predicting, building, & investing in what people want since 2010. live from ithaca, new york.
Bay Area, NYC
Joined December 2025
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Reinforcement learning is powering agents through trial, error, and rewards. The TAM is "all of human labor" and there's a lot on the line.
After talking to 20+ founders in the space, we're excited to put out the definitive market map.
ALT A market map on reinforced learning including environments, RLaaS, data marketplaces, orchestration, multi-agent RL, physical RL, and RL-enabled rollups.
Check out our deep dive "Reward is All You Need" that explores four permutations of how the future unfolds: tinyurl.com/582yep6f
Quick links to select startups noted above: @LightningAI, @HalluminateAI, @idler_ai, @PrimeIntellect, @deeptuneai, @VmaxAI, @joinHandshake, @sepal_ai, @SnorkelAI, @datacurve, @Prolific, @luminai, @micro1_ai, @goodstartlabs, @4WallAI