let me break down what’s actually happening in this market
two ways companies work in this space, some a mix of both: you either have the lab tell you what to work on and what they need or you tell the labs what you think they need
the former is more of a commodity but players that are large, at scale, and can react quickly usually win these deals and do well (kinda what eli mentioned here)
very few are doing the latter and it’s largely greenfield - data has many open ended research problems and a competent team can definitely find something that even the labs have not worked on. this approach is much harder (requires research + engineering talent that is better than or atleast on par with the labs), but is much more interesting / valuable long term
as you can tell Proximal is set up for the second approach, our goal is to be the very best in understanding where models need improvements in capabilities and what data will make them improve. this looks much more like a post training and evals team at a lab than a human data company, if this is exciting we are hiring
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