neil

T2 · manager / operator

Neil is the co-founder and CTO of K2 Space, leading engineering on the Mega-class satellite platform. He oversees development of 20kW Hall thrusters, deployable solar arrays, high-voltage power systems, and radiation-hardened electronics for operation across LEO, MEO, GEO, and deep space.

1 call·1 name·100% bull·last heard last month·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
$SALE-RESEARCHSale Researchposition

Sale Research optimizes inference for open-source models as background agents drive token demand

Background agent workloads will surpass human-in-loop this year; inference efficiency makes ROI so compelling that customers spend more total compute, not less; focused on open-source models like GLM 5.2 and DeepSeek to deliver strongest intelligence per dollar.

TBPN2026-06

most discussed · click a bar to filter

1 total
$SALE-RESEARCH
Sale Research
HIGHneil·TBPN·last month· position
Sale Research optimizes inference for open-source models as background agents drive token demand
Background agent workloads will surpass human-in-loop this year; inference efficiency makes ROI so compelling that customers spend more total compute, not less; focused on open-source models like GLM 5.2 and DeepSeek to deliver strongest intelligence per dollar.
"You know, 100%. I think, you know, to give you topline number today, I'd estimate it's like 80% of stuff is human in the loop today and 20% is background. But that number is going…"
114:56