Mike Lisovetsky (@_Liso_) header
Mike Lisovetsky (@_Liso_) profile picture

Founder @ Miro, an ai data lab. Bootstrapped a business to 8 figs @ JUICE (acquired). Fintech partner @ https://nitter.gq/t.co/fk0Vwy0EaK. First (web hosting) co @ 14

Miami, FL
Joined May 2012
Photo by Mike Lisovetsky (@_Liso_)Photo by Mike Lisovetsky (@_Liso_)Photo by Mike Lisovetsky (@_Liso_)Photo by Mike Lisovetsky (@_Liso_)Photo by Mike Lisovetsky (@_Liso_)Photo by Mike Lisovetsky (@_Liso_)Photo by Mike Lisovetsky (@_Liso_)Photo by Mike Lisovetsky (@_Liso_)Photo by Mike Lisovetsky (@_Liso_)Photo by Mike Lisovetsky (@_Liso_)
Psychology is used to persuade you every day. Here are 13 cognitive biases that marketers use. (And how you can use them to influence others) -Thread-
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The data is just an abstraction for the insights underneath It's the best delivery mechanism
it’s so clear the data is the X factor to make post-trained models work
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Most data vendors pitching frontier labs have their deal killed before it even gets to eng/researchers. Size matters… but not as much as some other things. What labs actually care about:
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- Token count is a vanity metric. If signal density is zero, nobody cares about your billion tokens. - Cheap synthetic text is poison. Unverified synthetic data ruins reasoning trajectories, and researchers treat it like slop. - The real money is in verifiable environments. Compilers, CAD, games, deterministic setups where models test actions against ground truth. Don’t get fooled by the tourists flexing data deals on X…
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It took one @alexandr_wang tweet and all of the labs suddenly started buying video games to train on
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The coolest thing about the AI data space is it's kind of like having a crystal ball into what AI will EVEN better at in 3-6 months Right now that's: - Construction/Architecture/CAD - Generated 3D environments - Mechanical engineering - Enterprise workflows
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Unpopular opinion: all of the crypto bros are going to leave the data space in ~1 month. I’ve spoken to a lot of people who see the tweets, the hype etc but as soon as you ask them how many deals they’ve closed or how much they’ve been paid, it ends up being 0. 1 month will be roughly enough time for people to realize the “easy” part was a lie/marketing by a few very smart companies (h/t @micro1_ai)
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Even faster if @avipat_ has his way 😅🤣
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Data brokers showing off ARR are by definition schemers All of the revenue is one off. Multiplying it by anything is nonsense. The ones that sell to labs are taking a license and building a war chest of assets, but anyone claiming ARR is just disingenuous
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$30bn valuation for Instinct You can just do things 🤷🏼‍♂️
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I spent a week in the Bay Area to learn everything I could about the AI data industry. Here are the top 5 most shocking things I learned:
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>>>>>>> 1) It’s time to get back to work 😅💰🚀
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Instinct secondaries trading at $30bn was not on my October bingo card
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This is a new level of crypto mail fraud
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we used to buy company data to train AI models
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The easy money “skool” version of data brokering is going to die as quickly as it came AI labs have gotten really strict really fast… the money is flowing but be prepared for the grifters to be shaken out Much better for the space
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Artec is coming for the creator space 👁️
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When will AI fix SMS spam?
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There’s more than one 🤫
There’s an RL company I know doing $100M run rate with five people. They are finally raising one small round at a $500M+ valuation with very little dilution (I wrote a check) You’ve never heard of them.
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Imagine “making $75k per deal” but deciding to sell a course on it instead 🤔
Replying to @termsheetinator
We have everything you need to succeed with the offer. Join Data Broker, 60+ members who are running this Gold Rush Offer: skool.com/databroker
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Data brokering will be like any other industry where there’s fast money. The grifters will be quickly expelled because it’s really obvious if you have no idea what you’re doing. The engagement bait on X will fade. The people who do well by labs and sellers will make a fortune.
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