TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

dean

T3 · host / generalist

CEO of Decart, building real-time video world models (Lucy, Oasis) and cross-chip inference optimization stack (DOSS) for AI.

1 call·1 name·100% bull·last heard 4 months ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$DECARTDecartposition

Decart CEO claims 5-8x inference efficiency across Nvidia, TPU, Trainium chips

Inference optimization stack (DOSS) enables running models 5-8x more performant on major chips, critical due to chip supply constraints through 2028; supports real-time video world models at full HD 100fps and agentic text at 1,500 tokens/sec.

TBPN2026-05episode →

most discussed · click a bar to filter

  • $DECART

recurring themes

  • AI Infrastructure1
1 total
$DECART
Decart
HIGHdean·TBPN·4 months ago·Leopold's 13F, Mike Isaac Joins, Data Center Fixes, Shein Buys Everlane, Falling Birth Rates· position
Decart CEO claims 5-8x inference efficiency across Nvidia, TPU, Trainium chips
Inference optimization stack (DOSS) enables running models 5-8x more performant on major chips, critical due to chip supply constraints through 2028; supports real-time video world models at full HD 100fps and agentic text at 1,500 tokens/sec.
"And right now that is a bottleneck. Yeah. H how how tightly linked are the different products? Because when I think of uh Lucy real-time interactive video world models, I think li…"
109:11
8
AI Infrastructuretailwind
Chip supply constraints through 2028 make inference optimization the key to AI revenue growth
With no chip capacity until 2028, AI companies must extract maximum performance from existing hardware; cross-chip inference stacks that optimize model-to-chip mapping (Nvidia, TPU, Trainium) become essential for revenue growth.