Deedy(@deedydas):I’ve had 3 diff people tell me they are 100% sure this “fastest to $1B annualized revenue” is 3 diff companies. Very likely more than 1 data co has recently hit that mark, many of which are on Pavlov’s List. Many more will get there in the next 6mos. Total data spend is >$15B.

Deedy

@deedydas

Partner at @MenloVentures. Investor: Anthropic, OpenRouter, Modal, Wispr, Pangram, Greptile, Inception, Goodfire. prior: Glean, Google Search. Cornell CS.

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Deedy@deedydas

2026.10.08 07:18

I’ve had 3 diff people tell me they are 100% sure this “fastest to $1B annualized revenue” is 3 diff companies. Very likely more than 1 data co has recently hit that mark, many of which are on Pavlov’s List. Many more will get there in the next 6mos. Total data spend is >$15B.