Bobsled's growth and AI infrastructure for data sharing

It’s been two years since we launched Bobsled to the world, and I wanted to share a bit about the incredible progress we’ve made so far and where we’re headed in the years to come. Since launching with just one customer in production, we've grown to become mission-critical infrastructure for many of the world's largest data producers across every major industry. Our revenue grew 5x in 2024, has already doubled in 2025, and we continue to bring on our largest, most exciting customers at an accelerating pace. I'm deeply grateful to our team, partners, and customers who have all helped build a product I'm proud to be part of—one that has delivered on the promise of true multi-platform data sharing. What makes this even more remarkable is that we've achieved this during the largest platform in technology shift since the internet. While AI has only begun to transform the data market—currently focused mainly on untapped unstructured data—this is rapidly changing. Most data companies have spent the last two years defending against AI instead of recognizing it as the greatest opportunity for growth in our collective careers. Bobsled is now focused on building the infrastructure necessary for this rapidly evolving market. AI will increase data demand more than tenfold over the next five years, but this growth won't be evenly distributed, and many existing players won't adapt quickly enough. We're developing capabilities that will enable data products to be created, discovered, and accessed at unprecedented speeds, as AI agents replace inefficient manual processes. As models and agents require access to ever-increasing volumes of data, data sharing will become absolutely essential. We're building the key infrastructure to support this across all companies, platforms, and industries. I can't wait to see what the next two years bring.

Great DaaS company! Keep on rocking

🛷 (closest emoji to a bobsled)

Great to hear about your progress!

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🚀 Exciting update, Jake

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So awesome to hear, Jake. Rooting for your team from afar!

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