“Three years ago, this was a billion-dollar market. It's now a $10 billion market. Three years from now, I don't see how it's not a $100 billion market.”
Latent Space · AI Builders · November 2026
Context
Bhaiwala is sizing the market for expert-made AI training data and evaluations, the business Handshake sells to frontier labs. It opens the episode and comes back in the closing segment.
Transcript
And so three years ago, this was a billion-dollar market. It's now a $10 billion market. Three years from now, I don't see how it's not a $100 billion market.
AI is not going to cure cancer before it can interpret these very basic types of images. If it's 95% right, it's 100% wrong. Because it takes just as much time, if not more time, to fix a flawed output as it is to just build from scratch or use a template.
So you can see the agent did send both the financial summary memo from the CFO. It also sent the salary review. This agent actually went through with it and cleared any record of the actions that it had to take. All right, we're here in a studio with Handshake AI with a bunch of your team that is…
Yeah. I mean, there's a bunch of different dimensions that this industry has evolved in. If you rewind, certainly there was true data labeling, which is drawing, I think the image people have in their head is like drawing boxes around cars or sentiment categorization of a social media post or…
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