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Scale AI

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Scale AI is a privately held company tracked for investment-relevant business and technology developments.

sentiment mix
bull 73%bear 9%neu 18%

funding rounds

private markets
latest round
Strategic
Jun 2025 | $14.3B
post-money valuation
$29B+ post-money
+110% vs 2024 round
total raised
$16B+ disclosed
1 disclosed rounds | updated 2026-07-21
round progression
Strategic
Jun 2025
$14.3B
lead investors
  • Meta Platformslead
dateroundamountvaluationinvestors
Jun 2025Strategic$14.3B$29B+ post-moneyMeta Platforms

signal summary

latest high-conviction thesis
Scale AI pioneered data labeling; now 12+ YC companies each earn $10M+ selling data/RL environments to labs▾

The data/RL environment category has exploded from Scale AI's 2016 niche to over a dozen YC companies generating $10M–$100M+ annually, as frontier labs spend billions on proprietary data and reinforcement learning environments.

garyT2Y Combinator2026-09-17
confidence 78 / 100impact High
key themes
  • AI Economics & Business Models67%
  • AI Infrastructure56%
  • Enterprise AI Adoption44%
  • Frontier AI Models44%
  • AI Hardware & Chip Architecture44%

bull thesis · 8

82 / 100
  • •Scale AI pioneered data labeling; now 12+ YC companies each earn $10M+ selling data/RL environments to labs
  • •Scale AI pioneered data labeling for AI; now a dozen+ YC companies each >$10M/yr selling data/RL environments to labs
  • •Anastasios says Scale AI still crushing despite fractional acqui-hire

bear thesis · 1

35 / 100
  • •Jason: Scale AI and Mercor selling expert-labeled data to Chinese labs, helping them catch up

mentions · 11

new
Y CombinatorThe State of Startups in 20262 mentions · 2▲ 0▼ 0○ · 8 days ago
0:007:0015:0022:0030:00
Y CombinatorGoing In Deep On Data | YC Paper Club2 mentions · 2▲ 0▼ 0○ · last month
0:002:005:007:0010:00
All-In PodcastGoogle’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:0020:0040:001:00:001:20:00
20VCArena CEO: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0013:0027:0041:0055:00
Scaling EuropeEuropean AI startups are raising bigger rounds than ever: Alex McCracken, J.P.Morgan1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:006:0012:0018:0025:00
Scaling EuropeHow founders are building & leading companies in the AI era: Martin Mignot, Partner, Index Ventures1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:007:0015:0022:0030:00
Limitless PodcastChina Just Blocked Meta. Now The Founders Can't Leave.1 mentions · 0▲ 0▼ 1○ · 5 months ago
0:003:007:0011:0015:00
Joe LonsdaleHow AI Agents Are Creating 12X Productivity Gains1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:002:005:007:0010:00
Scaling EuropeEncord has just raised a $60m Series C: An interview with Co-CEO and Co-founder Eric Landau1 mentions · 0▲ 0▼ 1○ · 7 months ago
0:002:005:007:0010:00