vipul

T3 · host / generalist

1 call·1 name·100% bull·last heard 3 months 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

$TOGETHER-AITogether AIposition

Together AI grew bookings from $100M to $1.2B in a year, raised $800M Series B

Open-weight models have closed the gap with closed models; enterprise demand for cost optimization and data sovereignty drives stampede to open models; Together's inference cloud captures this shift.

TBPN2026-07episode →

most discussed · click a bar to filter

$TOGETHER-AI

recurring themes

Open Source AI1

1 total

$TOGETHER-AI

Together AI

HIGHvipul·TBPN·3 months ago·Fable Unbanned, Lab Nationalization, End of Paper-Based Retirement, SpaceX Phone· position

Together AI grew bookings from $100M to $1.2B in a year, raised $800M Series B

Open-weight models have closed the gap with closed models; enterprise demand for cost optimization and data sovereignty drives stampede to open models; Together's inference cloud captures this shift.

"We've grown uh you know uh from 100 million in bookings to 1.2 million over the last year and we raised $800 million in our TV to expand... open weights models are able to really…"

56:44

←

vipul

T3 · host / generalist

1 call·1 name·100% bull·last heard 3 months 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

$TOGETHER-AITogether AIposition

Together AI grew bookings from $100M to $1.2B in a year, raised $800M Series B

Open-weight models have closed the gap with closed models; enterprise demand for cost optimization and data sovereignty drives stampede to open models; Together's inference cloud captures this shift.

TBPN2026-07episode →

most discussed · click a bar to filter

$TOGETHER-AI

recurring themes

Open Source AI1

1 total

$TOGETHER-AI

Together AI

HIGHvipul·TBPN·3 months ago·Fable Unbanned, Lab Nationalization, End of Paper-Based Retirement, SpaceX Phone· position

Together AI grew bookings from $100M to $1.2B in a year, raised $800M Series B

Open-weight models have closed the gap with closed models; enterprise demand for cost optimization and data sovereignty drives stampede to open models; Together's inference cloud captures this shift.

"We've grown uh you know uh from 100 million in bookings to 1.2 million over the last year and we raised $800 million in our TV to expand... open weights models are able to really…"

56:44