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05 / 22

The open robotics data market

Robotics has no open market for verified data yet.

Digital AI already has scaled data companies, expert networks and open marketplaces. Scale AI, Surge AI, Mercor and Hugging Face represent more than $67 billion in value because they made data, talent and models easier to source and use.

CompetitorsToday, the largest AI and Robotics data suppliers are worth >$67bn, with Hugging Face the best comparable for the need for open source
Open expert networks
  • Mercor$10B
Open robotics marketplace
  • Hugging Face$12.9B
  • THORTarget position
Managed digital data
  • Scale AI$29B
  • Surge AI>$15B
Managed robotics data
  • XDOF~$1.2B
  • Mecka~$500M

Top: open supply · Bottom: closed · Left: digital data · Right: physical data

Robotics has no equivalent. Companies such as XDOF and Mecka have shown that buyers will pay for specialist physical-world data, but supply remains closed, fragmented and delivered through individual service providers. There is still no scaled open market where robotics teams can specify what they need, draw from a broad contributor base and receive data that has been verified against a consistent standard.

THOR is building that missing market. Buyers define the work, contributors produce it and the network rewards output that passes verification. Over time, data collection, simulation, hardware and research can all feed the same system, giving physical AI the open infrastructure that Hugging Face helped create for software-based AI.