The Headcount

Where There's Fire, There's Hiring

You can't annualize a headcount.

J. Scott HamiltonOctober 23, 20261 min read

Vivek Ramaswami and Sabrina Wu at Aspiring for Intelligence pointed out the companies feeding data to the AI labs are “on fire.” The big labs could scrape the public stuff on the internet easily, but now they pay experts to grade answers and pay startups to build practice worlds for agents.

Their revenue estimates, as they caveat, are annualized estimates that can be biased by a couple big months. Another view is to track arriving staff, who are getting hired to deliver this revenue.

And Vivek and Sabrina are still right: these companies are on fire!

Let’s go to the data…

AI Data Companies Are On Fire, marked up with 12-month headcount growth
AI Data Companies Are On Fire, marked up with 12-month headcount growth

Benchmark all seven yourself.

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Where are Mercor, micro1 and Handshake hiring their new experts from?Which companies send the most new hires to the AI data vendors?

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Where are Mercor, micro1 and Handshake hiring their new experts from?Which companies send the most new hires to the AI data vendors?
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