I don't understand why Scale AI is a special snow flake. They have a 240k + crowd - but at least smart enough to separate it from its core business under a different business unit.
I am not a big fan of microtask business but winning 180+ projects in FY22 is telling me the service is still required as majority of projects won was in Enterprise.
https://www.remotasks.com/en
In May 2023 - Scale A.I was valued at $7.3b - but agree it will be closer to $3-4b now.
https://www.cnbc.com/2023/05/09/sclae-ai-disruptor-50.html
When you say others are you referring to Appen is not getting any Gen AI work - is this what you are saying? As far as I am aware the company reported one of its Global customers likely Amazon 30% of revenue is now in Gen AI.
This is a sticking point I have with Appen reporting lines need to be split between Deep Learning and Gen AI. Instead of Global and New Markets.
What's wrong with Appen's business?, page-102
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