giannis

T2 · manager / operator

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 28 days 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
$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.

TBPN2026-07

most discussed · click a bar to filter

recurring themes

1 total
$REFLECTION
Reflection
HIGHgiannis·TBPN·28 days ago· 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