EP.017: Time to take profits in NBIS or is it the next AWS?
In this conversation, Doug sits down with Sinan Xin, managing partner at Amber Road, to discuss the “lost art” of international investing and dive deep on Nebius ($NBIS) — a misunderstood name in the global AI infrastructure ecosystem. Sinan has followed the company since its spinout from Yandex and built a position around $25 post-relisting earlier this year. Here he explains why Nebius now represents 10% of his fund.
They unpack Nebius’ origins inside “Russia’s Google,” its transformation into a neutral global AI compute provider, and the overlooked value of its 28% stake in ClickHouse. The…
The skinny
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