PODCAST · business
Venture with Grace
by Grace Gong
I host a top VC podcast called Smart Venture Podcast (SVPpro.com). Past guests include C-level/VPs of Google, Meta, Amazon, Sephora, Dunkin' Donuts, Chipotle, Pepsi, Instagram, Deloitte, Reddit, Lyft, etc. Managing Partners of top funds (many were featured on the Forbes Midas List) and unicorn founders (founders of Craigslist, Square, Loom, Cruise, etc.) Venture with Grace is my new spin-off series that features top LPs, GPs, solo GPs, Angel Investors, top AI founders, and other experts in tech and business to cover specific domain expertise.Watch this Live on LinkedIn/ YouTube: Grace Gong
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Paul Lee, Patlytics Co-Founder & CEO on AI, Patents and IP Strategy
Paul Lee is the CEO and Co-Founder of Patlytics, an AI-powered patent workflow platform built to help IP professionals drive innovation and strategic value through intellectual property. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Paul co-founded Patlytics with Arthur Jen, whom he first met while studying engineering at the University of Waterloo. Their shared experiences showed them how a strong IP strategy can fuel innovation and create lasting business value, leading them to build Patlytics around the mission of giving IP professionals more powerful tools to manage and maximize intellectual property.Before founding Patlytics, Paul built a career in venture capital, where he developed a deep understanding of how companies grow, how market leaders emerge, and how innovation can be cultivated within organizations. He served as a Partner and later Board Partner at Tribe Capital, and previously advised 8VC. His experience working closely with founders and technology companies gave him a perspective on the relationship between innovation, business strategy, and long-term value creation. Today, he brings that investor and operator perspective to Patlytics, where he is focused on applying AI to one of the most important but traditionally complex areas of innovation: patents and intellectual property.TopicsHow AI is transforming patent workflows, intellectual property strategy, and the way companies manage innovationBuilding Patlytics around the intersection of AI, patents, and strategic decision-making for IP professionalsFrom venture capital to building a company: lessons from investing in technology#ArtificialIntelligence #Patents #IntellectualProperty #AI #Innovation
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Ankit Jain, Infinitus CEO on AI Voice Agents in Healthcare
Ankit Jain is the Co-Founder and CEO of Infinitus, the AI company building voice agents and copilots that automate administrative workflows across healthcare. Infinitus leverages safe large language models to help healthcare organizations address workforce shortages by automating phone-based tasks, improving operational efficiency, and enabling providers to spend more time on patient care.~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Before founding Infinitus, Ankit founded Quettra, a mobile intelligence platform acquired by Similarweb, and Cuil, a search engine later acquired by Google. He also served as Director of Engineering at Google and was a founding partner at Gradient Ventures, Google's AI-focused venture fund, where he helped launch the firm's investment strategy and backed some of the industry's leading AI startups. Drawing on his experience as a founder, operator, and investor, Ankit is helping shape the next generation of AI infrastructure for healthcare through intelligent voice automation.TopicsHow AI voice agents are transforming healthcare operations and reducing administrative burdenBuilding safe, reliable AI systems for enterprise healthcareLessons from founding AI companies, building at Google, and launching Gradient Ventures#ArtificialIntelligence #Healthcare #VoiceAI #GenerativeAI #HealthTech
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George Bonaci, Ramp VP on AI-First Growth and Demand Generation
George Bonaci is the VP of Growth & Demand Generation at Ramp, where he leads growth, demand generation, and marketing strategies for one of the fastest-scaling financial technology companies. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Previously, he led Growth and Demand Generation at Gong and served as Senior Director of Growth Marketing & Campaigns at Samsara, where he helped scale ARR more than 6x while growing the growth organization through the company’s IPO and sourcing more than half of all new business. Across these roles, George has focused on finding unconventional ways to unlock growth, from building direct mail into more than 10% of Samsara’s pipeline to identifying additional upside in established channels at Gong. At Ramp, George is building an AI-first growth organization, using agents, data, and automation to transform how marketing teams execute. He has also supported AI-driven systems for launching growth campaigns across entirely new verticals, while increasing investment in events and other high-trust channels that become more valuable as AI automates traditional marketing functions.TopicsHow AI is transforming growth and demand generation through agents and automation.Lessons from scaling Samsara, Gong, and Ramp through direct mail, established channels, and new market expansionWhy human-driven marketing, events, and high-trust customer relationships become more valuable as AI automates traditional growth functions#ArtificialIntelligence #GrowthMarketing #DemandGeneration #B2B #Marketing
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Guy Marion, Chargebee CMO on AI, SaaS Growth and Customer Retention
Guy Marion is the Chief Marketing Officer at Chargebee, where he leads global marketing and growth across product marketing, digital, account-based marketing, field marketing, communications, brand, BDR, and operations. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Chargebee is a leading billing and monetization platform helping B2B and D2C companies launch and scale usage-based, hybrid, and credit-based business models. Guy has also led the company's retention business, Chargebee Retention, following its acquisition of Brightback, the customer retention company he founded and led as CEO. Before founding Brightback, Guy built a career focused on SaaS growth, customer retention, and revenue. As CEO of Brightback, he built an automated customer retention platform designed to help subscription businesses increase customer lifetime value. Following its acquisition by Chargebee in 2022, he led the integration of the business across product, engineering, sales, and go-to-market. Today, Guy brings that operator experience to Chargebee, where he is focused on rethinking how SaaS companies approach growth, monetization, and retention in an increasingly AI-driven market.TopicsHow AI Is Reshaping SaaS Marketing, Growth, and Go-to-Market StrategyBuilding Retention-Driven SaaS Businesses and Increasing Customer Lifetime ValueLessons from Founding Brightback, Scaling Chargebee, and Leading AI-First Marketing#ArtificialIntelligence #SaaS #CustomerRetention #B2B #Growth
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Ashish Kakran & Umesh Padval, Seligman Ventures MPs on AI Investing
Ashish Kakran and Umesh Padval are Managing Partners at Seligman Ventures, an early-stage venture firm investing from Seed to pre-IPO across AI infrastructure, cloud computing, cybersecurity, and modern data center technologies. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Together, they have backed category-defining companies including Cohere, Harness, Isovalent (acquired by Cisco), Opaque Systems, SambaNova, Cognichip, Eliyan, and Smallest.ai, partnering with technical founders building the next generation of enterprise infrastructure. Ashish brings deep technical and product expertise, having begun his career as a software engineer building cloud applications before becoming a product manager at AppNeta. Previously a Partner at Sierra Ventures and Thomvest Ventures, he has earned recognition as one of venture capital's rising stars for his founder-first approach and investments in leading AI and cloud infrastructure companies. Umesh brings more than 35 years of operating, executive, and board experience, including serving as CEO of C-Cube Microsystems before its acquisition by LSI Logic and nearly two decades as a venture investor at Bessemer Venture Partners and Thomvest Ventures. Together, they combine extensive operating experience, technical depth, and long-term investing expertise to help founders build enduring companies shaping the future of AI, cloud infrastructure, semiconductors, and enterprise technology.TopicsInvesting in the AI infrastructure stack: where the next generation of billion-dollar companies will be builtWhat technical founders need to know about building and scaling category-defining enterprise startupsThe future of AI, cloud infrastructure, cybersecurity, and modern data centers#ArtificialIntelligence #VentureCapital #AIInfrastructure #CloudComputing #Cybersecurity
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AI4 Panel: How AI Startups and VCs Are Building the Future of Industry
At AI4 in Las Vegas, Grace Gong moderates a conversation with Michael Montano, Partner at True Ventures, and Shan Reddy, Founder of Aristotle, exploring the forces shaping the next generation of AI companies. The discussion covers the state of AI funding, how AI is changing venture investing and startup building, the resurgence of consumer AI, building defensible moats as model companies move into new markets, and what the rise of AI agents means for the future of teams and work.The conversation examines where durable value will come from as AI becomes capable of doing more, and what founders and investors should be thinking about as the technology continues to reshape entire industries.#ai4 #ai #VC #startups #founders
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Marshall Choy, Rebellions CBO on AI Chips and Sovereign AI Infra
Marshall Choy is the Chief Business Officer at Rebellions, an AI semiconductor company building energy-efficient AI chips and infrastructure for large-scale inference. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~He leads the company's global business operations, including product management, sales, business development, strategic partnerships, marketing, and field engineering, helping accelerate the adoption of next-generation AI hardware and software for enterprise and sovereign AI deployments. He brings decades of leadership experience spanning AI, semiconductors, cloud computing, high-performance computing, and enterprise infrastructure. Throughout his career, he has led product strategy, go-to-market execution, customer success, and technical organizations, with deep expertise in generative AI, agentic AI, deep learning, and data center technologies. At Rebellions, he is focused on delivering high-performance, energy-efficient AI infrastructure that enables organizations to deploy frontier and reasoning models at scale while advancing the global shift toward sovereign AI and next-generation computing.TopicsThe future of AI chips: building energy-efficient infrastructure for large-scale AI inferenceSovereign AI: why nations and enterprises are investing in their own AI infrastructureScaling AI from silicon to software: lessons in product strategy, go-to-market, and enterprise adoption#ArtificialIntelligence #AIInfrastructure #Semiconductors #SovereignAI #DataCenters
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Rocky Yu, AGI House Founder & CEO on Building AGI Startup Ecosystem
Rocky Yu is the Founder and CEO of AGI House, a community and builder ecosystem focused on accelerating the development of artificial general intelligence by bringing together AI founders and researchers.~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~ He is also a Founding Partner at AGI House Ventures, where he invests in ambitious AI-native founders building infrastructure and applications at the frontier of artificial intelligence. Through AGI House, he has built a “startup factory” model designed to help design, launch, and scale next-generation AI companies. Prior to AGI House, Rocky founded Piki, an AR and AI-powered interactive storytelling platform. He is focused on building and investing in systems that accelerate humanity’s transition to AGI.TopicsBuilding AI-native founder ecosystems and “startup factory” modelsHow hacker houses and research communities are shaping the next wave of AI companiesInvesting in AGI-adjacent infrastructure and applications at the frontier of AI#ArtificialIntelligence #AGI #Startups #AIInfrastructure #FutureOfWork
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Eric Nguyen, Radical Numerics CEO on AI for Biological Intelligence
Eric Nguyen is the Co-Founder and CEO of Radical Numerics, an AI research lab building general biological intelligence—next-generation foundation models that can reason across DNA, RNA, proteins, and other biological data to accelerate breakthroughs in healthcare, biotechnology, and biosecurity. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~The company launched with $50 million in seed funding led by Emergence Capital and is pioneering multimodal AI systems capable of reading, writing, and designing biology while embedding safety and biosecurity into the foundation of its models. Before founding Radical Numerics, Eric earned his Ph.D. in Bioengineering and AI from Stanford University, where he helped pioneer the emerging field of generative genomics. He and his team created Evo, the first large language model capable of generating DNA at scale and one of the largest open-source biological AI projects ever released, followed by Evo 2, which advanced AI's ability to model and engineer biological systems. Today, Radical Numerics is applying these advances to cancer diagnostics, drug discovery, and next-generation therapeutics while developing AI systems that can identify AI-generated pathogens and strengthen global biodefense. Eric's work sits at the intersection of frontier AI, biology, and responsible innovation, helping define how artificial intelligence will transform the life sciences.TopicsThe future of AI in biology: building foundation models that can read, write, and design living systemsFrom generative genomics to general biological intelligence: how multimodal AI will transform drug discovery, diagnostics, and healthcareBuilding frontier AI responsibly: balancing scientific breakthroughs, biosecurity, and the safe development of biological intelligence#ArtificialIntelligence #Biotech #HealthcareAI #GenerativeAI #LifeSciences
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Ariel Shulman, Bright Data CPO on AI Agents and the Future of Web Data
Ariel Shulman is the Chief Product Officer at Bright Data, the world's leading web data infrastructure company for AI and business intelligence. He leads the company's AI-integrated product strategy, driving innovation in web data infrastructure, AI agents, and enterprise solutions that enable organizations to access high-quality public web data at scale for training, inference, and decision-making.Before becoming CPO, Ariel served as Bright Data's VP of Corporate Development, leading strategic partnerships and M&A initiatives that helped accelerate the company's growth. Earlier in his career, he was CEO of EyeContact.IM and Hola Spark, where he developed products that transformed video engagement and monetization for global publishers including Fox, Sky Sports, RTL, Condé Nast, and The Independent. He also led business development at Hola, helping scale next-generation video delivery technologies. With deep expertise spanning AI, internet infrastructure, networking, business strategy, and product leadership, Ariel has built and scaled technology platforms that power enterprise innovation across global markets.TopicsWhy high-quality web data is the foundation of AI agents, large language models, and enterprise intelligenceBuilding AI products at scale: lessons from leading product strategy, partnerships, and innovation across global technology companiesThe future of AI infrastructure: how web data, automation, and intelligent agents are reshaping enterprise software#ArtificialIntelligence #AIInfrastructure #WebData #AIAgents #ProductManagement
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Ali Dasdan, Dropbox CTO on Scaling AI Infra & Engineering Leadership
Ali Dasdan is the Chief Technology Officer at Dropbox, where he leads the company's technology strategy, AI initiatives, and engineering organization serving more than 700 million users on an exabyte-scale platform.~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~ Before joining Dropbox, Ali served as CTO at ZoomInfo, where he helped build AI-powered search, chat, and developer productivity products. He has also held engineering leadership roles at Atlassian, eBay, Yahoo, Tesco, Turn, Vida, and Poynt, bringing more than 25 years of experience scaling global engineering organizations and mission-critical platforms across enterprise software, cloud infrastructure, search, and AI. A five-time CTO, Ali is known for his "6P Framework" for scaling technology organizations—People, Passion, Productivity, Platform, Product, and Process—which he has used to transform engineering teams, accelerate product development, and improve organizational performance. His work spans nearly three decades of artificial intelligence, from early neural network research to modern machine learning systems, AI-powered search, developer productivity, and large language models. Ali is also a prolific inventor, holding more than 45 U.S. patents and over 5,000 academic citations. He earned his Ph.D. in Computer Science from the University of Illinois Urbana-Champaign.TopicsLeading AI strategy at Dropbox: building AI products and infrastructure for hundreds of millions of usersThe 6P framework: how great engineering organizations scale people, platforms, productivity, and innovation togetherLessons from 25+ years of AI leadership across Dropbox, ZoomInfo, Atlassian, Yahoo, eBay, and beyond#ArtificialIntelligence #EngineeringLeadership #Dropbox #EnterpriseAI #CTO
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Rong Yan, HeyGen CTO on AI Video and Visual Storytelling
Rong Yan is the Chief Technology Officer at HeyGen, the AI video platform making visual storytelling accessible to everyone. He leads the company's engineering and AI strategy as HeyGen builds generative AI tools that enable businesses and creators to produce studio-quality videos, AI avatars, and multilingual content at scale. Before joining HeyGen, Rong served as Vice President of Engineering at HubSpot, where he led the Data Intelligence and Automation organization, building AI-powered CRM products and intelligent business automation tools. Earlier, he was CTO of Verishop and spent more than five years at Snapchat, leading product engineering for core experiences including Camera, Messaging, Stories, Discover, Memories, and Identity across an organization of more than 250 engineers. He also held engineering leadership roles at Square and Facebook, giving him deep experience scaling consumer platforms, AI systems, and enterprise software. Rong earned his Ph.D. and M.S. in Computer Science from Carnegie Mellon University and is a prolific AI researcher with more than 60 publications and 35 patents spanning machine learning, computer vision, multimedia analysis, and large-scale data mining.TopicsThe future of AI video: how generative AI is transforming visual storytelling, content creation, and digital communicationBuilding AI products at global scale: lessons from HeyGen, HubSpot, Snapchat, Facebook, and SquareFrom computer vision to generative AI: applying decades of AI research to build the next generation of creative tools#ArtificialIntelligence #GenerativeAI #AIVideo #ComputerVision #Engineering
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Chris Farmer, SignalFire Founder & CEO on AI-Native Venture Capital
Chris Farmer is the Founder and CEO of SignalFire, one of Silicon Valley's leading venture capital firms built around proprietary data and AI.~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Since founding the firm in 2013, he has pioneered a data-driven approach to venture investing, backing category-defining companies across enterprise software, AI, infrastructure, and consumer technology. SignalFire combines machine learning, proprietary talent data, and operational support to help founders build and scale high-growth companies. Before launching SignalFire, Chris was a Venture Partner at General Catalyst, where he established the firm's California office and led early investments in companies including Stripe, Coinbase, Discord, Fivetran, Zapier, Venmo, ClassDojo, and Alation. Earlier, he was a Vice President at Bessemer Venture Partners, a consultant at Bain & Company, and a successful entrepreneur who led the turnaround of SkyBitz into a profitable SaaS business that was later acquired. Chris has also published research on venture capital in Harvard Business Review and other leading journals, bringing decades of experience at the intersection of technology, entrepreneurship, and investing.TopicsHow AI is transforming venture capital: building a data-driven investment firm for the next generation of startupsLessons from backing Stripe, Coinbase, Discord, and other category-defining companies at the earliest stagesWhat founders need to build AI-native companies that scale from seed stage to market leadership#ArtificialIntelligence #VentureCapital #Startups #AI #Entrepreneurship
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William Sun, Auctor CEO on AI for Software Implementations
William Sun is the Co-Founder and CEO of Auctor AI, the AI-native system of action for the entire software implementation lifecycle. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Auctor helps systems integrators and ISV professional services teams automate discovery, design, delivery, and deployment, enabling faster implementations, greater efficiency, and more predictable outcomes. Teams can manage the full implementation lifecycle on a single platform, from pre-sales and discovery through go-live. The company recently raised $20 million led by Sequoia Capital, with participation from M12, HubSpot Ventures, Workday Ventures, Y Combinator, and others, and works with partners across major enterprise ecosystems including ServiceNow, SAP, Oracle, Salesforce, AWS, HubSpot, Atlassian, and OneStream. He is building an AI orchestration layer to modernize one of enterprise software's largest and most complex markets: software implementation and delivery.TopicsWhat a "frictionless" future in enterprise software implementation look like?How Auctor stand apart from companies: The "Niche & Deep" strategy.The "secret sauce" in an AI-driven implementation process.#EnterpriseSoftware #SoftwareImplementation #AIAgents #DigitalTransformation #Consulting
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Jerry Shu, Daylit Co-Founder & CTO on AI for Enterprise Finance
Jerry Shu is the Co-Founder and CTO of Daylit (formerly Lendica), an AI platform building autonomous finance agents that help enterprises automate accounts receivable, improve cash flow visibility, and streamline working capital management. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Daylit's AI agents enable finance teams to reduce manual collections, monitor aging receivables, and generate real-time financial intelligence to improve business performance. Before founding Daylit, Jerry co-founded Manticor and worked as a Quantitative Research Associate at J.P. Morgan, where he developed algorithmic indices and pricing models for equity derivatives. His background combines deep expertise in quantitative finance, machine learning, and enterprise software, giving him a unique perspective on applying AI to one of the largest untapped opportunities in business operations. Jerry holds a Master's in Finance from the MIT Sloan School of Management and a Bachelor's degree in Quantitative Finance and Risk Management from the City University of Hong Kong.TopicsHow autonomous AI agents are transforming accounts receivable, cash flow management, and enterprise finance operationsApplying quantitative finance and AI to modernize the office of the CFO and unlock working capitalBuilding AI-native financial infrastructure: lessons from quantitative trading, enterprise software, and startup leadership#ArtificialIntelligence #FinTech #EnterpriseAI #Finance #Startups
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Frank Petterson, Uniphore CTPO on Enterprise AI and Product Leadership
Frank Petterson is the Chief Technology and Product Officer (CTPO) at Uniphore, where he leads the company’s global product, engineering and AI groups. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~He brings over 20 years of experience building high-performing organizations across diverse software disciplines. Prior to joining Uniphore, Frank served as head of Engineering at Meta Platforms, where he led the Business Growth and Platform organization. He also served as CTO at AliveCor, directing the development of clinically validated mobile ECG solutions. Frank has held technical leadership roles at Google & YouTube, building Hangouts, YouTube Live and YouTube Gaming, and at Industrial Light & Magic as Production Technology Supervisor for feature films, including winning an Academy Award. Frank holds a Ph.D. in Computer Science from Stanford University and a B.S. in Computer Science from Rice University.Building enterprise ai products at scale: lessons from meta, google, and uniphoreWhat it takes to lead world-class product and engineering organizations through multiple technology waves-From consumer platforms to enterprise ai: designing ai products that deliver real business value#ArtificialIntelligence #EnterpriseAI #ProductLeadership #EngineeringLeadership #Technology
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Jason Goodison, General Compute CTO on the Future of AI Inference
Jason Goodison is the Co-Founder and CTO of General Compute, an AI infrastructure company building one of the fastest inference clouds by leveraging alternatives to traditional GPUs to dramatically reduce latency and cost for AI workloads. The company is developing next-generation infrastructure that enables developers and enterprises to run large language models more efficiently at scale. Before founding General Compute, Jason launched SuperCall, where he built ultra-low-latency Voice AI agents for enterprises and scaled the company to $50,000 in monthly recurring revenue as a solo founder. He previously founded Pair AI, a Y Combinator-backed startup (W23), and spent more than three years as a Senior Software Engineer at Microsoft, where he helped build the distributed system responsible for compiling thousands of Windows builds every day. A Computer Science graduate of the University of Waterloo, Jason is also a prominent engineering educator who has helped thousands of software engineers through his technical content and developer community.TopicsWhy AI Inference Is the Next Major Battleground: Building Faster, More Cost-Efficient Infrastructure Beyond Traditional GPUsLessons from Building Multiple AI Startups: Scaling Products from Zero to Revenue as a Technical FounderThe Future of AI Infrastructure: How Developers Can Optimize Performance, Latency, and Cost for Large Language Models#ArtificialIntelligence #AIInfrastructure #LLM #Startups #Engineering
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578
Sue Xu, Amino Capital Managing Partner on Data Moat Investing
Sue Xu, Ph.D. is Managing Partner at Amino Capital, an early-stage venture firm in Palo Alto investing across AI, SaaS, consumer, Web3, and frontier technologies with a core focus on data moats and network effects. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Since joining in 2012, she has led investments in 300+ startups from seed to Series A, helping build ~20 unicorns and 45+ companies valued over $100M, including Chime, Rippling, Webflow, Replit, and Grail (acquired by Illumina). A former Stanford medical researcher and founding scientist on multiple biotech spin-offs, she holds three patents and 20+ publications, and began her career building lab-based biotech ventures. Beyond investing, she has spoken at the UN General Assembly on AI and human impact, and regularly teaches and lectures on entrepreneurship, data systems, and global innovation.TopicsWhat actually creates “data moat” companies in AI and SaaSFrom Stanford lab spin-offs to unicorn outcomes: patterns that repeatAI unicorn readiness with network effects at 300+ investment scale#VentureCapital #Startups #DeepTech #SaaS #Entrepreneurship
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577
Andrew Dai, Elorian AI CEO on the Future of Multimodal Intelligence
Andrew Dai is the Co-Founder and CEO of Elorian AI, a startup building next-generation multimodal foundation models designed to reason across text, images, video, and audio. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~The company emerged from stealth with one of the largest AI pre-seed rounds on record, raising $55 million from investors including Menlo Ventures, Altimeter, Jeff Dean, and Striker Venture Partners to develop AI systems capable of advancing visual reasoning for robotics, automotive, architecture, and other real-world applications. Before founding Elorian AI, Andrew spent nearly 14 years at Google Brain and Google DeepMind, where he helped build many of Google's most important AI systems. He served as co-lead for the Gemini data organization and synthetic data initiatives, co-led modeling for Google's Search Generative Experience, led PaLM 2 pretraining, co-led the GLaM Mixture-of-Experts language model, and previously led Google Health's electronic health record research. His earlier work on language model pretraining, Smart Reply, and Smart Compose helped lay the foundation for today's large language models. Andrew holds a Ph.D. in Machine Learning from the University of Edinburgh.TopicsWhy multimodal intelligence is the next major frontier beyond large language modelsLessons from building gemini, palm 2, and google's ai stack before launching elorian aiHow synthetic data, visual reasoning, and foundation models will shape the next generation of ai applications#ArtificialIntelligence #MultimodalAI #LLM #MachineLearning #Startups
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576
Alisa Cohn, Executive Coach on Scaling Leaders from Startup to CEO
Alisa Cohn is an executive coach, bestselling author, and one of the world's leading leadership coaches. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~She has coached C-suite executives at high-growth startups including Venmo, Etsy, DraftKings, The Wirecutter, and Mack Weldon, as well as Fortune 500 leaders at Microsoft, Google, IBM, Dell, Pfizer, Calvin Klein, and The New York Times. Recognized as one of the Top 50 Coaches in the World by Thinkers50 and the #1 Startup Coach by Global Gurus for four consecutive years, Alisa helps founders and executives navigate the transition from startup operator to world-class leader. Before becoming an executive coach, Alisa built her business expertise through leadership roles as a CFO and General Manager at early-stage companies. She is the author of the award-winning book From Start-up to Grown-up, host of the podcast of the same name, executive coach for Cornell Tech's startup incubator, and a frequent contributor to Harvard Business Review, Forbes, and Fast Company.TopicsHow founders successfully transition from startup builder to scalable ceo without becoming the bottleneckThe leadership habits that separate great executives from great operators as companies scaleCoaching high-performance leaders through difficult conversations, executive presence, and organizational growth#Leadership #ExecutiveCoaching #Startups #Entrepreneurship #Management
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Swaroop Jagadish & Shirshanka Das, DataHub Co-Founders on Data Infra
Swaroop Jagadish is the Co-Founder and CEO, and Shirshanka Das is the Co-Founder and CTO of DataHub, an enterprise metadata and AI context platform helping organizations build trusted data foundations for humans and AI agents. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Founded in 2021, DataHub commercializes the open-source DataHub project originally created at LinkedIn and has raised more than $30 million while serving customers including PayPal, Notion, and Zendesk. Before DataHub, Swaroop spent over six years at Airbnb, where he led the Data Platform and Search Infrastructure teams, building the foundation for data-informed decision making and leading the development of widely adopted open-source projects including Apache Airflow and Apache Superset, as well as Airbnb's Dataportal, Knowledge Graph, and search infrastructure. Earlier, he built distributed database systems at LinkedIn and ad-serving infrastructure at Yahoo. Shirshanka previously spent a decade at LinkedIn as the architect for Big Data, where he led the company's metadata and data management strategy, created the open-source DataHub project, architected LinkedIn's GDPR data platform, and served as a PMC member and committer for Apache Gobblin. Before LinkedIn, he built high-performance serving systems at Yahoo and PayPal. Together, the two founders are applying decades of experience building data infrastructure at global technology companies to create the context layer that enables trustworthy, governed AI across the enterprise.TopicsWhy Enterprise AI Needs a Trusted Context Layer: Building the Metadata Foundation That Makes AI Agents Reliable and GovernedLessons from Building Data Infrastructure at Airbnb and LinkedIn: Scaling Data Platforms, Search, Governance, and Open SourceFrom Internal Infrastructure to Industry Standard: Turning DataHub into the Enterprise Platform for AI-Ready Data Management#ArtificialIntelligence #EnterpriseAI #DataInfrastructure #DataEngineering #OpenSource
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Kobie Fuller, Upfront Ventures Partner on LA Tech & AI-First SaaS
Kobie Fuller is a Partner at Upfront Ventures, where he invests in AI-first enterprise software, marketing technology, retail enablement, and frontier technologies. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Since joining the firm in 2016, he has backed companies across SaaS, AI, AR/VR, and enterprise infrastructure while helping strengthen Southern California's startup ecosystem. Prior to Upfront, Kobie was an investor at Accel, where he worked on investments including Campaign Monitor, UserTesting, AdRoll, and Invoca. Earlier, he served as Chief Marketing Officer at REVOLVE, one of the world's leading fashion e-commerce companies, and helped found OpenView Venture Partners after beginning his investing career at Insight Venture Partners, where he sourced early investments including ExactTarget (acquired by Salesforce for $2.5 billion) and Instructure (NYSE: INST). Beyond investing, Kobie co-founded Valence, a professional community for Black leaders in technology, and is known for applying elite athletic performance principles, product-building experience, and AI-first thinking to founder coaching and venture investing. He holds an A.B. in Economics from Harvard University.TopicsWhy the Next Generation of AI Companies Will Win Through Product-Led Growth, Network Effects, and Community Rather Than Traditional Enterprise SalesApplying Elite Athlete Performance Psychology and Mental Frameworks to Building Resilient Founders and Venture-Scale CompaniesInvesting in AI-First Enterprise Software: What Separates Enduring Platforms from Short-Lived AI Hype#ArtificialIntelligence #VentureCapital #ProductLedGrowth #Startups #EnterpriseAI
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Junchen Jiang, Tensormesh CEO on Faster, Cheaper LLM Inference
Junchen Jiang is the Co-Founder and CEO of Tensormesh, an AI infrastructure company building the first commercial platform for KV cache-accelerated LLM inference. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Built on years of research at the University of Chicago, UC Berkeley, and Carnegie Mellon, Tensormesh helps organizations reduce AI inference latency and GPU costs by up to 10x while keeping models and data on their own infrastructure. The company emerged from stealth with $4.5 million in seed funding led by Laude Ventures. Junchen is also an Associate Professor of Computer Science at the University of Chicago, where he leads research on large-scale AI systems and co-created LMCache and CacheBlend—breakthrough technologies that have become foundational components of modern LLM infrastructure. His work earned the ACM EuroSys 2025 Best Paper Award and has been adopted by organizations including Bloomberg, Red Hat, Redis, WEKA, and Tencent. He is also a recipient of the Google Faculty Award and the Carnegie Mellon Best Computer Science Ph.D. Dissertation Award.TopicsWhy LLM Inference, Not Training, Is Becoming the Biggest Bottleneck in Enterprise AIHow KV Cache Optimization Can Reduce AI Latency and GPU Costs by Up to 10xBuilding the Next Generation of Open-Source AI Infrastructure: From LMCache Research to Tensormesh#ArtificialIntelligence #LLM #AIInfrastructure #MachineLearning #Startups
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Chi Zhang, Kite AI Co-Founder & CEO on Building Agentic Internet
Chi Zhang is the Co-Founder and CEO of Kite AI, a purpose-built decentralized infrastructure platform creating programmable trust, identity, and payment rails for AI agents. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Kite AI is building the foundational Layer-1 infrastructure for the Agentic Internet, enabling autonomous AI agents to securely transact, collaborate, and exchange value through innovations like Proof of AI, cryptographic agent identity, and machine-native payment systems. The company has raised over $33 million from investors including PayPal Ventures, General Catalyst, Coinbase Ventures, and SBI Group. Prior to Kite AI, Chi co-founded ZettaBlock, led data engineering product development at Databricks, and was a founding AI leader at dotData. She holds a Ph.D. in Statistics specializing in Machine Learning and AI and an M.A. in Economics from UC Berkeley. A Forbes 30 Under 30 honoree, she also mentors founders through StartX.TopicsWhy AI Agents Need Their Own Identity, Payment, and Trust Infrastructure to Power the Agentic InternetBuilding the Foundational Layer for Machine-to-Machine Commerce and Autonomous AI EconomiesLessons From Scaling AI Products at Databricks to Building a Layer-1 Blockchain for the Next Generation of AI Applications#ArtificialIntelligence #AgenticAI #Blockchain #Web3 #Startups
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Anvisha Pai, Moda CEO on AI Design Assets Eliminating "AI Slop"
Anvisha Pai is the Founder and CEO of Moda (operated by Nullframe), an AI-powered design platform that helps go-to-market teams create fully editable, brand-aligned assets including presentations, social media content, ads, and marketing materials. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Backed by General Catalyst and Pear, Moda acts as an AI design partner that learns a company's visual identity to generate high-quality creative work on an editable canvas. Prior to Moda, Anvisha co-founded Dover, an AI recruiting platform where she served as CTO and Chief Product Officer, helping the company raise $23 million from Founders Fund, Tiger Global, and Y Combinator. Earlier in her career, she was a co-founder at Slab, a founding engineer at Rep, and a Product Manager at Dropbox, where she worked on core sharing and collaboration products. An MIT graduate, Anvisha has spent her career building AI-powered products that combine exceptional user experience with practical enterprise applications.TopicsWhy the Next Generation of AI Creative Tools Needs Taste, Memory, and Brand Context Instead of Generic Content GenerationLessons From Building and Scaling Multiple AI Startups, From Recruiting Automation at Dover to AI Design at ModaDesigning AI Products That Creative and Go-to-Market Teams Actually Want to Use Every Day#ArtificialIntelligence #DesignAI #GenerativeAI #Startups #ProductDesign
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Kris Billmaier, Salesforce EVP & GM Sales Cloud on Agentic AI
Kris Billmaier is Executive Vice President and General Manager of Sales Cloud and Growth Products at Salesforce, where he leads the product strategy and vision for Sales Cloud, Starter Suite, Pro Suite, Salesforce Foundations, and Agentforce.~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~ He is responsible for driving product-led growth and helping organizations adopt AI-powered sales workflows that transform how businesses acquire, engage, and serve customers. With more than 15 years of experience in product management, business development, and corporate strategy, Kris has built and launched products across enterprise software, office productivity, search, and emerging technologies. Before leading Sales Cloud, he held several executive leadership roles at Salesforce spanning growth products, strategic technology partnerships, and business development. Prior to Salesforce, Kris spent nearly eight years at Microsoft leading business development, strategic partnerships, and product initiatives for Microsoft 365 and Office 365. Throughout his career, he has negotiated strategic partnerships with industry leaders including Apple, Amazon, Microsoft, and Meta, while also founding and scaling his own startup, giving him a unique perspective on building products from startup to enterprise scale.TopicsHow Agentic AI Is Transforming Sales Organizations and the Future of Enterprise CRMBuilding AI Products That Drive Product-Led Growth from Startups to Global EnterprisesThe Next Generation of Sales Technology: Unifying Data, Automation, and AI to Accelerate Revenue Growth#ArtificialIntelligence #Salesforce #EnterpriseSoftware #SalesTech #ProductManagement
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Evaline Tsai, Gigascale Partner on Deep Tech and Climate Breakthroughs
Evaline Tsai, Ph.D. is a Partner at Gigascale, where she invests in breakthrough climate and deep technology companies, combining scientific rigor with founder empathy to help technical founders commercialize transformative innovations. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~She serves as a Board Observer for Gigascale portfolio companies including Cocoon, Dioxycle, Pasture Biosciences, Skouria, Terradot, and Vor Systems, and is known for her thesis-driven approach to evaluating how frontier science can scale into enduring businesses. Previously, Evaline was an investor at Fine Structure Ventures, where she backed companies including Commonwealth Fusion Systems and Phytoform, and completed a fellowship at Costanoa Ventures. Before venture capital, she founded Cambridge Cancer Genomics, a Y Combinator-backed healthcare startup, and later became the first Product Manager for AI and Machine Learning at Samsara, earning four patents during her tenure. Evaline is a Kauffman Fellow, was named a Business Insider Rising Star of Venture Capital in 2023, and holds a Ph.D. in Chemical Engineering and Biotechnology from the University of Cambridge and a B.S.E. from Princeton University.TopicsHow Venture Capitalists Identify Breakthrough Science Before It Becomes a Billion-Dollar CompanyTurning Frontier Research into Venture-Scale Startups: What First-Time Technical Founders Need to KnowThe Future of Climate Tech, AI, and Industrial Innovation Through the Lens of a Deep Tech Investor#DeepTech #ClimateTech #VentureCapital #ArtificialIntelligence #Startups
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Randall Hom, Hostie Co-Founder & CEO on AI for Restaurant Hospitality
Randall Hom is the Co-Founder and CEO of Hostie.Disclosure: Grace is an investor in Hostie. Hostie is an AI-powered guest communications platform that helps restaurants automate phone calls, texts, emails, and reservations while delivering a more seamless hospitality experience. Hostie integrates directly with reservation and point-of-sale systems, enabling restaurants to automate more than 80% of routine guest inquiries without sacrificing service quality. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~The company has raised over $16 million in funding, including a $4 million Seed round led by Gradient Ventures and a $12 million Series A. Before founding Hostie, Randall spent nearly a decade as a product designer at leading technology companies including Instacart, Flexport, and BetterWorks. He also co-founded and operated Back to Back, a San Francisco restaurant, where firsthand experience running daily operations inspired him to build AI tools purpose-built for the hospitality industry. By combining deep product expertise with real-world restaurant experience, Randall is redefining how AI enhances—not replaces—hospitality.TopicsHow AI Is Transforming Restaurant Operations Without Replacing Human HospitalityBuilding AI Products from Firsthand Industry Experience: Lessons from Running a RestaurantWhy the Future of Hospitality Depends on Better Guest Communication, Automation, and Operational Efficiency#ArtificialIntelligence #Hospitality #Restaurants #Startups #CustomerExperience
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567
Brett Liu, Sixty Degree Capital VC on Cybersecurity and AI Infra
Brett is a VC at Sixty Degree Capital, a leading VC firm that invests in North American early to growth stage companies in the software innovation and digital infrastructure sectors. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~He has over a decade of investment experience in the technology innovation and investment space, and holds the prestigious Chartered Financial Analyst (CFA) credential. With a strong financial background and domain expertise in energy material development and applications, Brett has managed M&A deals worth over $1 billion in total transaction size, and holds multiple patents in renewable energy fields. He also has extensive experience in evaluating market trends, conducting due diligence, and identifying disruptive technologies in areas such as cloud infra, devops, cybersecurity, AI/ML and climatetech. Some of his recent deals include Paperspace (Exited), Lime, Cato Network, Aqua Security, Arctic Wolf, Docker, Navan, Rafay, Datagrail, and Pragma. He also leads the sector research and contributes to the thesis building at Sixty Degree Capital. Brett is passionate about supporting visionary entrepreneurs and building a more sustainable and secure digital future.TopicsHow Venture Investors Identify the Next Generation of AI, Cybersecurity, and Infrastructure StartupsWhy AI Security, Cloud Infrastructure, and Developer Platforms Are Defining the Next Decade of Enterprise TechnologyFrom Operator to Investor: What Founders Need to Know to Build Companies That Win Enterprise Customers#ArtificialIntelligence #Cybersecurity #CloudComputing #VentureCapital #EnterpriseSoftware
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Paul Lam, Bot Auto Chief Strategy Officer on Autonomous Trucking
Paul Lam is the Chief Strategy Officer and Head of Finance at Bot Auto, where he leads strategy, finance, HR, and administration for the company's Level 4 autonomous trucking business. Since joining, he has helped lead strategic initiatives and fundraising, contributing to over $60 million in capital raised. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Prior to Bot Auto, Paul led corporate development and strategy at TuSimple and spent nearly five years at the Asian Infrastructure Investment Bank (AIIB), where he led digital infrastructure strategy, co-authored the G20 InfraTech Blueprint and Stocktake, and executed more than $650 million in principal equity and debt investments. His career also includes roles at British International Investment, the World Bank Group, and UBS, where he advised over $2 billion in M&A transactions. Paul has also served as a board member of the UK Digital Twin Hub and on the World Economic Forum's Global Digital Twin Cities advisory committee. He holds a degree from the University of Cambridge and completed executive education at MIT Sloan.TopicsFrom Infrastructure Investing to AI Startups: Scaling Capital-Intensive InnovationThe $650m equity/debt investments playbook for autonomous vehicles and infrastructureBuilding the Business Behind Autonomous Trucking at Scale#AutonomousVehicles #ArtificialIntelligence #Logistics #Infrastructure #VentureCapital
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565
Lena Stocker, VC from DTCP Growth on European B2B Software Investing
Lena Stocker is an associate at DTCP Growth, where she focuses on growth-stage technology investments across Europe, with a particular emphasis on the DACH region and the Nordics. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~She has backed leading AI and enterprise software companies including Groq, Cohere, Quantum Systems, Dash0, Cognigy, Dexory, Neo4j, Zenity, and Resistant AI, while also supporting category leaders such as LeanIX, Signavio, and Pipedrive. Prior to DTCP, Lena was an investor at Northzone, worked as a Strategy Consultant at BCG, and gained venture investing experience at Redstone. She holds a CEMS Master in Management and MSc from HEC Paris and Copenhagen Business School, along with a bachelor's degree from WU Vienna University of Economics and Business and Singapore Management University.TopicsInvesting in Europe's next generation of AI and enterprise software companiesThe journey investing in neo4j graph database and Cohere enterprise AIBuilding category-defining startups across the DACH region and the Nordics#VentureCapital #GrowthEquity #ArtificialIntelligence #EnterpriseSoftware #Startups
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Kai Mak, Together AI CRO on Scaling Enterprise AI Adoption
Kai Mak is the Chief Revenue Officer at Together AI, where he leads the company's global go-to-market organization as enterprises and AI-native companies increasingly rely on the platform for the full generative AI lifecycle. Before joining Together AI, Kai was SVP of Global Sales and Customer Success at Webflow, where he led both product-led growth and enterprise sales, helping scale the company's revenue 10x while also serving as interim CMO and leading global customer support. Earlier in his career, he held sales leadership roles at Zeplin, Microsoft, and Xamarin, building enterprise go-to-market teams for developer and cloud infrastructure platforms. Kai brings deep expertise in scaling revenue organizations at pivotal moments of growth across enterprise software and AI.TopicsPowering the Enterprise Evolution From RAG to Intelligent AgentsExploring the GTM playbook for AI-native companies and enterprisesWhat It Takes to Turn AI Innovation into Sustainable Revenue Growth#ArtificialIntelligence #EnterpriseAI #GoToMarket #SalesLeadership #Startups
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Niklas Lindgren, Endra CEO on Rebuilding MEP Engineering with AI
Niklas Lindgren is the Co-Founder and CEO of Endra, an AI-native platform purpose-built for MEP (mechanical, electrical, and plumbing) engineering. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Backed by Andreessen Horowitz (a16z), Endra uses artificial intelligence, simulation, and computational geometry to automate the creation of 3D and 2D models, device placement, conduit routing, and compliance-ready documentation, transforming traditionally manual engineering workflows. The company has raised $75 million in just 13 months, including a $50 million Series A led by a16z, and is working with leading engineering firms such as AtkinsRéalis, Buro Happold, WSP, Hoare Lea, Ramboll, and AFRY. Before Endra, Niklas co-founded Sectragon, a vertical design-build integrator for physical security, and later led the company's expansion into North America as COO and Head of Go-to-Market.TopicsHow AI is transforming MEP engineering and the future of design automationBuilding category-defining vertical AI software for engineering industriesScaling enterprise AI products from early traction to global adoption#ArtificialIntelligence #Engineering #VerticalAI #ConstructionTech #Startups
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Zach Aarons, MetaProp Co-Founder & GP on PropTech Investment
Zach Aarons is the Co-Founder and General Partner of MetaProp, one of the world's most active early-stage venture capital firms focused on PropTech and the intelligence layer for the real asset environment. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Since co-founding MetaProp in 2015, Zach and his team have invested in more than 175 PropTech companies, helping entrepreneurs scale across real estate, construction, insurance, energy, and capital markets. Before MetaProp, Zach was the most active individual angel investor in PropTech, making over 50 early-stage investments while working at Millennium Partners, where he managed large-scale mixed-use real estate developments in Boston, Los Angeles, and San Francisco. Earlier in his career, he invested at ENIAC Ventures, founded the travel startup Travelgoat, and began his career in M&A at Solomon Partners. Zach is also the co-author of the Amazon bestseller PropTech 101, an Assistant Adjunct Professor at Columbia University, and serves on the Investment Committee at Brown University's Van Wickle Ventures.TopicsHow AI is reshaping real estate, PropTech, and the built environmentBuilding and investing in category-defining PropTech startups from seed stageEmerging opportunities in energy transition, GeoAI, data centers, and real asset investing#PropTech #VentureCapital #ArtificialIntelligence #RealEstate #Startups
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Bhaskar Sunkara, Bicycle Founder & CEO on Building Enterprise Software
Bhaskar Sunkara is the Founder and CEO of Bicycle, where he is building AI-powered infrastructure for modern software development. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Previously, he was the Founding CTO of AppDynamics, leading product development from the company's inception through its $3.7 billion acquisition by Cisco. As CTO and SVP of Product Management, he oversaw product management, engineering, user experience, and field enablement while driving AppDynamics' customer-centric innovation strategy. Before AppDynamics, Bhaskar was a Senior Software Engineer at Wily Technology, where he pioneered dynamic instrumentation technology for Java and .NET, and earlier helped build one of the first J2EE-certified application servers at Pramati Technologies. Throughout his career, he has focused on building enterprise software trusted by the world's largest organizations while advising founders and product teams on scaling technical innovation.TopicsBuilding category-defining enterprise software from startup to billion-dollar exitCustomer-centric product development for enterprise engineering teamsHow AI is transforming software development, observability, and developer productivity#EnterpriseSoftware #ArtificialIntelligence #DeveloperTools #ProductManagement #Startups
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Rob Toews, Radical Ventures Partner on Investing in Frontier AI
Rob Toews is a Partner at Radical Ventures and leads the firm’s Bay Area office. He has led a number of Radical’s investments including Datology, Delphina, Hebbia, Laredo Labs, Muon Space, Reka, Twelve Labs, Unlearn and others still in stealth. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Prior to joining Radical, Rob was a principal at Highland Capital Partners, where he led the firm’s AI investment efforts. At Highland, Rob backed Domino Data Lab, Eko, Idelic and StackRox (acquired by Red Hat). Previously, Rob spent several years in the world of autonomous vehicles. He helped lead the strategy team at Zoox, an autonomous vehicle startup acquired by Amazon for $1.3 billion. Before that, he worked on autonomous vehicle policy as a staffer in the White House under President Obama. He started his career in management consulting at Bain & Company. Rob writes a regular column in Forbes about the big picture of artificial intelligence. Rob holds an MBA from Harvard Business School, a JD from Harvard Law School (magna cum laude), and an undergraduate degree from Stanford (Phi Beta Kappa).TopicsHow frontier AI companies transition from research breakthroughs to scalable real-world systemsThe intersection of AI investing, autonomous systems, and government policy shaping deployment at scaleWhat separates durable AI companies from short-term hype in foundation models and applied AI#ArtificialIntelligence #AIVentures #MachineLearning #FutureOfAI #DeepTech
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Edo Segal, Napster CTO on AI, Creativity, and Human-AI Systems
Edo Segal is the Chief Technology Officer at Napster Corp. (formerly Infinite Reality), where he oversees R&D, product, and technology operations, driving innovation in frontier AI applications and multi-modal embodied agents. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~He is a serial entrepreneur, inventor, and technologist with 46 granted patents and five transformative exits across AI, media, and consumer technology. Earlier, he founded and served as CEO of TouchCast, a generative media platform that pioneered interactive and conversational web experiences, which was later acquired by Napster. He is also the CEO of bMuse, an innovation platform supporting media and technology ventures, and was the founder of Kinsa, a health-tech company acquired by Healthy Together, which built predictive disease monitoring systems powered by machine learning and epidemiological models. Across his career, he has worked at the intersection of AI, creativity, and human communication, building systems that expand how people learn, create, and interact with technology.TopicsBuilding multimodal AI systems and embodied agents for real-world applicationsHow generative AI is reshaping media, communication, and creative industriesThe evolution of human-AI collaboration in work, education, and entertainment#ArtificialIntelligence #GenerativeAI #FutureOfWork #Innovation #AICreativity
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Fernando Fabre, Kauffman Fellows CEO on Building Venture Ecosystems
Fernando is the CEO of Kauffman Fellows, the leading education and community platform for venture capitalists shaping the future of the industry. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~He is a co-founder and General Partner at Matterscale Ventures, a venture capital firm launched by former Endeavor colleagues, investing in early-stage Latin startups. He is also a co-founder of Columbia University's eLab, a fellowship for global entrepreneurs in edtech/workforce. Since 2019, he is an Adjunct Professor at Columbia University's School of International and Public Affairs, SIPA, teaching the course Scaling Up in Hard Places: How Entrepreneurs Grow Outside of Silicon Valley. Prior to this, as president of Endeavor, he helped the organization expand to 30+ countries, launch Endeavor Catalyst, Endeavor Insight, Open, Outliers, and revamp the experience for entrepreneurs, mentors, and the global team.He is the co-founder of Collective Academy, a top higher-ed school in Mexico, and an advisor to EByC. He lives in New York with his family.TopicsThe future of venture capital and developing the next generation of investorsScaling startups in emerging markets and underserved regionsFrom Endeavor President 30+ countries to Matterscale Latin startups: scaling outside Silicon Valley#VentureCapital #Startups #Entrepreneurship #Innovation #EmergingMarkets
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557
Ryan Gavin, Slack EVP & CMO on AI-Powered Enterprise Growth
Ryan Gavin is EVP and Chief Marketing Officer at Slack, where he leads global growth, go-to-market strategy, and commercial operations as the company evolves into the work operating system for the AI era. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers. AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Prior to Slack, Ryan served as Chief Growth Officer at Convoy, leading the commercial engine of a $650M+ digital freight marketplace, and previously built the AI and machine learning business at Amazon Web Services into a multi-billion-dollar category. Before AWS, he spent nearly two decades at Microsoft, where he helped bring Bing to profitability, scaled it to billions of monthly searches, and led the commercial Surface business. Across enterprise software, cloud computing, AI, and marketplaces, Ryan has built a reputation for creating new categories, scaling growth engines, and helping organizations translate technology innovation into measurable business outcomes.Topics:Microsoft Bing turnaround to profitability: 5 billion searches and Cortana 145M users playbookLessons from AWS, Microsoft, Convoy, and Slack on scaling adoptionScaling Slack 2.5x revenue with 100K+ customers and 900% AI usage growth#Slack #CMO #EnterpriseAI #AgenticEnterprise #ProductLedGrowth
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556
Sasha Orloff, Puzzle, Founder & CEO on Real-Time Accounting
Sasha Orloff is Founder and CEO of Puzzle building a modern core accounting platform with real-time general ledger automation for provable accuracy. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers. AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~After founding LendUp which raised over $1 billion in venture capital and debt, he spun out Mission Lane credit card division. Inspired by Muhammad Yunus, he spent years at Grameen Foundation in Honduras, World Bank's CGAP, and Citigroup before launching fintech serving underserved markets. UCSD Applied Math and Economics graduate with Georgetown MBA, he hosts a16z Tech Finance Podcast and lectures at Stanford, Princeton, and Harvard.TopicsHow Puzzle delivers real-time accounting without 30-60 day financial reporting delaysScaling Lendup $1B capital raise through underserved market fintech innovationGrowing Mission Lane credit spinout during Lendup operational transformation#AccountingTech #Puzzle #Fintech #LendUp #RealTimeFinance
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555
Pat Casey, ServiceNow CTO & EVP on AI Platforms and Enterprise DevOps
Pat Casey is the Chief Technology Officer and EVP of DevOps at ServiceNow and one of the company’s founding leaders. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Since joining in the company's earliest days, Pat has played a central role in building the ServiceNow platform into one of the world's leading enterprise software ecosystems. He worked alongside Fred Luddy to create the Glide platform, the foundation of what is now the ServiceNow AI Platform, led the development of the company's high-performance database technologies, and helped drive the integration of AI and large language models across ServiceNow's products. Today, he oversees a global organization spanning engineering, cloud operations, AI, developer productivity, advanced technologies, customer support, and product development, helping shape how enterprises automate and transform their operations at scale.TopicsBuilding ServiceNow AI Platform from Glide to LLM integration transforming enterprise appsFrom ServiceNow founder 2006 to CTO: scaling 7,000 to 10,000 employees across AI and DevOpsAI integration at enterprise scale: LLMs empowering users to solve complex business challenges#ServiceNow #CTO #AIPlatform #DevOps #EnterpriseAI
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554
Zeynep Korutürk and Kris Naudts, Firgun Ventures on Quantum Scale-ups
Zeynep Korutürk and Kris Naudts are the Founding Managing Partners of Firgun Ventures, one of the first venture capital firms focused exclusively on Series A and B quantum technology companies. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Zeynep previously spent more than a decade at Goldman Sachs, where she co-founded the firm's Technology Initiative, advised technology founders and investors, and became an early investor in pioneering quantum companies including Cambridge Quantum. Kris is a serial entrepreneur, deep-tech investor, and founder of Culture Trip, which he scaled into a global travel platform reaching millions of users and raised more than $100 million in funding. Together, they are building Firgun Ventures to help the next generation of quantum computing, sensing, and communications companies scale from breakthrough research to real-world impact.TopicsHow Firgun Ventures became first VC firm focused on Series A/B quantum scale-ups globallyFrom Goldman Sachs Tech Initiative and Culture Trip $100M raise to quantum VC partnershipWhat investors get wrong about the quantum opportunity#QuantumComputing #FirgunVentures #QuantumVC #DeepTech #CultureTrip
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553
Arnav Mishra, DOSS Co-Founder and CTO on ERP for Modern Industries
Arnav Mishra is the Co-Founder and CTO of Doss, a company reinventing ERP software for modern businesses across manufacturing, logistics, construction, agriculture, and other traditionally underserved industries. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Before founding Doss, Arnav was a founding engineer at Siteline, where he built critical infrastructure and experienced firsthand the limitations of legacy ERP systems and complex enterprise integrations. Earlier in his career, he held engineering roles at Rubrik, Uber, VMware, and AeroFS, while also serving as a venture partner at Contrary Capital. A computer science graduate of the University of Illinois Urbana-Champaign, Arnav is focused on building flexible, AI-native operating systems that replace decades-old enterprise software and bring modern technology to the industries that power the real economy.TopicsBringing modern technology to manufacturing, logistics, and other "dusty" industriesLessons from scaling engineering teams and building products in complex enterprise marketsHow DOSS rebuilds ERP from first principles for dusty industries like construction and logistics#ModernERP #DustyIndustries #DOSS #UXRevolution #TechCommunity
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552
Guy Arazi, Pi Security Co-Founder and CEO on AI-Powered Cloud Security
Guy Arazi is the Co-Founder and CEO of Pi Security, a cybersecurity company building a new approach to securing AI applications and systems. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Before founding Pi, Guy was a senior security researcher at Microsoft, where he led security research initiatives, discovered more than 150 vulnerabilities, founded Microsoft's ransomware detection vertical, and served as technical lead for the MSRC Vulnerabilities & Mitigations team. He was also a founding member of the XCloud Research team at Palo Alto Networks, helping develop advanced cloud threat detection capabilities. With deep expertise spanning vulnerability research, cloud security, ransomware defense, and AI security, Guy is focused on helping organizations secure the next generation of AI-powered products and infrastructure.TopicsThe emerging security risks facing AI applications and autonomous systemsLessons from discovering hundreds of vulnerabilities at MicrosoftWhy traditional cybersecurity approaches are struggling in the AI era#Cybersecurity #AISecurity #ArtificialIntelligence #CloudSecurity #Startups
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551
Daisy Cai, B Capital General Partner on AI and Technology Investing
Daisy Cai is a General Partner at B Capital, where she invests in AI and technology companies across the U.S. and Asia. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Her portfolio includes category leaders such as Reflection AI, Apptronik, Writer, EvenUp, and Kaon, while previous investments include Profound Bio, which was acquired by Genmab, and GeekPlus, which later went public. Prior to B Capital, Daisy was a Partner at SoftBank Vision Fund and held investing roles at Goldman Sachs and TA Associates. She began her career as a chip architect at AMD, giving her a unique perspective that spans semiconductors, AI infrastructure, enterprise software, robotics, and growth investing.TopicsInvesting in the next generation of AI, robotics, and autonomous systemsWhat separates breakout AI companies from the rest of the marketLessons from investing through multiple technology cycles at SoftBank and B Capital#AI #VentureCapital #Startups #Robotics #EnterpriseAI
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550
Dan Mishin, Manifest OS CEO on Building AI-Native Legal Firms
Dan Mishin is the Founder and CEO of Manifest OS, a company building AI-native infrastructure for next-generation law firms. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Previously, he founded June Homes, a technology-driven flexible living platform that scaled to over $50M ARR, $1.3B in assets under management, and profitability while raising more than $70M from investors including SoftBank, Menlo Ventures, Kleiner Perkins, First Round Capital, and others, before its acquisition and transition to Chairman. Earlier, he founded Bear Hostels and later expanded it into a large regional hospitality business across the CIS region, which was ultimately acquired through Planet of Hostels. Across multiple ventures in real estate, hospitality, and AI, Dan has focused on building and scaling capital-efficient, category-defining companies that transform traditional industries through software.TopicsHow Manifest OS powers AI-native law firms for accessible high-quality legal representationFrom Bear Hostels CIS market leader to SoftBank-backed June Homes: hospitality to real estate techScaling marketplace and real estate platforms from 0 → $50M+ ARR#LegalTech #PropTech #Entrepreneurship #VentureCapital #Scaleups
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549
Nikita Rudin, Flexion CEO on Reinforcement Learning for Humanoids
Nikita Rudin is the Co-Founder and CEO of Flexion Robotics, where he is building humanoid robots powered by large-scale simulation and reinforcement learning. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~He previously spent more than four years at NVIDIA, helping advance high-performance physics simulation and AI training systems for robotics. Nikita earned his PhD from ETH Zurich, where his research focused on deep reinforcement learning for legged robots and contributed to some of the field's most influential academic work. Combining deep expertise in robotics, simulation, and AI, he is focused on making humanoid robots smarter, more capable, and commercially deployable in real-world environments.TopicsHow Flexion Robotics scales simulation and RL training for agile humanoid robots at production scaleLessons from NVIDIA on building AI infrastructure for roboticsThe path from robotic demos to commercially valuable humanoid workers#Robotics #Humanoids #AI #ReinforcementLearning #EmbodiedAI
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548
Josh Araujo, Forterra CEO on Scaling Autonomous Defense Systems
Josh Araujo is the CEO of Forterra, where he leads the company’s mission to deploy autonomous ground vehicle technology at scale.~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~ Since joining in 2021, he helped lead Forterra’s growth from Series A through Series C while developing its Autonomy-as-a-Service business model and serving as COO before becoming CEO. Prior to Forterra, Josh was CFO of OGT Engineering & Construction and spent nearly a decade on Wall Street at Jefferies and Lazard, advising aerospace, defense, and industrial companies on M&A and capital markets transactions. Before entering finance, he served as an officer in the U.S. Marine Corps. His career spans military leadership, investment banking, operations, and executive management, giving him a unique perspective on scaling mission-driven technology companies.TopicsLeadership Lessons Across Military Service, Finance, and Autonomous systemsHow Forterra successfully scaled from its Series A in 2021 to its Series C in 2025From Prototype to Deployment: Building Culture and Alignment in Defense Tech#DefenseTech #Autonomy #Robotics #Leadership #Startups
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547
Kevin Peterson, Bedrock Robotics CTO on Embodied AI and Autonomy
Kevin Peterson is the Co-Founder and CTO of Bedrock Robotics, where he is building advanced embodied AI systems to transform how robots operate in the physical world. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Previously, he led perception for Waymo Via’s autonomous trucking division, working on large-scale real-world autonomy systems for logistics. Before that, he served as an Autonomy Architect at Caterpillar following its acquisition of Marble, a robotics company he co-founded and led as CEO, focused on automating goods movement in industrial environments. Earlier in his career, Kevin was CTO at Astrobotic, where he led engineering for lunar landers and spacecraft systems developed for NASA missions. He holds an MS from Carnegie Mellon University and has spent his career building perception, control, and autonomy systems across self-driving vehicles, robotics, and space exploration.TopicsHow Bedrock Robotics combines deep Embodied AI with safety for real-world autonomyLessons from Waymo on perception at scale in autonomous truckingDesigning robotics systems for industrial automation and logistics#Autonomy #EmbodiedAI #SelfDrivingCars #SpaceTech #DeepTech
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546
Rasmus Holst, Zensai CEO on Human Success Operating Model
Rasmus Holst is the CEO of Zensai, the Human Success platform helping organizations improve learning, performance, and employee engagement in the age of AI. ~~~~~~~~~~~~~This episode is brought to you by Nebius — the ultimate cloud for AI innovators.Nebius provides AI infrastructure you can count on, combining reliability and speed with flexibility and engineering support unmatched by hyperscalers.AI leaders like Meta, Shopify, and Higgsfield already partner with Nebius to run their AI workloads. Plus, venture-backed startups can save up to $150,000 on compute costs when they apply for access. Visit nebius.com or nebius.com/startups to learn more~~~~~~~~~~~~~Since becoming CEO in 2022, he has led the company's transformation from LMS365 into Zensai, growing revenue from roughly $14 million ARR to more than $30 million, completing multiple acquisitions, launching the Human Success category, and scaling the business toward the $100 million milestone. Prior to Zensai, Rasmus served as CRO at Wire, where he led the company's enterprise go-to-market expansion from zero to hundreds of customers, and previously held COO, GM, strategy, and product leadership roles across Huddle, Syniverse, MACH, and Oracle. Over a global career spanning Europe and the United States, he has helped build and scale technology businesses across SaaS, communications, enterprise software, and workforce technology.TopicsHow Zensai Human Success replaces traditional HR with learning and performance at AI scaleScaling Zensai from 14 million to 30 million ARR through three acquisitions and category creationLeadership lessons from operating across countries and Silicon Valley#Leadership #FutureOfWork #HumanSuccess #Startups #EnterpriseSoftware
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ABOUT THIS SHOW
I host a top VC podcast called Smart Venture Podcast (SVPpro.com). Past guests include C-level/VPs of Google, Meta, Amazon, Sephora, Dunkin' Donuts, Chipotle, Pepsi, Instagram, Deloitte, Reddit, Lyft, etc. Managing Partners of top funds (many were featured on the Forbes Midas List) and unicorn founders (founders of Craigslist, Square, Loom, Cruise, etc.) Venture with Grace is my new spin-off series that features top LPs, GPs, solo GPs, Angel Investors, top AI founders, and other experts in tech and business to cover specific domain expertise.Watch this Live on LinkedIn/ YouTube: Grace Gong
HOSTED BY
Grace Gong
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