Roman Chernin
speaker
1,558 appearances
3 recordings
3 series
first heard May 2026
last heard 7 Jun
Roman Chernin’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.
Appearances
I remember that Nebula stock went down 40% in one week or so in February.
I think it was February or March 2025.
And anecdotal story, the same exact week, we probably had the best week in sales.
People on the market were concerned that market is going down and infrastructure companies like Nebios not needed because, okay, if AI is so much cheaper, maybe it's bubble.
But at the same time, we never had the best commercial week.
We were pretty early in our story, but that was the best commercial week in the history of the company because
So many people figure it out that they can run inference in their production workloads with DeepSeq and economics will work.
And then at the same time, like Coursestore started growing.
I think they were the first who really benefited from tuning those models for coding and so on.
Every time we got intelligence cheaper, the same unit of intelligence cheaper, we are not reducing the consumption, but we increasing the consumption because we can just solve more complex tasks with the same budget.
Or we can finally economically viably solve the tasks that we already kind of knew that was solvable, but economics didn't work and we could not scale.
So I think it's quite fascinating what's this economics improvements to observe.
Everywhere.
So when we think about how we build the company, we talk about it in the four dimensions.
One dimension is capacity, how much megawatts, gigawatts and the GPUs we deploy.
We are infrastructure company.
We need to be large.
If you are not large enough, nobody needs us to exist.
This is the physical world expansion.
The team is doing an amazing job, but it's never enough.
Showing 61–80 of 1,558 · page 4 of 78
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