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Sheel Mohnot
@pitdesi
I write my own tweets. politically centrist, abundance minded. Work:
@btv_vc
, leading pre/seed rounds in fintech & vertical AI
Joined May 2007
3.7K
Following
215.9K
Followers
Sheel Mohnot
@pitdesi
2026.10.26 19:56
I now see duration mismatches everywhere thanks to SVB... ie making long-term compute commitments while your customers pay per token. Not an anti-neolab post AT ALL, just noting that SVB left an indelible mark on my brain
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