You’re almost right but missing an entire category of startup: “egocentric” data. A lot of the most high revenue startups right now are, essentially, recruitment agencies for frontier labs to get video of skilled workers. OpenAI and others are spending billions per year with the various startups. We aren’t witnessing specialized startups training for specific sectors, we are witnessing training startups trying to hoover as much video as possible.

Personally, I’m not convinced these startups have much life in them. They’re popular right now because they are low effort as there is a huge demand from the frontier labs, but a year from now, there’ll be more than enough data.

There are at least a dozen in YC and probably hundreds in total.