Tanay Jaipuria(@tanayj):Nebius has been making some interesting acquisitions this year toward building a full-stack AI cloud: • Tavily (~$400M): search for AI agents • Eigen AI (~$650M): model-level inference optimization • Clarifai (team + IP license): system-level compute orchestration

Tanay Jaipuria

@tanayj

partner @wing_vc investing in AI applications and infra. opinions, analysis, and banter on technology and business

Joined October 2008

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Tanay Jaipuria@tanayj

2026.05.15 18:28

Nebius has been making some interesting acquisitions this year toward building a full-stack AI cloud: • Tavily (~$400M): search for AI agents • Eigen AI (~$650M): model-level inference optimization • Clarifai (team + IP license): system-level compute orchestration