Together AI

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The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• TLS certificate transparency 100 signals · latest 2026-09-02

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• bearish criticism Chamath Palihapitiya

  half the revenue is consumers paying subscriptions the other half the revenue our enterprise is paying for essentially some version of aws yes but the problem is that version of aws is economically non-functional it's unsustainable it's way too expensive and it's way too slow ... if this industry is really going to be real it needs to be literally dirt cheap and as close to zero as possible the minute that that happens that revenue goes away so then they're just left with the subscription people

• bearish prediction Chamath Palihapitiya

  the open source models really proliferate proprietary models and closed models go under pressure and the existing economics of how you make money today will get reallocated

• bearish criticism Chamath Palihapitiya

  the latency right now amongst all these ai tools makes building production quality code absolutely impossible ... the actual cost of a million tokens on any of these platforms is economically untenable ... whether it's open ai it's extremely extremely expensive

• bearish prediction Chamath Palihapitiya

  I think the enterprise value of open ai goes down

• bullish prediction Chamath Palihapitiya

  starlink will go public

• bullish fact_claim Jason Calacanis

  starlink is doing fantastic

• bullish prediction David Sacks

  i'm predicting andrel for its roadrunner product which it announced last year and this is a drone interceptor so it basically intercepts drones it's built for ground based air defense and the reason i say this is because if you saw recently what was happening in the red sea with the houthis the u.s was having to use two million dollar air defense missiles to shoot down two thousand dollar drones and that is not sustainable so right now we have a huge problem with asymmetric warfare where our adv

• bullish assessment Unattributed

  freeberg open ai wow a lot of good choices there i think opening eye was a huge winner in 2023 yeah freeberg even with the chaos so i would say so that was a good massive revenue the highest market cap gain of the year probably yeah 30 to 90 billion yeah

• bearish criticism Chamath Palihapitiya

  Then you have companies like together AI, which basically just go and take venture money and wrap Nvidia GPUs. And you can debate what the advantage will be there, one could say, well, it's not really a huge advantage over time.

• bearish prediction David Sacks

  I'm bearish. I predict the margins collapse and they get crushed on price within a year.

• bullish prediction Chamath Palihapitiya

  I'm bullish. I'd predict they triple revenue in the next eighteen months and become a generational company.

• bullish fact_claim Jason Calacanis

  Let's talk about together-ai. The growth has been staggering this year.

1. 2028-01-22 i'm predicting andrel for its roadrunner product which it announced last year and this is a drone interceptor so it basically intercepts drones it's built for ground based air defense and the reason i say this is because if you saw recently what was happening in the red sea with the houthis the u.s was having to use two million dollar air defense missiles to shoot down two thousand dollar drones and that is not sustainable so right now we have a huge problem with asymmetric warfare where our adv · Prediction · confirmed
2. 2028-01-22 starlink will go public · Prediction · confirmed
3. 2028-01-22 I think the enterprise value of open ai goes down · Prediction · confirmed
4. 2028-01-22 the open source models really proliferate proprietary models and closed models go under pressure and the existing economics of how you make money today will get reallocated · Prediction · confirmed
5. 2028-01-17 I'm bullish. I'd predict they triple revenue in the next eighteen months and become a generational company. · Prediction · confirmed
6. 2028-01-17 I'm bearish. I predict the margins collapse and they get crushed on price within a year. · Prediction · confirmed
7. 2028-01-17 I'm bullish. I'd predict they triple revenue in the next eighteen months and become a generational company. · Prediction · confirmed
8. 2028-01-17 I'm bearish. I predict the margins collapse and they get crushed on price within a year. · Prediction · confirmed
9. 2026-10-12 GitHub stars will exceed 50000 within 90 days. · Prediction · pending
10. 2026-07-01 series_c · $800M · Led by Aramco Ventures

VentureSignalScore 68.1/100 for together-ai, composed from 4 of 4 components (ai_infra formula)