AMT + ISO Exercise Calculator
Open →Plan Scale AI ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: Four AMT mistakes you can still fix before December 31 →Scale AI is pre-IPO. Plan your AMT and NSO exercise tax at any valuation: current 409A FMV, expected IPO price, or post-IPO scenarios.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Plan Scale AI ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: Four AMT mistakes you can still fix before December 31 →Left Scale AI with vested ISOs? Model the 90-day exercise-or-forfeit window: your deadline, AMT cost of exercising at once, and the share count that maximizes after-tax value.
Scale AI NSO exercise tax (federal, state, FICA) plus a sell-vs-hold comparison for long-term capital gains.
Deep dive: Six NSO mistakes your tax advisor probably won't mention →Don't work at Scale AI? Find another company.
Scale AI is a privately held AI company, headquartered in San Francisco, CA.
Last reported secondary-market price: $10.56 per share (as of 2026-05-30). Your own 409A may differ.
~$13B; data labeling.
Equity grants at Scale AI typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Scale AI, Inc. is an American artificial intelligence infrastructure and software company based in San Francisco, California. Originally focused on data annotation, the company also offers RLHF services, large language model (LLM) evaluation, and enterprise software suites to build and deploy AI applications.
Source: Wikipedia (CC BY-SA 4.0)
Founded in 2016 by MIT dropout Alexandr Wang and Lucy Guo through Y Combinator, the San Francisco company built its business labeling training data for AI models, then expanded into the Scale Generative AI Platform for RLHF and evaluation, plus Outlier for gig-worker LLM annotation. Defense work includes the Donovan LLM on classified networks and the Thunderforge planning contract with Anduril and Microsoft. Meta's June 2025 deal took a roughly 49% non-voting stake at a $29B valuation, pulled Wang in as Chief AI Officer, and elevated Jason Droege from CSO to CEO. 2026 revenue tracks toward $2B.
Sources: en.wikipedia.org · scale.com · cnbc.com
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