The Headcount
Where There's Fire, There's Hiring
You can't annualize a headcount.
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…

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