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toucan wants blackwell gpus, DM on Revenue · ViralLoop

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toucan wants blackwell gpus, DM@distributionat

apropos of the LM arena raise — I'm skeptical of eval startups, because so many failed in previous waves. why? 1) great eval ppl should probably work on post-training instead 2) customers graduate quickly to doing their own evals 3) labs try rly hard to goodhart eval startups

Why eval startups fail
May 8th, 2025

Why are there so few independent eval startups?

Whenever there's a new AI trend, like agents, or voice, or voice agents, developers are faced with a flurry of options, and a subset of them are convinced that there's a business opportunity in identifying the best models and selling that knowledge to other developers—that is, selling evals. I've seen this in every wave of generative AI, since before we were calling it generative AI. I haven't seen any succeed, outside the safety evals niche.

I have a few theories why independent eval startups die. First, people who can design and run good evals can make more money and have more influence in other parts of the model development stack, so talent attrits. Second, eval startups have a hard time finding customers, because clients have to be technical developers who want to build with APIs, but also not technical enough to run their own evals. And third, eval startups face immense optimization pressure t

329 likes15 repliesPosted May 21, 2025

View the original on X Written by toucan wants blackwell gpus, DM. Captured Sep 4, 2026.

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More from toucan wants blackwell gpus, DM

toucan wants blackwell gpus, DM

• Ilya didn't expect employees to feel strongly about Sam's firing • Adam D'Angelo asked Ilya to prepare the memo • Mira told Ilya that Greg was fired from Stripe • Mira provided Ilya of screenshots of texts between Greg and Sam

toucan wants blackwell gpus, DM

From Ilya’s deposition— • Ilya plotted over a year with Mira to remove Sam • Dario wanted Greg fired and himself in charge of all research • Mira told Ilya that Sam pitted her against Daniela • Ilya wrote a 52 page memo to get Sam fired and a separate doc on Greg

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Why it worked

Uses short lines and white space, which makes a long post feel quick to read.
Ends on a short line that is easy to quote and repeat.
Written from experience rather than as advice, which is harder to argue with.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook → List
Style: Short lines with heavy white space, built to be scanned.
Tone: personal, punchy
Written for: Founders and operators

Analysis by ViralLoop — not written by the original author.

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