Dear All,
something that may have gone a little under the radar recently and why I believe that $NBIS (-5,26%) will soon be bringing in even more deals: Marc Boroditsky, new CRO at Nebius.
Key facts:
- 3-time founder, 20 years of experience
- Worked at Cloudflare before Nebius --> 3 months later Cloudflare was a Nebius customer. After 5 months, Microsoft followed as you know
- He was at Twilio for 7 years, is a consultant at BrowserStack and Director at Asana - all possible top customers
- As founder and CEO he was at Passlogix, which was taken over by Oracle. He therefore probably has the best contacts to $ORCL (-3,03%) .
After the news yesterday, combined with the fact that Oracle has an order volume of 455 million, 250 million of which is in the AI sector, the only question I have is when Nebius will announce a deal with Oracle.
A deal with Oracle could bring in 2-8 million, with a term of 5 years thus 10-40 million - let's remain "conservative" and take 15-20 million within 5 years.
I am still convinced of rapid growth at Nebius and perhaps one or two others will join us :)
LG Max
