Why experts writing AI evals is creating the fastest-growing companies in history | Brendan Foody

· ai · Source ↗

Summary based on the YouTube transcript and episode description.

Mercor CEO Brendan Foody explains how expert-written AI evals became the fastest revenue ramp in history — $1M to $500M in 17 months.

  • Mercor grew from $1M to $400M+ ARR in 16 months, called the fastest revenue ascent in history, now tracking toward $500M.
  • Mercor works with 6 of the Magnificent 7 and all top 5 AI labs; median expert pay is $95/hour, up to $500/hour for deep specialists.
  • The primary bottleneck to model improvement is evals — without a way to measure success, labs cannot run RL hill-climbing at scale.
  • Labs need tens of thousands of active expert contributors at any time; top 10% of contributors drive the majority of model improvement.
  • Mercor hired the entire Harvard Lampoon comedy writing staff to help make Claude and other models funnier.
  • Foody does not believe AGI or superintelligence arrives within 3 years; post-training data quality, not more pre-training compute, is the path forward.
  • Jobs with elastic demand — software engineering, product management, consulting — will grow as AI multiplies productivity; accounting-type roles face compression.
  • Mercor has never had a customer churn; net revenue retention exceeds 1,600% with zero dedicated sales or marketing staff for its first 18 months.

2025-09-18 · Watch on YouTube