vincent vicer

T2 · manager / operator

Co-founded Prime Intellect, an AI infrastructure platform providing full-stack training, deployment, and RL post-training for models; raised $130M at $1B valuation; operates 15,000 GPUs scaling to 30,000.

2 calls·2 names·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

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1sthigh conviction
$PRIME-INTELLECTPrime Intellectposition

Prime Intellect raises $130M at $1B to build open superintelligence stack

Prime Intellect provides a full-stack platform for training, deployment, and RL post-training of models, serving AI natives, neolabs, enterprises, and sovereigns; specialized agents trained on their platform outperform frontier models at a fraction of cost (e.g., Ramp beat GPT-4o on spreadsheet automation with $50k spend).

TBPN2026-07
2ndlow conviction
$NVDANvidia

Nvidia joins Prime Intellect round and leads Nemotron open model alliance

Nvidia is investing in the open-source AI ecosystem through the Nemotron Alliance and partnering with Prime Intellect to train models, signaling a strategic push to support American open-source alternatives to Chinese models.

TBPN2026-07

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2 total
$NVDA
···
Nvidia
LOWvincent vicer·TBPN·last month
Nvidia joins Prime Intellect round and leads Nemotron open model alliance
Nvidia is investing in the open-source AI ecosystem through the Nemotron Alliance and partnering with Prime Intellect to train models, signaling a strategic push to support American open-source alternatives to Chinese models.
"Nvidia also joined us as part of the round and we've been like we've since day one basically operated large clusters... we joined also um like Nvidia to help them train Neatron. S…"
54:45
$PRIME-INTELLECT
Prime Intellect
HIGHvincent vicer·TBPN·last month· position
Prime Intellect raises $130M at $1B to build open superintelligence stack
Prime Intellect provides a full-stack platform for training, deployment, and RL post-training of models, serving AI natives, neolabs, enterprises, and sovereigns; specialized agents trained on their platform outperform frontier models at a fraction of cost (e.g., Ramp beat GPT-4o on spreadsheet automation with $50k spend).
"we've announced that we've raised 130 million um at a billion with prim. To build um the open super intelligence stack... basically it is kind of like the full stack to do trainin…"
46:05