🧠📈 $NBIS and the scale of what Arkady is building — the comparison people are missing
$NBIS is estimated to generate ~$5B in EBITDA by 2027.
Put that number next to history.
At its peak, Yandex generated roughly $800M in EBITDA.
That comparison alone should force a reset in how this story is framed.
Arkady isn’t rebuilding Yandex
He’s compressing decades into years.
Arkady Volozh spent ~30 years building Yandex into a dominant regional tech platform.
It was search, ads, mapping, ride-hailing, and infrastructure — all before modern AI existed.
$ NBIS is being built in a completely different era.
AI-first economics change the slope
What took Yandex decades required:
physical offices
localized sales
gradual data accumulation
regional scaling constraints
$ NBIS operates with:
AI-native products
global distribution from day one
software-driven margins
and demand pulled forward by the AI compute cycle
That’s how you get to a scenario where one company can be ~6x more profitable than Yandex ever was — in a fraction of the time.
This isn’t about nostalgia or legacy comparison
It’s about capital efficiency under AI-era conditions.
AI businesses don’t scale linearly.
They scale once infrastructure is in place and demand hits escape velocity.
If the $5B EBITDA estimate is even directionally right,
$ NBIS isn’t just a successful spinout.
It becomes one of the most profitable AI-native platforms ever built by a founder who already proved he can execute at scale.
The uncomfortable implication
Markets are used to anchoring Arkady to Yandex.
That anchor may be misleading.
This looks less like a sequel
and more like a second act with far better physics.
The real question isn’t whether $ NBIS outperforms Yandex.
It’s whether investors are still using old mental models to value a company being built under entirely new ones.
Is $ NBIS being judged as a legacy founder story —
or as a clean-sheet AI business operating at a completely different ceiling?
🔔 I focus on founder-led inflection points where AI-era economics compress time, scale, and profitability in ways markets are slow to internalize.
#NBIS #ArtificialIntelligence #ArkadyVolozh #AIInfrastructure #TechStocks #FounderLed #EBITDA #NextGenPlatforms
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