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imad

T2 · manager / operator

Moonshots panelist, author of 'The Last Economy'. Deep in quantization research (sub-1-bit), edge AI, and inference optimization. Invests in companies working on ternary/binary compression and photonic substrates. Tracks Chinese lab innovations closely.

4 calls·4 names·100% bull·last heard 23 days ago·Peter H. Diamandis
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
1stmedium conviction
$FIREWORKS-AIFireworks AIposition

Imad flags inference providers as key beneficiaries of open-source model optimization

Inference platforms (Fireworks $17B, Modal $10B, Base10 $10B) have raised massive capital to optimize open-weight models like Kimi K3 for Western hardware, capturing value as enterprises self-host.

Peter H. Diamandis2026-07→
2ndmedium conviction
$BASE10Base10position

Base10 at $10B joins inference arms race for open-weight models

Base10 is part of the cohort of well-funded inference providers that will aggressively optimize open-source models (Kimi K3, Inkling) for enterprise self-hosting, accelerating the commoditization of frontier intelligence.

Peter H. Diamandis2026-07→
3rdmedium conviction
$MODALModalposition

Inference provider Modal at $10B valuation to optimize open-source models

Same thesis as Fireworks: Modal and peers will spend raised capital optimizing Chinese open-weight models for Nvidia/AMD hardware, creating a low-cost inference layer that undercuts frontier lab APIs.

Peter H. Diamandis2026-07→

most discussed · click a bar to filter

recurring themes

4 total
$FIREWORKS-AI
Fireworks AI
MEDimad·Peter H. Diamandis·23 days ago· position
Imad flags inference providers as key beneficiaries of open-source model optimization
Inference platforms (Fireworks $17B, Modal $10B, Base10 $10B) have raised massive capital to optimize open-weight models like Kimi K3 for Western hardware, capturing value as enterprises self-host.
"You've seen Fireworks just raise at a $17 billion valuation. Others like Modal at 10 billion, Base 10 at 10 billion. These are the inference providers of open source models. They'…"
111:00
$SSNLF
···
Samsung Electronics
MEDimad·Peter H. Diamandis·23 days ago
Samsung breaks sub-1-bit quantization barrier for on-device frontier models
Samsung's 'nano quant' model achieves sub-1-bit-per-weight quantization, enabling frontier-class models on smartphones. This positions Samsung as a key enabler of edge AI and a potential winner in the on-device inference race.
"Samsung published a model called nano quant that breaks the one bit one effective bit per weight barrier. So it's sub one bit which I think we're going to be talking quite a bit m…"
68:00
$BASE10
Base10
MEDimad·Peter H. Diamandis·23 days ago· position
Base10 at $10B joins inference arms race for open-weight models
Base10 is part of the cohort of well-funded inference providers that will aggressively optimize open-source models (Kimi K3, Inkling) for enterprise self-hosting, accelerating the commoditization of frontier intelligence.
"Others like Modal at 10 billion, Base 10 at 10 billion. These are the inference providers of open source models. They've all raised a billion dollars that they're now going to spe…"
111:00
$MODAL
Modal
MEDimad·Peter H. Diamandis·23 days ago· position
Inference provider Modal at $10B valuation to optimize open-source models
Same thesis as Fireworks: Modal and peers will spend raised capital optimizing Chinese open-weight models for Nvidia/AMD hardware, creating a low-cost inference layer that undercuts frontier lab APIs.
"Others like Modal at 10 billion, Base 10 at 10 billion. These are the inference providers of open source models. They've all raised a billion dollars that they're now going to spe…"
111:00