daily working hours) / 6 x $100k x 365).
this is literal fraud, especially if you raise money off of this claim. you see this in a lot of yc companies in recent batches.
the only businesses i see surviving this are the giants that already exist (mercor, micro1, surge ai, turing) and the non consensus bets: consumer data collection apps like kled, robotics data collection companies like build ai and meckaai, etc.
tldr: don’t believe everything you read, and just brokering company data is not a venture scale business and should not be claimed as such.
cryptoChiz ⫷🔆⫸ retweeted
my unfiltered thoughts on the data industry right now:
there are too many brokers in the data space. in the last 4 months this industry has become the new equivalent to dropshipping.
i have no issue with that. but if your entire moat is spam calling smb owners all day and begging them to license their data for a micro1 referral fee, you are not going to make it, and you are not the next mercor. most of you are not building anything at all.
to everyone reading this, and the hundreds of other posts on your timeline from 18 year old sf kids claiming $200m run rates please ignore them. these are the modern day elizabeth holmes’.
they're taking one day of contracted (not paid) revenue and multiplying it by 365. the worst i've seen is someone who made $100k off a micro1 referral fee in 6 hours and claimed they're at a $73m run rate (12 (daily working hours) / 6 x $100k x 365).
this is literal fraud, especially if you raise money off of this claim. you see this in a lot of yc companies in recent batches.
the only businesses i see surviving this are the giants that already exist (mercor, micro1, surge ai, turing) and the non consensus bets: consumer data collection apps like kled, robotics data collection companies like build ai and meckaai, etc.
tldr: don’t believe everything you read, and just brokering company data is not a venture scale business and should not be claimed as such.
cryptoChiz ⫷🔆⫸ retweeted
kled now works with almost every frontier lab.
we now exclusively sell consumer data, directly from our opt in consumer data collection app.
we stripped everything else off the marketplace today: kled.ai/datasets.
cryptoChiz ⫷🔆⫸ retweeted
Over the weekend, Kled received a complex multichannel Korean audio task from one of the frontier labs. Within 48 hours, it was live in the Kled app.
We are now sourcing thousands of Korean speakers to produce millions of hours of multichannel audio.
The spec calls for per-speaker isolated channels, speaker attribution, persistent speaker IDs across recordings, a five-hour capture limit per speaker, 16 kHz+ audio, and documented consent for AI training use.
Available today on iOS: apps.apple.com/us/app/kled/i…
cryptoChiz ⫷🔆⫸ retweeted
A friend of mine is making $10M / month right now going to restaurants, hotels & construction companies in New York and brokering their data to AI labs.
Was a generational opportunity to start a company like this during late August - start of October. Seems like this inefficiency is about to be aggressively corrected by companies like Kled.
the kled marketplace is now live: kled.ai/datasets
labs can request and browse datasets from the kled contributor network and a curated network of enterprise partners.
cryptoChiz ⫷🔆⫸ retweeted
the kled marketplace is now live: kled.ai/datasets
labs can request and browse datasets from the kled contributor network and a curated network of enterprise partners.
cryptoChiz ⫷🔆⫸ retweeted
The constraint on AI isn't compute. It's high-signal data that hasn't already been scraped.
Phase 1: the data application layer. 600,000+ contributors and counting.
Phase 2: our own models, trained on our data alone, tested against closed SOTA on complex human tasks. That's where we are now. The data moat is real. The benchmarks show it.
We're hiring Research Scientists to scale the training runs, evals, and model architectures.
Apply here: jobs.ashbyhq.com/kled-ai/6e9…
Introducing Kled Labs.
Every major AI model learned from the internet. We're betting on people instead.
One goal: train our own models to beat closed models at important human tasks, using our data alone.
All data is sourced from our data application layer and our network of 600,000+ contributors.
We're hiring: jobs.ashbyhq.com/kled-ai/6e9…
cryptoChiz ⫷🔆⫸ retweeted
One of our analysts actually gave a buy call on ethereum:0x44ff8620b8ca30902395a7bd3f2407e1a091bf73 when it was around 7 cents. At that time none of us expected it to be such a runner. But looking at $KLED now it has similar characteristics— after adding robotics lab to the mix. It won’t be long before Kled might be trading in the billions. All good projects have to start somewhere.
cryptoChiz ⫷🔆⫸ retweeted
Introducing Kled Labs.
Every major AI model learned from the internet. We're betting on people instead.
One goal: train our own models to beat closed models at important human tasks, using our data alone.
All data is sourced from our data application layer and our network of 600,000+ contributors.
We're hiring: jobs.ashbyhq.com/kled-ai/6e9…
cryptoChiz ⫷🔆⫸ retweeted
Kled AI is extremely overlooked: AI data collection platform on the DATA Network reporting 1.5B+ uploads, 5M+ per day and millions in revenue.
@useKled pays people for photos, videos and targeted tasks, supplying AI labs with real-world training data, including household footage for physical AI.
cryptoChiz ⫷🔆⫸ retweeted
head of PRODUCT and RESEARCH AT @Grayscale is telling you to BUY solana:1zJX5gRnjLgmTpq5sVwkq69mNDQkCemqoasyjaPW6jm
cryptoChiz ⫷🔆⫸ retweeted
How does $KLED win the data market?
.@avipat_ breaks down the strategy of building a large user base uploading data while AI labs continuously supply tasks
The focus is now on reopening conversations with labs and concentrating on a smaller group of high quality requests before scaling the network
“The only rush I have is get as many contracts in the app as possible, give users as many options as possible to get paid at a high level.”
SURPRISE GUEST🚨
Today on MCG
$KLED | @useKled w/@avipat_
Highlights include:
01:08 – Introduction
02:35 – Updates, New approach
04:31 – Kled's current state vs 8 months ago
05:07 – Fraud detection as a core moat
09:01 – Why competitors keep failing
10:44 – Thesis on human data vs scraped data
13:39 – Why Kled doesn't rush to raise pay
14:57 – Reopening lab conversations, concentrated focus
17:40 – Contract pricing, $300K to $100M range
20:10 – New Kled Studio feature announced
21:51 – Next steps, sales-focused sprint
22:33 – Profitable, no raise needed yet
24:34 – Token and tokenomics discussion
25:35 – Token as app-wide reward currency
28:34 – Token-gated tasks and global payouts
29:39 – Growth stats, nearing 600K users
32:01 - Roadmap Discussed(Next Steps)
35:45 - Closing Thoughts(Dom)
cryptoChiz ⫷🔆⫸ retweeted
This impromptu conversation with @avipat_ only reenforces why in so confident solana:1zJX5gRnjLgmTpq5sVwkq69mNDQkCemqoasyjaPW6jm is a unicorn in the making.
This kid has grit. Give this a listen, and you should understand why my conviction in Avi and co is so strong.
SURPRISE GUEST🚨
Today on MCG
$KLED | @useKled w/@avipat_
Highlights include:
01:08 – Introduction
02:35 – Updates, New approach
04:31 – Kled's current state vs 8 months ago
05:07 – Fraud detection as a core moat
09:01 – Why competitors keep failing
10:44 – Thesis on human data vs scraped data
13:39 – Why Kled doesn't rush to raise pay
14:57 – Reopening lab conversations, concentrated focus
17:40 – Contract pricing, $300K to $100M range
20:10 – New Kled Studio feature announced
21:51 – Next steps, sales-focused sprint
22:33 – Profitable, no raise needed yet
24:34 – Token and tokenomics discussion
25:35 – Token as app-wide reward currency
28:34 – Token-gated tasks and global payouts
29:39 – Growth stats, nearing 600K users
32:01 - Roadmap Discussed(Next Steps)
35:45 - Closing Thoughts(Dom)