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Post-training & RLHF

62/ 100
What it is

The step after basic training where a model is taught to follow instructions, be helpful, and behave safely using human feedback.

Ranks moderate (62/100) — set apart by rising momentum (82) and structural importance (76).

4
Companies exposed
4
Makers & suppliers
Now
Horizon
Active
Status

Why it matters

It converts an inert base model into a helpful, safe, deployable product and encodes most of a model's observable behavior.

Why now

The frontier has shifted from scaling pretraining to scaling RL post-training, which is what produced 2025's reasoning models and is the main lever labs are pulling.

If Post-training & RLHF runs short

Weak or reward-hacked post-training yields sycophantic, jailbreakable or misaligned models regardless of base capability.

In depth · editorial + model

Instruction-tuning plus reinforcement learning from human (or AI) feedback that turns a raw pretrained base into a usable, aligned assistant. It converts an inert base model into a helpful, safe, deployable product and encodes most of a model's observable behavior. The frontier has shifted from scaling pretraining to scaling RL post-training, which is what produced 2025's reasoning models and is the main lever labs are pulling. Weak or reward-hacked post-training yields sycophantic, jailbreakable or misaligned models regardless of base capability.

How to think about it

  • Behavior is trained after capability
  • A great base with bad post-training ships poorly

What to watch

  • RL post-training compute share vs pretraining
  • Preference-data vendor capacity (Scale, Surge)
  • Reward-hacking and sycophancy incidents

Frequently asked

What is Post-training & RLHF?

The step after basic training where a model is taught to follow instructions, be helpful, and behave safely using human feedback.

Why does Post-training & RLHF matter for AI?

It converts an inert base model into a helpful, safe, deployable product and encodes most of a model's observable behavior.

Who makes Post-training & RLHF?

The companies the model tags as producers or suppliers of Post-training & RLHF: OpenAI, Anthropic, Scale AI, Uber Technologies, Inc..

Which companies are most exposed to Post-training & RLHF?

OpenAI, Anthropic, Scale AI, Uber Technologies, Inc. — 4 companies in total are mapped to Post-training & RLHF.

What happens if Post-training & RLHF runs short?

Weak or reward-hacked post-training yields sycophantic, jailbreakable or misaligned models regardless of base capability.

Where does Post-training & RLHF sit in the AI value chain?

Post-training & RLHF sits in the Models layer of the AI value chain.

Go deeper on Post-training & RLHF

  • The materials, geographies and policies it depends on — heat-mapped
  • Substitutes, relief valves and the domino chains if it tightens
  • The live tension score, momentum and news drivers
  • Four levels of analysis — from plain-English to strategic

model v0.7.0 · research, not advice

Model scores are illustrative reads from our model of the AI value chain — not investment advice.

as of 2026-07-17Medium confidence model v0.7.0
The whole chain