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$NBIS · Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need
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$NBIS···bullish· mediumclay bavor
Bavor believes Nebius claim: 10x GPU supply would still sell out in a day
Bavor validates Nebius founder's claim about insatiable GPU demand, using it to support his thesis that GPU capacity and power remain the fundamental constrained inputs creating a…
$PLTR···bullish· mediumclay bavor
Bavor: Sierra borrowed Palantir's forward-deployed model, aims for larger scale
Bavor explicitly credits Palantir's forward-deployed engineering model as the inspiration for Sierra's approach, noting Palantir has 'low hundreds of customers' while Sierra inten…
$CRM···bullish· mediumclay bavor
Bavor: Marc Benioff is extraordinary, Brett Taylor learned selling from the best
Bavor praises Marc Benioff as 'extraordinary' and the best seller he's ever met, noting co-founder Brett Taylor's time at Salesforce was formative for Sierra's sales motion and en…
$GOOGL···bullish· highclay bavor
Bavor: Google's mission-aligned culture can solve anything when smart people pursue truth
Clay Bavor, after 18 years at Google, argues the company's combination of an ambitious enduring mission, incredibly smart people, and a culture valuing truth-seeking in service of…