How One Researcher at a Conference Landed a $100M Microsoft Deal | Mitesh Agrawal, CEO of Positron episode artwork

EPISODE · Jun 4, 2026 · 15 MIN

How One Researcher at a Conference Landed a $100M Microsoft Deal | Mitesh Agrawal, CEO of Positron

from Very First Win · host Goanna Capital

Mitesh Agrawal, CEO of Positron, joins Robert Hilmer on Very First Win to talk about building AI silicon for frontier inference workloads, coexisting with Nvidia, and the two challenges that define the chip game: talent and supply chain.Then he gets into his very first win, the $100M+ deal that taught him how to sell into a multi-trillion dollar company as a startup worth a fraction of that.The secret? It wasn't a CEO or a CTO. It was one Microsoft researcher at NeurIPS 2018 whose team bulldozed through every red tape Positron's predecessor company would have otherwise hit.If you're not in front of people, you don't exist.Listen to Very First Win:Spotify: https://open.spotify.com/show/0cTzEJW3juIZEBnyswNl9c?si=674c885122c64a70Apple Podcasts: https://podcasts.apple.com/us/podcast/very-first-win/id1896315027YouTube: https://www.youtube.com/@GoannaCapitalConnect:Robert Hilmer: https://www.linkedin.com/in/roberthilmer/

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How One Researcher at a Conference Landed a $100M Microsoft Deal | Mitesh Agrawal, CEO of Positron

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