Joined September 2023
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Pinned Tweet
4 Jan 2025
$EH EHANG 2024 RECAP
Entering 2025 with higher expectations than ever.
Start of commercial operations. The rise will be fast.
Operations.
Recurring revenues.
JVs.
Manufacturing expansion.
International expansion.
Will 2025 be the year? A company to follow.
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Nebius just bought Tavily, an agentic AI web search infrastructure.
AI agents are reasoning engines which need data as input. Data can come from either other internal systems (MCP servers of broader tech stack) or the web.
Tavily solves the latter.
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THE CURRENT DOWNTURN IS NOISE
Either:
1) AI native vendors will disrupt traditional SaaS
or
2) AI is a bubble
If AI is a bubble why are SaaS stocks punished?
If AI is not a bubble why are AI clouds ( $nbis ) which support AI native vendors punished?
Make it make sense
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Nebius is repeating the AWS playbook.
While analysts assess Nebius’ customer base (besides the hyperscaler) as risky given start-up focus, they miss the big picture.
They are backing the best and fastest growing AI startups that will become the next category leaders.
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If anyone had any doubts, AI is no going anywhere
More compute, more AI security, more AI clouds
The scale is unprecedented, but that does not mean there will not be overinvestment & consolidation
Debt remains dangerous in hype markets as sentiment can shift quickly
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$EH
Paid Commercial Operations in China
Paid commercial Operations in Thailand
Q1?
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Energy efficiency is becoming a moat on itself
As AI infuses workflows & products, inference demand explodes, straining energy resources & increasing energy prices
AI-cloud optimized for AI workloads achieves better energy efficiency enabling lower price & stronger ROI
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For context:
“In Nebius terminology, a compute fabric is a pool of physically interconnected servers operating
as a single compute resource. A data center can host several fabrics & each one is typically shared by multiple users, isolated from one another as separate tenants.”
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$HIMS is hiring a lot of very very strong AI profiles, while the impact will not be visible at least for the next 9-12 month, the shift is clear.
Would love to hear from people who took their lab testing product, how their treatment evolved within the app.
AI will superpower it
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There is a play to establish European cybersecurity leaders and Aikido, recent Belgium unicorn within the AppSec field is a great proof of that.
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Interesting take on product strategy of a diverse customer base.
The barbell strategy.
$HOOD: “Vlad calls it the barbell strategy, it’s: how do we make the app great for beginners who are new to investing, and how do we make the app amazing for sophisticated, more advanced traders, and trust ourselves that if we take care of both sides of the barbell in the same experience, the middle will be fine.” – @abhishekf96
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31 Dec 2025
While junior roles might be AI-replaceable, there is massive value in growing a generation of leaders from within rather than hiring them or even more acquihire them.
30 Dec 2025
Amazon, $AMZN, AWS CEO says replacing young employees with AI is "one of the dumbest ideas," and bad for business: "At some point, the whole thing explodes on itself."
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31 Dec 2025
Finishing the year by reading the book about NVIDIA’s origins.
# 1 trait that stands out is the WINNER MENTALITY of JENSEN HUANG, CEO.
World leading companies require leaders absolutely obsessed with winning. I see that in Arkady, and that is a massive advantage for @nebiusai.
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31 Dec 2025
Will this drive re-insourcing of marketing agencies or will super power what marketing agencies can do in terms of cost & time to value?
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31 Dec 2025
The end of 2025 has been mind-blowing in the field of vibe-coding, and it has just gotten started.
In 2026, creating consumer-facing & SMB-focused apps might become as easy as promoting ChatGPT.
Building is becoming easier, selling is becoming harder, more & cheaper choices.
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31 Dec 2025
Collateral winners
the real quiet winners of the vibecoding revolution are domain registrars
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31 Dec 2025
Super interesting view on fundamental flaws of RAG, does this get solved with stronger embedding models or are RAGs hitting a wall?
31 Dec 2025
The problem is simple but devastating.
Every document you add to RAG gets converted to a high-dimensional embedding vector (typically 768-1536 dimensions).
Past ~10,000 documents, these vectors start behaving like random noise.
Your "semantic search" becomes a coin flip.
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31 Dec 2025
Nebius owns 28% of ClickHouse, a world-class leading analytical database for the most demanding workloads, outperforming Databricks, Snowfloke among others across benchmarks.
31 Dec 2025
The hidden 💎 of $NBIS (1/3)
ClickHouse, spun out of Yandex (the origin of Nebius) in 2016, is a fast, open-source columnar database for real-time analytics on massive datasets, with a Cloud Enterprise version launched in 2020.
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31 Dec 2025
The hidden 💎 of $NBIS (1/3)
ClickHouse, spun out of Yandex (the origin of Nebius) in 2016, is a fast, open-source columnar database for real-time analytics on massive datasets, with a Cloud Enterprise version launched in 2020.
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31 Dec 2025
The hidden 💎 of $NBIS (3/3)
Cloud version leveraged compute-storage separation, serverless elasticity, and OSS-based storage. The new system cut costs by 40%, eased the operational workload, and gave the team stability and confidence even during their most demanding campaigns.
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