In “Nebius Part 1: the Smooth (Developer) Operator”, I shared my point of view on why Nebius is the most compelling pure-play AI neocloud with its smooth developer experience, its history, and the pros and cons of its Yandex and Russian roots.
Prescient of Nebius/Yandex to have seeded bets (data labeling, data warehouse, autonomous driving, human retraining) around core cloud offering. Atop these optionalities, Nebius likely also gain DevEx insights from its subsidiaries' learning by doing. Excited to follow their progress ahead.
Any insight into their revenue makeup ?
Prescient of Nebius/Yandex to have seeded bets (data labeling, data warehouse, autonomous driving, human retraining) around core cloud offering. Atop these optionalities, Nebius likely also gain DevEx insights from its subsidiaries' learning by doing. Excited to follow their progress ahead.