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.
Thanks for both Part 1 and 2. Excellent information. I am an investor in NBIS since January and looking forward to being a long-term part of its growth.
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.
Agree. Thanks for this. This would be much more useful if your financial numbers, maybe targets (IRR upside) and position size is shared so we can put it in portfolio context. I mean it's useful and I can learn about the company and keep doing research. Is this short or medium or long term position of yours?
Thanks for both Part 1 and 2. Excellent information. I am an investor in NBIS since January and looking forward to being a long-term part of its growth.
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.
Agree. Thanks for this. This would be much more useful if your financial numbers, maybe targets (IRR upside) and position size is shared so we can put it in portfolio context. I mean it's useful and I can learn about the company and keep doing research. Is this short or medium or long term position of yours?
For example GTLB short writeup (early 2024) was also useful