PERSON DIRECTORY
John Yetimoglu
John Yetimoglu appears in 2 indexed conversations across Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
The Inference Revolution: Groq, Nvidia and the Future of AI
Memory’s pricing power may be self-limiting: Deep Seek’s V4 reportedly compressed likely KV cache by 90%, while the proposed response is to build more memory fabs as bottlenecks attract solutions.The unresolved intelligence debate matters for AI economics, with agentic systems and self-training potentially favoring the smartest model despite humanly invisible differences.
John Yetimoglu pitches Sea Ltd at Sohn 2025
Sea combines Shopee, Garena, and SeaMoney, with roughly $120B of Shopee GMV, 55% market share, a $1.5B Garena EBITDA run rate, and SeaMoney expected to reach $1B of EBITDA this year.Shopee Express gives the platform a logistics-cost advantage at low order values, while advertising could rise from about 2% to 5% of GMV at 50% margins.Free Fire’s India relaunch, 100M preregistrations, and Free City’s Argentina launch are near-term catalysts, while Yetimoglu projects EBITDA from $4B to $12.5B over 3–5 years.