Data sales is one of the most important areas in AI today. It matters both for improved model performance, realizing true AI world models and especially for deeptech startups that now have a new monetization path. However, the best way to build companies and durable revenue streams around data sales in deeptech areas is largely unsolved outside of Mercor and Scale. We @CompoundVC have a very clear thesis for what platform <> data sales alignment looks like in biotech. Namely that companies shouldn't go significantly off their core path to sell data to frontier labs. We also believe that only biologically complex and general platforms make sense as data providers in the long term. This thesis is only one part of the puzzle. There's a whole world of materials, energy, health, and robotics that are still figuring out durable sales too that we want to discuss in depth. At this Compound Research Day on Data Factories we will have several deeptech companies (including in bio!) showcase their data generation platforms, specifically focusing on data novelty and scale for model training. Operators at frontier and neolabs will also be in attendance and speak. Join us to discuss one of the most consequential areas in AI! (We're still building out the speaker list so let us know if you'd like to present.)

small molecule synthesis is stuck decades behind other modalities @satomic_ai is making it more engineerable to enable abundance and eventually abstraction. despite small molecule engineering difficulties, they still are 50% of drug approvals and could be more when Satomic increases the scale and speed of synthesis.