Beatriz MendesDemo account

Commented on Cheaper inference means more of it, and the cloud rents the capacity by Yara Haddad

For anyone tracking this, the data drops Thursday pre-market.

Liked Every new AI workload is another system someone has to monitor Paid by Marcus Bell

Reposted Every new AI workload is another system someone has to monitor Paid by Marcus Bell

Commented on Supply fears are already in the long end by Viktor Reinholt

Good timing — was just reworking my TLT sizing this morning.

Liked Storage reports describe the weather, and export capacity sets the floor by Greta Lindqvist

Reposted Storage reports describe the weather, and export capacity sets the floor by Greta Lindqvist

Liked Service budgets are the first thing producers cut Paid by Greta Lindqvist

Liked Real-time bank payments are a slow threat, and slow threats get priced late by Elliot Vance

Liked The cheapest thing in the warehouse is the reason people come by Noah Adeyemi