Tanay Jaipuria
@tanayj
partner @wing_vc investing in AI applications, infra and physical AI.
opinions, analysis, and banter on technology and business
加入 October 2008
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DeepSeek's revenue run rate hit $1B, more than doubling from <$500M in July.
Cloud API gross margins are >80% despite the relatively low token prices they charge on their models.
(via @theinformation)
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