Daniel Koss
@daniel_koss • 38,393 subscribers
AI infrastructure investor & trader. 2026 YTD: +339%. #1 public investor on Autopilot last 3M. Sharing my journey. Not financial advice.
Videos
Interview with Nebius Co-Founder Roman Chernin Please like & share this video so that all $NBIS investors on X will see it! :) If you prefer watching on YouTube: Timestamps: 00:00 - Why AI Infrastructure Is So Hard to Understand 00:24 - Market Fragmentation and What Actually Differentiates Providers 01:30 - Consolidation, Segmentation, and the Future AI Cloud Landscape 02:56 - What Analysts and VCs Still Get Wrong About AI Infrastructure 05:34 - Nebius Cloud: Product Readiness and Customer Proof Points 07:42 - Why Inference Workloads Are Exploding 09:11 - Training vs. Inference: How AI Models Actually Reach Production 10:10 - Why Inference Market Share May Concentrate Around a Few Winners 12:36 - Customer Use Cases: Coding, Enterprise AI, and Real-World Adoption 14:01 - Why Integrated Training and Inference Matter Strategically 16:01 - Building Scalable AI Infrastructure With High Utilization 18:24 - Token Factory: Inference as a Managed Service 20:24 - Revolut Case Study: AI-Driven Product Enhancements 22:56 - Token Factory Performance Optimization and Competitive Advantage 25:07 - Scale, Capacity, and Efficiency as Growth Drivers 28:36 - Why Inference Capacity Could Become the Next Major Bottleneck 30:10 - How Nebius Benchmarks Performance Across Providers 33:14 - The Future Size and Shape of the Inference Market 36:38 - Value-Based Pricing: Moving Beyond Cost per GPU Hour 40:55 - How Nebius Wins Deals: Quality, Performance, and Customer Experience 44:53 - Autonomous AI Platforms and the Rise of Agent-Based Models 47:28 - Tavily, Agentic Applications, and the Next Layer of the AI Stack 50:45 - Strategic Trade-Offs: Scaling, Product Roadmap, and Customer Relevance 55:40 - Final Thoughts: Adapting to the Next Shift in AI Workloads Nebius Roman Chernin
Daniel Koss203,706 просмотров • 2 месяцев назад
Interview with $NBIS Nebius CRO marc boroditsky & Alasdair Mann If you enjoy the podcast, please share it with someone who’d appreciate it. Thank you ❤️ Timestamps: 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 Building and Scaling Data Centers 04:36 Defining Contracted vs. Connected Power 05:45 Managing Demand and Pricing Strategy 07:43 Addressing AI Bottlenecks and Nvidia Partnership 09:54 Power Sources and Energy Strategy 13:39 Growth Metrics and Customer Expansion 23:02 Bitcoin Miners and AI Infrastructure 26:58 Valuable Assets and Market Opportunities 27:43 Skepticism and Market Realities 28:13 Future of Rental Environmental Business 29:05 Enterprise Demand and Market Trends 31:01 Vertical Integration and Competitive Edge 33:08 Specialty Infrastructure and AI 34:16 Cybersecurity in Integrated Cloud 36:19 Customer Feedback and Platform Advantages 43:19 Revenue and Profit Split Insights 47:57 Personal Journey and Joining Neas 51:23 Future Prospects and Execution
Daniel Koss449,230 просмотров • 7 месяцев назад
Full Interview with Charles-Antoine Beyney "CAB" (CAB) - Founder & CEO of DataOne and Alasdair Mann As always - please share this interview, so we reach as many $NBIS (and AI infra investors) as possible! --- DataOne is building giga-scale AI data center infrastructure for the next decade of compute demand. Most importantly for $NBIS investors: DataOne is the company behind Nebius’ 300MW Vineland, New Jersey campus, one of the key capacity expansion projects that could determine how fast Nebius scales from here! Timestamps: 00:00 Meet the CEO of DataOne 00:29 50% of Datacenters Delayed 02:01 Paid Protesters 04:48 Real Water Consumption of His Data Centers 08:27 Condensation and Cooling 11:09 Pollutant Problem 12:14 Behind the Meter Power 15:50 US vs France Power Strategy 18:39 Speed to Power Crunch 19:56 Supply Chain Bottlenecks 23:46 Generative Video AI Economics 25:54 Building Faster Than Anyone 30:55 Budgeting With Rapidly Increasing Prices 31:32 Tariffs and Contingency Buffers 33:31 Supply Crunch Pricing Power 37:36 DataOne Infrastructure Strategy 38:44 Gas Turbines at Scale 40:40 Microturbines and Small Sites 42:30 Batteries and Renewables Mix 43:57 Nuclear and Grid Stability 44:51 Real World Lead Times Strategy 47:26 Cooling Knowhow and Market Hype 48:48 Building Under Extreme Pressure 50:36 AI as the New Enlightenment 54:23 Fusion and the Energy Endgame As always - please share
Daniel Koss99,456 просмотров • 2 месяцев назад
Interview with Tom Blackwell, CCO @ $NBIS Also live on my YouTube channel. We discussed Nebius’ growth strategy, demand visibility, capacity expansion, financing, customer mix, monetization, profitability, guidance philosophy, and valuation framework. Small note: I’ve been trying to improve the podcast quality: new 4K webcam, better lighting, and even replacing my comfortable but squeaky gaming chair. Then I made the dumbest mistake possible. Because we pre-discussed the episode on Google Meet, Riverside picked up my webcam mic, so my audio is lower quality than usual and sounds a bit robotic after cleanup. Tom’s audio and answers are crisp though. Timestamps 00:00 Introduction 02:55 Demand visibility and CapEx strategy 05:53 Long-term contracts vs short-term market risk 08:54 Financing strategy and debt 11:47 Customer segments and revenue split 14:55 Collaborations with major tech companies 17:56 Co-opetition in AI infrastructure 20:53 Capacity and revenue dynamics 23:59 Future capacity goals 26:50 Capacity monetization and pricing 29:49 Adjusted EBITDA and profitability 32:01 Site announcement strategy 34:55 Guidance philosophy and market expectations 37:15 Valuation framework 39:23 ARR as the key growth metric 40:40 Dreaming big: the future of Nebius 42:10 Closing thoughts
Daniel Koss30,883 просмотров • 1 месяц назад
Chat with Michael Sikand 🦑 about: - current market - $KRKNF / $PNG.V earnings and outlook - the AI trade ( $NBIS $MU $AEHR etc.) - defense, drones, etc. ( $OUST ) - chasing hot stocks - Photonics - Investing publicly with your real name and face vs. anonymously
Daniel Koss56,984 просмотров • 2 месяцев назад
Interview with Pedro Arnt, CEO @ dLocal dLocal $DLO is a fast-growing payments company focused on emerging markets, sitting at the intersection of several major tech trends: cross-border payments, stablecoins, agentic commerce and the digitization of structurally underpenetrated economies. Alasdair Mann and I sat down with Pedro Arnt, CEO of dLocal, to discuss the company, its moat, its growth opportunity and what the future of payments could look like. Quick note: I was travelling in Florence with my girlfriend when we recorded this. I couldn’t find a spot in the Airbnb with better lighting and internet, and I only had my laptop mic. Will make sure it's better in future recordings! Timestamps: 00:00 Meet Pedro Art 00:27 Why Join dLocal 03:16 Emerging Markets Similarities 06:29 Moat Beyond Software 11:48 Beating Stripe and Adyen 14:34 Volatility as Opportunity 15:57 Take Rate and Margins 17:51 Operating Leverage Playbook 21:45 Investor Trust and Numbers 26:13 Long Term Secular Trends 27:13 Small Cap Upside 28:06 Emerging Market Megatrend 29:14 Long Term Builders 31:10 Stablecoin Reality Check 37:03 Banks Finally Compete 38:33 Agents Inside DeLocal 40:38 Agentic Payments Future 45:45 Shopping Still Human 48:11 AI Native Threats 50:02 Big Favour
Daniel Koss44,561 просмотров • 2 месяцев назад
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