vipul

T3 · host / generalist
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
$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.

TBPN2026-07

most discussed · click a bar to filter

recurring themes

1 total
$TOGETHER-AI
Together AI
HIGHvipul·TBPN·last month· 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