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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...

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Daniel Koss

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My full interview with Roman Chernin, Co-founder & Chief Business Officer of Nebius Nebius just signed a $17 billion deal with Microsoft and a $3 billion deal with Meta. These are two of the biggest tech companies on Earth - and they're coming to Nebius for AI infrastructure. But the company does so much more than that: - Full-stack AI cloud (data centers → software → managed services) - Nebius Token Factory Nebius Token Factory for managed inference & post-training - Partners include Shopify, Higgsfield, Jetbrains My 5 takeaways with Roman Chernin below - thanks for the conversation! Full interview also available on YT ⬇️ Timestamps: 00:00 - Introduction 01:47 - Overview of Nebius $NBIS 03:23 - Roman's background and role at Nebius 04:10 - The $17B Microsoft & $3B Meta deals 05:29 - Why hyperscalers trust Nebius over building in-house 07:06 - Nebius's full-stack approach: Data centers to managed services 08:39 - Customer segmentation: Hyperscalers & Frontier AI Labs vs AI Startups vs Enterprises 14:41 - Token Factory explained: Managed inference & post-training 17:41 - When to switch from closed-source to open-source models 20:59 - Real results: Process achieves 26% cost reduction 25:05 - Why developers love building on Nebius 28:40 - AI agents and the future of infrastructure interaction 32:22 - NVIDIA's Groq acquisition: What it means for inference 35:38 - Why AI adoption will surprise us
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My full interview with Roman Chernin, Co-founder & Chief Business Officer of Nebius Nebius just signed a $17 billion deal with Microsoft and a $3 billion deal with Meta. These are two of the biggest tech companies on Earth - and they're coming to Nebius for AI infrastructure. But the company does so much more than that: - Full-stack AI cloud (data centers → software → managed services) - Nebius Token Factory Nebius Token Factory for managed inference & post-training - Partners include Shopify, Higgsfield, Jetbrains My 5 takeaways with Roman Chernin below - thanks for the conversation! Full interview also available on YT ⬇️ Timestamps: 00:00 - Introduction 01:47 - Overview of Nebius $NBIS 03:23 - Roman's background and role at Nebius 04:10 - The $17B Microsoft & $3B Meta deals 05:29 - Why hyperscalers trust Nebius over building in-house 07:06 - Nebius's full-stack approach: Data centers to managed services 08:39 - Customer segmentation: Hyperscalers & Frontier AI Labs vs AI Startups vs Enterprises 14:41 - Token Factory explained: Managed inference & post-training 17:41 - When to switch from closed-source to open-source models 20:59 - Real results: Process achieves 26% cost reduction 25:05 - Why developers love building on Nebius 28:40 - AI agents and the future of infrastructure interaction 32:22 - NVIDIA's Groq acquisition: What it means for inference 35:38 - Why AI adoption will surprise us

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The defining differentiator in AI right now isn't model performance, it's cost per token. Because in this market, efficiency is what turns demand into actual growth. Roman Chernin of Nebius outlines why inference economics are becoming the central challenge, as companies operating on thin margins need infrastructure that can scale without eroding profitability. Token Factory reflects that shift, focusing on orchestration, optimization, and full-stack control to make AI systems economically viable.
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The defining differentiator in AI right now isn't model performance, it's cost per token. Because in this market, efficiency is what turns demand into actual growth. Roman Chernin of Nebius outlines why inference economics are becoming the central challenge, as companies operating on thin margins need infrastructure that can scale without eroding profitability. Token Factory reflects that shift, focusing on orchestration, optimization, and full-stack control to make AI systems economically viable.

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AI INTERVIEW: OPENAI'S SECRET WEAPON AI agents are no longer just hype—they're here to revolutionize automation, Web3, and beyond. SwarmNode.ai is building a serverless AI agent platform for scalability, efficiency, and real-world impact. In this exclusive interview, he reveals how AI swarms can outperform single models, why OpenAI’s Operator is just the beginning, and how crypto is fueling AI innovation. Plus, he breaks down DeepSeek’s game-changing AI breakthrough, the future of agent monetization, and why serverless AI could be the next frontier in automation. 01:37 – From Engineering to AI: The journey into artificial intelligence. 02:43 – The GPT-3 Moment: How OpenAI’s tech pulled him in. 04:10 – AI’s Biggest Challenge: Why real-world use cases lag behind. 05:05 – OpenAI’s Operator: Why it’s “rudimentary” (for now). 06:25 – Crypto & AI: How tokens help bootstrap AI startups. 08:15 – Can You Bootstrap a Startup with a Token? The trade-offs. 09:56 – 90% of AI Token Holders Don’t Use the Product—Does It Matter? 11:18 – What is SwarmNode?: AI agents, hosted serverlessly. 14:23 – AI Swarms: Why multiple agents outperform single models. 16:08 – What is a Swarm? A simple definition of collaborative AI. 17:32 – “How Can I Make Money with AI?”: Real-world use cases. 18:41 – AI Bounties: Hiring devs to build your custom agent. 20:50 – The Future of AI Marketplaces: Monetizing pre-built agents. 23:15 – DeepSeek’s Disruption: Why it’s good news for AI. 24:46 – Is SwarmNode Compatible with DeepSeek? How it integrates. 26:17 – SwarmNode vs. AI Launchpads: What makes it different? 27:42 – Why Serverless Matters: Cost savings & efficiency. 29:53 – AI Agents in the Real World: Booking flights, managing workflows, and more. 31:11 – Building SwarmNode for Developers: Why it started as a personal project. 32:27 – Explosive Growth: 200,000 AI agent executions in 5 weeks. 34:41 – Why SwarmNode Agents Aren’t Visible on 𝕏 Yet. 36:46 – Startup Hiring Lessons: Finding top AI talent. 39:15 – Why SwarmNode is Built in Python (and What’s Next). 40:32 – Scaling AI Workloads: Handling traffic surges. 41:42 – AWS & Cost Challenges: The biggest monetization hurdle. 42:58 – 2025: The Year of Mass AI Adoption. 45:22 – Should We Be Worried About AI’s Rapid Growth? 46:46 – The Most Underrated AI Tools Right Now. 47:34 – What’s Next for SwarmNode?: Making AI accessible to everyone.
49:12

AI INTERVIEW: OPENAI'S SECRET WEAPON AI agents are no longer just hype—they're here to revolutionize automation, Web3, and beyond. SwarmNode.ai is building a serverless AI agent platform for scalability, efficiency, and real-world impact. In this exclusive interview, he reveals how AI swarms can outperform single models, why OpenAI’s Operator is just the beginning, and how crypto is fueling AI innovation. Plus, he breaks down DeepSeek’s game-changing AI breakthrough, the future of agent monetization, and why serverless AI could be the next frontier in automation. 01:37 – From Engineering to AI: The journey into artificial intelligence. 02:43 – The GPT-3 Moment: How OpenAI’s tech pulled him in. 04:10 – AI’s Biggest Challenge: Why real-world use cases lag behind. 05:05 – OpenAI’s Operator: Why it’s “rudimentary” (for now). 06:25 – Crypto & AI: How tokens help bootstrap AI startups. 08:15 – Can You Bootstrap a Startup with a Token? The trade-offs. 09:56 – 90% of AI Token Holders Don’t Use the Product—Does It Matter? 11:18 – What is SwarmNode?: AI agents, hosted serverlessly. 14:23 – AI Swarms: Why multiple agents outperform single models. 16:08 – What is a Swarm? A simple definition of collaborative AI. 17:32 – “How Can I Make Money with AI?”: Real-world use cases. 18:41 – AI Bounties: Hiring devs to build your custom agent. 20:50 – The Future of AI Marketplaces: Monetizing pre-built agents. 23:15 – DeepSeek’s Disruption: Why it’s good news for AI. 24:46 – Is SwarmNode Compatible with DeepSeek? How it integrates. 26:17 – SwarmNode vs. AI Launchpads: What makes it different? 27:42 – Why Serverless Matters: Cost savings & efficiency. 29:53 – AI Agents in the Real World: Booking flights, managing workflows, and more. 31:11 – Building SwarmNode for Developers: Why it started as a personal project. 32:27 – Explosive Growth: 200,000 AI agent executions in 5 weeks. 34:41 – Why SwarmNode Agents Aren’t Visible on 𝕏 Yet. 36:46 – Startup Hiring Lessons: Finding top AI talent. 39:15 – Why SwarmNode is Built in Python (and What’s Next). 40:32 – Scaling AI Workloads: Handling traffic surges. 41:42 – AWS & Cost Challenges: The biggest monetization hurdle. 42:58 – 2025: The Year of Mass AI Adoption. 45:22 – Should We Be Worried About AI’s Rapid Growth? 46:46 – The Most Underrated AI Tools Right Now. 47:34 – What’s Next for SwarmNode?: Making AI accessible to everyone.

Mario Nawfal

338,265 Aufrufe • vor 1 Jahr

Breaking the Memory Wall: Micron’s Strategy for the AI Era Ben Bajarin and Jay Goldberg 顾忠南 talk micron's strategy for the AI era with Jeremy Werner SVP and GM of Micron’s Core Data Center Business Unit. Chapters: (00:00) Introduction and Guest Welcome (01:12) How the AI Cycle Differs from Past Volatility (04:23) Anticipating the Explosive Growth of AI (06:40) The Long-Term Sustainability of the AI Market (10:07) The "Memory Wall" in AI Inference (12:05) Explaining KV Cache and Context Windows (15:07) The Memory Hierarchy: From HBM to SSDs (20:21) Scaling for Billions of Simultaneous Users (23:05) Solving the Power and Efficiency Bottleneck (26:27) Why AI is Driving a Storage Shortage (29:57) Personal AI Agents and Persistent Memory Needs (34:13) Innovations in Ultra-High-Capacity SSDs (39:00) Accelerating the Pace of Engineering Innovation (43:50) Market Misunderstandings and the Future Potential of AI (47:38) The Global Race to Build New Fabs (51:34) Closing Remarks
52:31

Breaking the Memory Wall: Micron’s Strategy for the AI Era Ben Bajarin and Jay Goldberg 顾忠南 talk micron's strategy for the AI era with Jeremy Werner SVP and GM of Micron’s Core Data Center Business Unit. Chapters: (00:00) Introduction and Guest Welcome (01:12) How the AI Cycle Differs from Past Volatility (04:23) Anticipating the Explosive Growth of AI (06:40) The Long-Term Sustainability of the AI Market (10:07) The "Memory Wall" in AI Inference (12:05) Explaining KV Cache and Context Windows (15:07) The Memory Hierarchy: From HBM to SSDs (20:21) Scaling for Billions of Simultaneous Users (23:05) Solving the Power and Efficiency Bottleneck (26:27) Why AI is Driving a Storage Shortage (29:57) Personal AI Agents and Persistent Memory Needs (34:13) Innovations in Ultra-High-Capacity SSDs (39:00) Accelerating the Pace of Engineering Innovation (43:50) Market Misunderstandings and the Future Potential of AI (47:38) The Global Race to Build New Fabs (51:34) Closing Remarks

The Circuit

94,438 Aufrufe • vor 3 Monaten

State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, The Rise of Headless, and AI-Proofing Your Job 00:00 Intro 01:18 Silicon Valley engineering vs. everyone else 05:35 Are enterprise CIOs actually bullish on AI? 08:51 Tokenmaxxing & why your AI bill is about to explode 11:34 The myth of falling token costs and AI spend escaping IT budgets 17:37 The $5B startup hiding in AI compute 18:14 The mosaic of models inside every enterprise 21:28 Why coding works and the rest of knowledge work doesn't 25:53 The Bob and Sally problem: access control breaks agents 30:31 Will enterprise AI really take 10 years to roll out 32:24 The capability overhang: why faster models slow diffusion 34:23 Data is the bottleneck (it always was) 39:02 The rise of internal forward-deployed engineers 41:23 Why the AI doomers are wrong about jobs 43:43 Headless software is inevitable 46:14 What replaces per-seat pricing 47:37 How Box itself is going headless 49:42 How the org chart actually evolves 1:00:33 Future-proofing yourself as an enterprise employee 1:06:40 Are we all just going to work for OpenAI and Anthropic? 1:07:11 Where startups can still win as the labs move up
1:12:54

State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, The Rise of Headless, and AI-Proofing Your Job 00:00 Intro 01:18 Silicon Valley engineering vs. everyone else 05:35 Are enterprise CIOs actually bullish on AI? 08:51 Tokenmaxxing & why your AI bill is about to explode 11:34 The myth of falling token costs and AI spend escaping IT budgets 17:37 The $5B startup hiding in AI compute 18:14 The mosaic of models inside every enterprise 21:28 Why coding works and the rest of knowledge work doesn't 25:53 The Bob and Sally problem: access control breaks agents 30:31 Will enterprise AI really take 10 years to roll out 32:24 The capability overhang: why faster models slow diffusion 34:23 Data is the bottleneck (it always was) 39:02 The rise of internal forward-deployed engineers 41:23 Why the AI doomers are wrong about jobs 43:43 Headless software is inevitable 46:14 What replaces per-seat pricing 47:37 How Box itself is going headless 49:42 How the org chart actually evolves 1:00:33 Future-proofing yourself as an enterprise employee 1:06:40 Are we all just going to work for OpenAI and Anthropic? 1:07:11 Where startups can still win as the labs move up

Matt Turck

49,647 Aufrufe • vor 3 Monaten

My conversation with Tarun Chitra As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open source AI is unbundling faster than most people expect, and how the resulting stack looks surprisingly similar to DeFi. We spend time mapping the AI infrastructure layers directly onto crypto primitives and examining where value is actually going to accrue as models, harnesses, routers, and inference providers separate. At the center of the conversation is the belief that AI’s unbundling is creating a new competitive order-flow market (data centers competing like nodes, MEV-like dynamics for tokens/GPUs) while crypto itself has settled into a more mature “TradFi plus+” phase focused on trading, payments, and bringing real assets on-chain. We discuss: - The current state of crypto as TradFi+ and the decline of speculative narratives - Why AI is killing Bitcoin mining economics and weakening ETH value accrual - The architectural parallel between AI stacks and DeFi (Harnesses = Wallets, Routers = DEX aggregators, Models = Protocols, Inference Providers = LPs) - Why open source models are unbundling faster than traditional software - Agents as the next interface layer and the potential unbundling of ETFs -Cryptography, verifiable compute, and turning GPUs into digital assets - Onchain compute trading as the real crypto × AI opportunity - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of the Crypto Market 2:00 – Speculative Narratives Fade, Trading & Payments Remain 7:00 – AI’s Impact on Bitcoin Economics & Data Center Opportunity Cost 9:00 – ETH Value Accrual, Solana Positioning & DeFi Token Sustainability 15:00 – Trading Design Space & On-Chain Volume Upside 25:00 – AI Unbundling Thesis: Open-Source Models vs Data Centers 35:00 – The DeFi Mapping (Harnesses, Routers, Models, Inference) 48:00 – Agents, Preference Expression & Unbundling Traditional Products 1:00:00 – Real-Time Harness Generation & Active Learning 1:05:00 – Cryptography, Verifiable Compute & On-Chain GPU Markets 1:10:00 – Closing Thoughts: Where Value Accrues Next Enjoy!
1:13:04

My conversation with Tarun Chitra As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open source AI is unbundling faster than most people expect, and how the resulting stack looks surprisingly similar to DeFi. We spend time mapping the AI infrastructure layers directly onto crypto primitives and examining where value is actually going to accrue as models, harnesses, routers, and inference providers separate. At the center of the conversation is the belief that AI’s unbundling is creating a new competitive order-flow market (data centers competing like nodes, MEV-like dynamics for tokens/GPUs) while crypto itself has settled into a more mature “TradFi plus+” phase focused on trading, payments, and bringing real assets on-chain. We discuss: - The current state of crypto as TradFi+ and the decline of speculative narratives - Why AI is killing Bitcoin mining economics and weakening ETH value accrual - The architectural parallel between AI stacks and DeFi (Harnesses = Wallets, Routers = DEX aggregators, Models = Protocols, Inference Providers = LPs) - Why open source models are unbundling faster than traditional software - Agents as the next interface layer and the potential unbundling of ETFs -Cryptography, verifiable compute, and turning GPUs into digital assets - Onchain compute trading as the real crypto × AI opportunity - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of the Crypto Market 2:00 – Speculative Narratives Fade, Trading & Payments Remain 7:00 – AI’s Impact on Bitcoin Economics & Data Center Opportunity Cost 9:00 – ETH Value Accrual, Solana Positioning & DeFi Token Sustainability 15:00 – Trading Design Space & On-Chain Volume Upside 25:00 – AI Unbundling Thesis: Open-Source Models vs Data Centers 35:00 – The DeFi Mapping (Harnesses, Routers, Models, Inference) 48:00 – Agents, Preference Expression & Unbundling Traditional Products 1:00:00 – Real-Time Harness Generation & Active Learning 1:05:00 – Cryptography, Verifiable Compute & On-Chain GPU Markets 1:10:00 – Closing Thoughts: Where Value Accrues Next Enjoy!

Logan Jastremski

131,967 Aufrufe • vor 19 Tagen

INTERVIEW: AI, Surveillance, & the Fight for Digital Sovereignty | Near's Illia Polosukhin What happens when powerful AI requires an ID, governments can restrict access by country, and your most private data flows through centralized systems? NEAR Protocol co-founder Illia (root.near) (🇺🇦, ⋈) joins David Hoffman to explain why AI export controls could fracture the internet, how nationalized AI could become a surveillance layer, and why decentralized, user-owned AI may be the only real alternative. They also unpack Ironclaw, confidential inference, private agents, and NEAR’s push to make AI and assets fully sovereign. [TIMESTAMPS] 0:00 Intro 3:47 Pandora’s Box Opens 6:03 AI Meets Government 7:16 Decentralizing the Stack 8:51 Why Ban Fable? 11:18 Internet Balkanization 13:57 KYC for AI? 18:43 Nationalized Models 21:07 Building Private AI 26:30 Agent Marketplace 30:26 User-Owned Alignment 35:28 Winning Against Giants 40:19 Regulation Fuels Crypto 42:24 Global AI Adoption 45:05 Compute Is the Bottleneck 49:00 Enterprise Use Cases 51:39 Confidential TVL Explained 55:25 Full Sovereign Mode
57:26

INTERVIEW: AI, Surveillance, & the Fight for Digital Sovereignty | Near's Illia Polosukhin What happens when powerful AI requires an ID, governments can restrict access by country, and your most private data flows through centralized systems? NEAR Protocol co-founder Illia (root.near) (🇺🇦, ⋈) joins David Hoffman to explain why AI export controls could fracture the internet, how nationalized AI could become a surveillance layer, and why decentralized, user-owned AI may be the only real alternative. They also unpack Ironclaw, confidential inference, private agents, and NEAR’s push to make AI and assets fully sovereign. [TIMESTAMPS] 0:00 Intro 3:47 Pandora’s Box Opens 6:03 AI Meets Government 7:16 Decentralizing the Stack 8:51 Why Ban Fable? 11:18 Internet Balkanization 13:57 KYC for AI? 18:43 Nationalized Models 21:07 Building Private AI 26:30 Agent Marketplace 30:26 User-Owned Alignment 35:28 Winning Against Giants 40:19 Regulation Fuels Crypto 42:24 Global AI Adoption 45:05 Compute Is the Bottleneck 49:00 Enterprise Use Cases 51:39 Confidential TVL Explained 55:25 Full Sovereign Mode

Bankless

59,588 Aufrufe • vor 2 Monaten

Figma co-founder and CEO Dylan Field (Dylan Field) on how AI will transform design and why craft and attention to detail will be the ultimate differentiators. At AI Startup School in San Francisco. 01:38 – How Dylan and Evan Started Figma 02:58 – WebGL: From Games to Tools 04:10 – Buying Time to Build 05:48 – Staying Motivated Through Early Exploration 06:10 – Cold Emails, Early Feedback & First Users 08:24 – Launch Timing and Lessons on Shipping Early 10:08 – Culture of Constraints & Creative Problem-Solving 10:50 – Recognizing Product-Market Pull 13:32 – Why Design is the Differentiator in the AI Era 16:34 – Figma’s AI Product Launches & Expanding Beyond Design 18:56 – The Blurring of Design, Development, and Product 21:00 – The “MS-DOS Era” of AI Interfaces & Future Surfaces 23:26 – The Role of Design in AI Research & the Future of Designers 27:36 – Audience Q&A: AI Tools, Open Source, Principles, and Advice
40:36

Figma co-founder and CEO Dylan Field (Dylan Field) on how AI will transform design and why craft and attention to detail will be the ultimate differentiators. At AI Startup School in San Francisco. 01:38 – How Dylan and Evan Started Figma 02:58 – WebGL: From Games to Tools 04:10 – Buying Time to Build 05:48 – Staying Motivated Through Early Exploration 06:10 – Cold Emails, Early Feedback & First Users 08:24 – Launch Timing and Lessons on Shipping Early 10:08 – Culture of Constraints & Creative Problem-Solving 10:50 – Recognizing Product-Market Pull 13:32 – Why Design is the Differentiator in the AI Era 16:34 – Figma’s AI Product Launches & Expanding Beyond Design 18:56 – The Blurring of Design, Development, and Product 21:00 – The “MS-DOS Era” of AI Interfaces & Future Surfaces 23:26 – The Role of Design in AI Research & the Future of Designers 27:36 – Audience Q&A: AI Tools, Open Source, Principles, and Advice

Y Combinator

178,646 Aufrufe • vor 1 Jahr

EPISODE 159: How AI Is About to Upend the $140B Customer Research Industry Joe Lonsdale sits down with Aaron Cannon, founder & CEO of Outset Learn how AI can outperform humans in customer surveys, the new possibilities with real-time customer feedback, how Outset grew revenue 8X this past year, and more! (00:00) Episode intro (01:10) Aaron's entrepreneurial journey (06:00) How does AI-moderated research work? (09:25) Why people will talk to AI more than humans (13:40) How Outset landed Microsoft, Google & Uber (14:55) Are you replacing human jobs? (20:56) New possibilities for real-time product improvements (23:30) The pros and cons of synthetic research (28:00) Insane growth / how Outset 8X'd revenue (35:00) How AI is upending a $140B industry
39:58

EPISODE 159: How AI Is About to Upend the $140B Customer Research Industry Joe Lonsdale sits down with Aaron Cannon, founder & CEO of Outset Learn how AI can outperform humans in customer surveys, the new possibilities with real-time customer feedback, how Outset grew revenue 8X this past year, and more! (00:00) Episode intro (01:10) Aaron's entrepreneurial journey (06:00) How does AI-moderated research work? (09:25) Why people will talk to AI more than humans (13:40) How Outset landed Microsoft, Google & Uber (14:55) Are you replacing human jobs? (20:56) New possibilities for real-time product improvements (23:30) The pros and cons of synthetic research (28:00) Insane growth / how Outset 8X'd revenue (35:00) How AI is upending a $140B industry

American Optimist

114,224 Aufrufe • vor 1 Monat