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giannis

T3 · host / generalist

Co-founder, President, and CTO of Reflection, building frontier open-source AI models. Former founding engineer at DeepMind (15 years), worked on DQN, AlphaGo, AlphaZero, and RLHF for Gemini. Signed $1B compute deal with Nebius.

1 call·1 name·100% bull·last heard 2 months ago·TBPN
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$REFLECTIONReflectionposition

Reflection signs $1B compute deal with Nebius to close open/closed model gap

Reflection leverages talent from closed frontier labs (DeepMind, Gemini) who have 'seen the frontier' to build open models, now backed by a $1B Nebius compute deal. The company argues Western labs' compliance with IP/distillation norms is a long-term advantage over Chinese labs accused of industrial-scale distillation, and aims to close the gap between open and closed frontier intelligence.

TBPN2026-07episode →

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$REFLECTION
Reflection
HIGHgiannis·TBPN·2 months ago·IBM Nukes, Demis Govt Plan, Clanker Whales, Paramount WBD Deep Dive· position
Reflection signs $1B compute deal with Nebius to close open/closed model gap
Reflection leverages talent from closed frontier labs (DeepMind, Gemini) who have 'seen the frontier' to build open models, now backed by a $1B Nebius compute deal. The company argues Western labs' compliance with IP/distillation norms is a long-term advantage over Chinese labs accused of industrial-scale distillation, and aims to close the gap between open and closed frontier intelligence.
"We have the talent we know we have the knowhow and we now have the compute of like all these deals to ensure that uh we you know we catch up to the uh Chinese open frontier and af…"
86:51
8
Open Source AItailwind
Reflection bets $1B compute deal and closed-lab talent to close open/closed frontier gap
Open source AI's structural disadvantage (compute access, talent) is being addressed by Reflection's $1B Nebius deal and recruitment of researchers from DeepMind/Gemini who have 'seen the frontier.' Chinese open labs allegedly use industrial-scale distillation and IP laxity to advance, but Western compliance is a long-term trust advantage. The endgame: open models match closed frontier, becoming the bedrock for academic research, startups, and sovereign AI.