Every frontier AI lab is racing to train multimodal models, and they're all hitting the same wall. Text data? Scraped. Image data? Done. Video data? Still a mess of million-dollar contracts, months-long collection timelines, and datasets that arrive corrupted, duplicated, and NSFW-laced. Shofo is fixing that. They're building Common Crawl for video, and if they execute, they'll own the most strategically important data infrastructure layer for the next decade of AI.
This isn't a flashy consumer product. It's pick-and-shovel infrastructure for the AI gold rush, and those tend to be the most durable businesses.
