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BuilderShip is an AI hackathon co-hosted by Nebius, Composio, Tavily, and OpenClaw🦞. Finals are on a yacht on June 14, San Francisco Bay. To apply: post something you've built (agent, demo, or repo) and tag all four accounts. Every builder gets GPU credits, Token Factory inference keys, Composio integrations,...

62,040 views • 3 months ago •via X (Twitter)

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Interview with Nebius Co-Founder Roman Chernin Please like & share this video so that all $NBIS investors on X will see it! :) If you prefer watching on YouTube: Timestamps: 00:00 - Why AI Infrastructure Is So Hard to Understand 00:24 - Market Fragmentation and What Actually Differentiates Providers 01:30 - Consolidation, Segmentation, and the Future AI Cloud Landscape 02:56 - What Analysts and VCs Still Get Wrong About AI Infrastructure 05:34 - Nebius Cloud: Product Readiness and Customer Proof Points 07:42 - Why Inference Workloads Are Exploding 09:11 - Training vs. Inference: How AI Models Actually Reach Production 10:10 - Why Inference Market Share May Concentrate Around a Few Winners 12:36 - Customer Use Cases: Coding, Enterprise AI, and Real-World Adoption 14:01 - Why Integrated Training and Inference Matter Strategically 16:01 - Building Scalable AI Infrastructure With High Utilization 18:24 - Token Factory: Inference as a Managed Service 20:24 - Revolut Case Study: AI-Driven Product Enhancements 22:56 - Token Factory Performance Optimization and Competitive Advantage 25:07 - Scale, Capacity, and Efficiency as Growth Drivers 28:36 - Why Inference Capacity Could Become the Next Major Bottleneck 30:10 - How Nebius Benchmarks Performance Across Providers 33:14 - The Future Size and Shape of the Inference Market 36:38 - Value-Based Pricing: Moving Beyond Cost per GPU Hour 40:55 - How Nebius Wins Deals: Quality, Performance, and Customer Experience 44:53 - Autonomous AI Platforms and the Rise of Agent-Based Models 47:28 - Tavily, Agentic Applications, and the Next Layer of the AI Stack 50:45 - Strategic Trade-Offs: Scaling, Product Roadmap, and Customer Relevance 55:40 - Final Thoughts: Adapting to the Next Shift in AI Workloads Nebius Roman Chernin

Daniel Koss

204,656 views • 4 months ago

Today I'm excited to share Sigilum! This is Payman's solution for Auditable Identity for AI Agents. (think One Password-ish but for AI Agents) I recorded a quick walkthrough showing how it all works (video below). This answers three pains we've seen within Financial Services (Banking) AI Agents we've built and OpenClaw🦞 AI Agents we deploy. Security, Auditability, and Control. 1. Security Making sure keys are secure and not just freely given to an AI Agent is a big deal. When working with money, you can't just expose these or skip putting controls in place. Sigilum provides a local gateway that prevents access to keys by the AI Agent without explicit authorization from a person. We provide namespaces through the service so you always know who authorized what key, for what service, to which agent. 2. Auditability If I could hit on the importance of this 100 times I would. It comes up in every financial services conversation. Sigilum provides you with the answer to "Who authorized this AI Agent to act on my behalf?" Audit logs trace back to the person, the service, and the AI Agent. With more audit logs being built through our managed service, this will be the key source for determining how an AI Agent is behaving on your behalf. This is needed for agents from OpenClaw, and especially for banking/money movement. 3. Control Revoke keys, limit access, grant authorization. All seemingly simple things, but complex to implement and make elegant. These controls dictate what the AI Agent can or cannot do. Sigilum allows you to do all of this through the managed Dashboard. We've made Sigilum open source and encourage others to contribute and keep building on the gateway. It's been a source of a lot of visibility and productization of AI Agents for us. We'll keep contributing and adding to it. Link in comments. If you want to try it out, we do have a managed service that makes it easy to spin up. Go to to sign up. Note: even though we've been pushing 100+ commits a day to get this out to folks, there are still some noticeable areas for improvement we're working on, which should get resolved soon (by us or you!): - Deeper audit trails - More providers (currently supports all OpenClaw providers) - Deeper scanning of existing keys your agent is hiding from you (we'll find them) - OpenClaw gateway persistence - Auto-purging keys - And more... If you want to contribute or have feedback, please DM or go to the GH. Happy building!

tyllen

18,497 views • 6 months ago

Over the past few months at Dedalus Labs, we’ve noticed how many talented founders from around the world are being held back by one thing: location. There is no better place in the world to build an AI startup than San Francisco. SF is home to all the major AI labs, top talent, world-class investors, and it is where the future is being built every day. That’s why, this December, we’re giving builders everywhere a chance to break in. We are taking over and launching Break In—a month-long hacker house program in the heart of San Francisco. If you’re not from SF, and you’re building an AI startup, this is your chance to join us. Build your startup on top of Dedalus’ Agents SDK or MCP deployment infrastructure and we’ll cover your stay (housing, lunch, and co-working space). As a member of Break In, you’ll get access to all the best parts of SF. You’ll be introduced to top founders, mentors, and investors. You’ll get to skip the line at the biggest tech events. Plus, you’ll receive free API credits and expanded access to the best-in-class AI stack through our partner network of top AI infrastructure companies. Applications open October 27th and close November 10th. We will be accepting applications on a rolling basis. Final acceptances will go out November 14th to ensure international founders have enough time to secure visas. Ready to break in? Follow us on Twitter/X for more updates and visit the link in the comments to apply on October 27th!

Cathy Di

109,650 views • 10 months ago

This is why Nebius will be a trillion dollar hyperscaler (Save this). Nebius is not building another GPU rental shop but rather building a vertically integrated hyperscaler that owns everything from the physical data center, to the server rack hardware it designs in house, to the software stack, to the inference delivery layer. Nearly every other neocloud is essentially a reseller of someone else's infrastructure but Nebius owns the full stack end to end and that distinction is the entire thesis. Here is why vertical integration is the winning architecture for the inference era. AWS and Azure were architected for general purpose computing and every AI workload they run sits on top of infrastructure that was never designed for it, patched, adapted and optimized after the fact. Nebius was built from day one specifically for AI which means every layer of the stack is purpose built and co optimized. The rack design, the networking topology, the cooling systems and the software that orchestrates it all are engineered together as a single system rather than assembled from parts that were never meant to work together. That architectural difference compounds with every passing quarter as AI workloads grow more complex and the performance gap between purpose built and general purpose infrastructure widens. The software layer is where the real competitive moat lives. Most infrastructure companies think of software as a wrapper around hardware while Nebius thinks of software as the product with hardware as the substrate it controls. The company is building an AI native cloud platform where the software layer handles model serving, inference optimization, fine tuning pipelines and developer tooling as first-class primitives. This matters because inference efficiency is almost entirely a software problem. Two companies running identical GPUs can deliver dramatically different performance and cost per token depending on how intelligently the software schedules, batches and routes inference requests across the cluster. Nebius is also building for a fundamental shift in how AI infrastructure gets consumed. Today, enterprise developers navigate massive cloud service catalogs spinning up clusters, managing configurations and building deep expertise in AWS or GCP-specific tooling. The next generation of builders will simply provision agents to interface with infrastructure directly. Nebius is architecting its software layer for that future , one where the interface between the developer and the compute abstraction layer looks nothing like what AWS built in 2006. The entire available capacity has been sold out every quarter. And that is the best possible validation that what Nebius is building is exactly what the market needs and that the market is willing to commit at a scale that makes the current valuation look like the beginning of a much longer story. Long Nebius and make sure to follow me Melvin for more overlooked AI stocks.

Melvin

34,306 views • 2 months ago

BREAKING: Introducing All Access from Every 🪨, our new membership tier for the best builders in AI All Access subs get the Builder Pack which includes $7,000 in credits and free usage to the models + tool stack we use Every 🪨. All Access subscribers get: - $1,000 in Codex / @ChatGPTapp for Work credits - 12 months free of Cursor Pro+ - $4,000 in PostHog credits including self-driving to automatically fix bugs and identify issues in your production app - 1 year free of Framer - 6 months free of Notion And much more! (Did I mention $1,000 in Codex credits? It's time to build!) Get all access: Why All Access and the Builder Pack This is the best time in history to build something. For a long time, it’s been possible to one-shot impressive demos, but they’d fall flat the minute they hit production. But the release of GPT-5.6-Sol and Fable 5 heralds a new era: Everyone can build, launch, and maintain the software that they’ve always dreamed of. Everyone is a builder now. There’s just one catch: Building with AI is very expensive. (Ask me how I know.) (Alright, I’ll tell you. I accidentally used 2 billion tokens overnight this week on a big GPT-5.6-Sol run. Worth it.) This is unique in the history of technology. For most of the personal computing era, a billionaire and a solo builder could buy essentially the same top-of-the-line Mac. AI changes that: The more tokens you can afford, the more you can make. And we want to make that accessible to more people. That’s why the main feature of our new All Access plan is the Builder Pack: more than $7,000 in credits and discounts on the full stack we use to run Every, from idea to production—Codex, Claude, PostHog, Render, Gemini, FLORA, and more. Early-bird membership is only $500/year for the next 24 hours—and the Codex credits alone are worth $1,000. (I could’ve used it for my overnight run this week.) Now we’re handing it to you. Get all access: Meet the Builder Pack It's got more than $7,000 in offers from 10 of the AI products we use to write, design, build, and run Every 🪨: BUILD - $1,000 in Codex credits plus one month of ChatGPT for business - Twelve months free of Cursor Pro+ - One month free of Claude Max - Three months free of Google AI Pro DESIGN - One year free of Framer Pro - One month free of FLORA © Max HOST - $300 in Render credits IMPROVE - $4,000 in PostHog credits - Six months free of Notion Business - Six months free of AgentMail We rely on these every day, and we tried to put together a package that helps you comprehensively for each part of the process of building and running software in AI. What comes with All Access - Everything in an existing paid Every membership: our daily writing, guides, camps, and software like Monologue, Cora, Sparkle, and Spiral - The Builder Pack, with more than $7,000 in partner offers - Unlimited email accounts use of Cora and unlimited Spiral usage - Members-only programming with me and the Every team and me Get All Access:

Dan Shipper 📧

183,025 views • 2 months ago