M Mohan
@mukund
Long term investor -
Day job: PE fund @IncVangal with investments in @yirlaagency, @peridotdev @fundamentell & 18 other startups
Joined March 2007
169 Following 60.1K Followers
$CBRS this went as I told you it would
I think it hits $400-$450 soon
$CBRS I wrote a deep dive on the Cerebras IPO
Love you get your opinion
It is a $510M revenue company asking for a $23B valuation. @OpenAI is their biggest customer (Among others) but customer concentration is real.
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