20VC: Scale, Surge, Turing, Mercor: Who Wins & Who Loses in Data Labelling | Is Revenue in Data Labelling Real or GMV? | Why 99% of Knowledge Work Will Go and What Happens Then? | Why SaaS is Dead in a World of AI with Jonathan Siddharth @ Turing
2025-12-01 · 68 min · 15 entities
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20VC: Scale, Surge, Turing, Mercor: Who Wins & Who Loses in Data Labelling | Is Revenue in Data Labelling Real or GMV? | Why 99% of Knowledge Work Will Go and What Happens Then? | Why SaaS is Dead in a World of AI with Jonathan Siddharth @ Turing
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20VC: Scale, Surge, Turing, Mercor: Who Wins & Who Loses in Data Labelling | Is Revenue in Data Labelling Real or GMV? | Why 99% of Knowledge Work Will Go and What Happens Then? | Why SaaS is Dead in a World of AI with Jonathan Siddharth @ Turing
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20VC: Scale, Surge, Turing, Mercor: Who Wins & Who Loses in Data Labelling | Is Revenue in Data Labelling Real or GMV? | Why 99% of Knowledge Work Will Go and What Happens Then? | Why SaaS is Dead in a World of AI with Jonathan Siddharth @ Turing
Episode description as stored
Jonathan Siddharth is Founder and CEO of Turing, one of the fastest-growing AI companies advancing frontier models. Jonathan has led the company to an astonishing $300M ARR with just $225M raised and a profitable company. A Stanford-trained AI scientist, Jonathan previously helped pioneer natural language search at Powerset, which was acquired by Microsoft.
AGENDA:
03:35 Data, Compute, Algorithms: What is Most Abundant? What is Lacking Most?
09:18 What Does No One Know About AI's Data Requirements That Everyone Should?
17:05 The Biggest Challenges Enterprises Have with AI Adoption
20:38 Why Will 99% of Knowledge Work Will be Gone in 10 Years
27:12 How Will Data-Driven Feedback Loops Replace Technology as the Moat
36:08 Who Wins the Data Labelling Market? Who Loses?
38:23 Is Revenue BS in Data Labelling? Are Players Calling GMV Revenue?
45:20 Why is SaaS Dead in a World of AI?
51:23 Will the Phone be the Primary User Interface to an AI World?
57:07 Quickfire Round