POPA ReconAI Software & Data Landscape
AI Software & Data Landscape The software layer of the AI stack, mapped - six tiers from enterprise giants to the labelling shops nobody had heard of a year ago. Third instalment of the series, after the full AI Industry Landscape and AI Silicon. This time the most valuable names aren't on the stock market. Databricks at $134B is worth more than Snowflake and MongoDB combined, and it's reportedly raising at $165–175B, with an IPO pushed to 2027. Cursor at $60B out-values every public pure-play AI software company except Palantir. Even the training-data tier Scale, Surge, Mercor - quietly s…
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