shayon(@shayonsengupta):nice to see, but for all paying attention keep in mind that these numbers do not yet reflect 1) pretraining data purchase/budget cycles at the major labs (which are much more back half of the year heavy) and 2) the 2-3 order magnitude larger TAM in live retrieval + inference time search products (that this team will inevitably dominate in)

shayon

@shayonsengupta

general partner, co-head of venture @multicoin opinions are my own / not a solicitation / not an offer for investment advisory services

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shayon@shayonsengupta

2026.09.21 22:49

nice to see, but for all paying attention keep in mind that these numbers do not yet reflect 1) pretraining data purchase/budget cycles at the major labs (which are much more back half of the year heavy) and 2) the 2-3 order magnitude larger TAM in live retrieval + inference time search products (that this team will inevitably dominate in)