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The Future of Evals - Ankur Goyal, Braintrust
AI Engineer· 2025-08-09 15:12
[Music] [Applause] Awesome. Uh so today we're going to talk a little bit about evals to date and where we think eval are going to be going in the future. Also for those of you who saw my brother earlier um I'm going to do my best to live up to his energy and uh and charisma.But um yeah, you know, it's been an amazing almost two-year journey for us at Brain Trust. We have had the opportunity to work with some of the most amazing companies building um I think the best AI products in the world. Uh I'm blown aw ...
Tempus AI's Data Business Keeps Scaling Up: Can the Growth Pace Last?
ZACKS· 2025-06-27 14:16
Core Insights - Tempus AI (TEM) is experiencing significant growth in its Data and Services segment, with a 43.2% year-over-year revenue increase to $61.9 million in Q1 2025, driven by a 58% growth in its Insights data licensing business [1][7] - The company has secured major contracts, including a $200 million licensing agreement with AstraZeneca (AZN) and Pathos, which has increased AZN's total remaining contract value to over $1 billion [2][7] - Tempus has expanded collaborations with key pharmaceutical companies, including Illumina and Boehringer Ingelheim, enhancing its position in biomarker development and oncology applications [3][7] Financial Performance - Gross profit for Tempus outpaced revenue growth, increasing by 65.2% with only a modest 3% rise in the cost of revenues [1] - Year-to-date, Tempus AI shares have surged 102.5%, significantly outperforming the industry average growth of 18% [6] Competitive Landscape - Competitors like ICON (ICLR) and IQVIA (IQV) are also experiencing growth, but Tempus AI's performance in securing contracts and expanding its service offerings positions it favorably in the market [4][5] - Tempus currently trades at a forward 12-month Price-to-Sales (P/S) ratio of 8.47X, compared to the industry average of 5.83X, indicating a premium valuation [8]