IndustrySelected

Handshake 一年做到 10 亿美元 GMV,成前沿实验室数据供应商

Why we picked it

Handshake 一年冲到 10 亿美元 GMV,净收入约 4.5 亿,前沿实验室的钱都在买它产的数据。节目现场拆了病理切片、估值代码和智能体任务,想搞懂模型训练数据这门生意的可以听。

Latent Space 播客发布对 AI 数据公司 Handshake 的首次深度访谈。Handshake 从上线到达到约 10 亿美元 GMV 只用了一年,SACRA 估算其在扣除众包人员分成后的年净收入约 4.5 亿美元,已成为多家前沿实验室的主要数据合作方。

Image · Latent.Space
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访谈中 Handshake 联合创始人 Garrett Lord 和 Shreya Bhaiwala,以及 Handshake Labs、生命科学、金融和 Alignment 团队负责人共同出镜,节目首次现场走查具体任务:包括在 9 张脑组织切片中挑选血管坏死最严重的 2 张,以及在估值 Python 代码中定位该应用税务规则的行,还追踪了一个智能体读取文件、核对副本并清理 shell 历史的全过程。

这期节目回答了前沿实验室在数据上大量采购什么、RL 环境由谁构建、评测难度如何变化等问题。对开发者而言,模型训练数据供应链的运作方式正直接影响所用模型的能力边界,金融与生命科学等垂直领域的专业数据需求尤其突出。

Original · Latent.Space

🆕 Our first deep dive with an AI data company! The frontier data space is exploding. @joinHandshake has become one of the leading partners for frontier labs, going from launch to $1B in GMV in ~a year, with @sacrainc estimating net revenue AFTER contractor payouts at about $450M per year. youtu.be/v5IJwVnTxzg V What are frontier labs buying at that scale? Who is building the RL environments that build the models that you build with? How hard are evals getting? For the first time in our pod, we're speaking across a company, from cofounders @GarrettLord and @Sbhaiwala03 to leaders of Handshake Labs, Life Sciences, Finance, and Alignment. To cover this required assembling our complete team of Science, Engineering, Research and Finance hosts. For the first time, we walked through the tasks live: 🌸 50:59 · Nick puts nine brain-tissue slides on screen. Can you pick the two with the most advanced vessel necrosis? 🟢 1:25:45 · Collin traces a bad valuation back to one line of Python. The model knows the tax rule when asked. Can it recognize where to apply it? 🟠 2:07:21 · Steve and Nishant follow an agent through the files it read, the copies it checked, and the shell history it cleare latent.space/handshake Pkb6📊 5 ⚡

Industry Coordinates & Source Verification

This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include Handshake, Latent Space, RL环境, 数据标注.

Source attribution: curated from Latent.Space (@latentspacepod).