Stellar breakdown of Mercor's postion in the post-training ecosystem. The bull vs bear framing is spot-on becuase I've been wrestling with this exact question about whether human-in-the-loop stays relevant once models get smarter. From what I've seen working with small AI teams, that 35% take rate seems sustainable only if they keep adding value beyond just matchmaking. Honestly dunno if they can maintain it long-term.
Pure gold. This is best deep dive I've seen into Mercor. Really enjoyed the mix of product, tech, and financial analysis.
I've met with a few employees here, and the sheer talent + hustle Mercor attracts is no joke.
Dropped a follow!
Insanely solid read
surprised turing is not mentioned here ?
Stellar breakdown of Mercor's postion in the post-training ecosystem. The bull vs bear framing is spot-on becuase I've been wrestling with this exact question about whether human-in-the-loop stays relevant once models get smarter. From what I've seen working with small AI teams, that 35% take rate seems sustainable only if they keep adding value beyond just matchmaking. Honestly dunno if they can maintain it long-term.
yea, need to understand where the next bottleneck might be...