Sheel Mohnot
@pitdesi
I write my own tweets. politically centrist, abundance minded. Work: @btv_vc, leading pre/seed rounds in fintech & vertical AI
加入 May 2007
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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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