Infinite Machine Learning

Tom Chavez is the cofounder of super{set}, a startup studio that founds, funds, and builds data and AI startups. Prior to this, he was the CEO and co-founder of Krux, a martech platform acquired by Salesforce in 2016. Before Krux, he was the CEO and co-founder of Rapt, a provider of software for media monetization acquired by Microsoft in 2008. He went to Harvard for undergrad and Stanford for his PhD.Tom's favorite book: The Three Musketeers (Author: Alexandre Dumas)(00:01) Origin Story and Starting Superset(02:58) How Superset Evaluates Ideas and Risk(06:24) What Is a Venture Studio and How Superset Works(10:49) Underfunded Layers in AI Infrastructure(14:55) Orchestration Opportunities in LLM Workflows(15:49) The Future of Data Infra and ETL in the AI Era(20:46) Code Infra: Code Quality and AI-Generated Software(24:55) Model Infra, MLOps, and Why It's Underwhelming(27:22) Cloud Economics and Gross Margins in AI Companies(32:15) Early Team Structure in AI Infra Startups(34:49) Full Stack vs Composable Infra in AI(37:52) Fragmentation vs Consolidation in AI Tooling(41:02) Where Moats Will Accumulate: Data In, AI, Data Out(45:10) Biggest Challenge in Building Superset(46:23) Rapid Fire Round--------Where to find Tom Chavez: LinkedIn: https://www.linkedin.com/in/tommychavez/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 X: https://x.com/prateekvjoshi 

Rowan Stone is the CEO of Sapien, a decentralized data foundry where AI models can access verified human expertise worldwide. They've raised raised a $10.5M round led by Variant. He's also the co-creator of Coinbase's layer 2 network called Base.Rowan's favorite book: Outlive (Author: Peter Attia)(00:01) Introduction(01:09) The Flaws in Centralized Data Models(04:10) Mechanism of Knowledge Transfer and Expert Incentives(07:08) Supply, Demand, and Market Dynamics for Training Data(10:22) Chain of Thought Reasoning and 3D/4D Data Use Cases(12:22) Building the MVP: What Worked and What Didn't(15:17) Acquiring the First Five Customers(17:59) What They Got Right and What They'd Change(20:15) How to Scale from Early Customers: Advice to Founders(22:02) Data Infrastructure Opportunities in 2025(25:57) Designing AI-Native Databases(28:04) Biggest Startup Challenge: Messaging and Clarity(30:22) Future of Data Collection Mechanisms (2 to 5 Years Out)(32:07) Autonomous Vehicles and Demand for 4D Data(35:33) Emerging AI Use Cases: Memory, Wearables, and Robotics(36:19) Rapid Fire Round--------Where to find Rowan Stone: LinkedIn: https://www.linkedin.com/in/rowan-stone/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 X: https://x.com/prateekvjoshi 

Rish Gupta is the cofounder and CEO of Spot AI, a video AI platform for the physical world. They've raised $93M from amazing investors such as Scale, Bessemer, and Qualcomm Ventures.Rish's favorite book: Atlas Shrugged (Author: Ayn Rand)(00:01) Introduction(00:32) Video-AI basics: ingesting camera feeds across diverse networks ​(02:42) Edge-vs-cloud trade-offs for compute, storage, and bandwidth ​(05:40) Mapping the sector: hardware waves to cloud cameras to pure-software layer ​(07:43) Founding insight: why Spot AI attacked the video layer now ​(11:35) Bare-bones MVP: two-page dashboard that unified camera access ​(15:34) First-10-customer lessons & pruning the ideal customer profile (ICP) ​(18:54) Go-to-market experiments: ICP variants, pain points, and channels ​(23:00) Early-team blueprint: engineering-heavy, founders run sales ​(24:03) Hardware stance: free IP cameras to simplify one-vendor buying ​(26:01) Biggest tech hurdle: supporting thousands of camera brands & configs ​(27:00) Sales challenge: outbound fatigue forces novel GTM motions ​(28:55) Future vision: each camera becomes an autonomous AI agent with a "job" ​(30:25) Key AI unlock: massive context windows enabling flow-state reasoning ​(32:14) Rapid-fire round--------Where to find Rish Gupta: LinkedIn: https://www.linkedin.com/in/profilerish/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 X: https://x.com/prateekvjoshi 

Alex Levin is the cofounder and CEO of Regal, a platform for AI phone agents. They've raised $82M from amazing investors such as Emergence Capital.Alex's favorite book: The PayPal Wars (Author: Eric M. Jackson)(00:01) Introduction(02:37) Evolution of customer contact tools and legacy players(06:02) Launching Regal: Origin story and early challenges(08:41) MVP strategy and problems worth solving(11:46) Lessons from 0 to 10 customers: Growth mistakes and hiring(16:13) Ideal early-stage team construction and hiring philosophy(19:06) Sequencing hires as company scales(20:58) What makes a good investor and how to leverage them(25:42) Best and worst experiments while building Regal(29:04) Internal use of AI at Regal across teams(31:49) The future of AI phone agents and near-term blockers(34:13) Rapid Fire Round--------Where to find Alex Levin: LinkedIn: https://www.linkedin.com/in/alexlevin1/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 X: https://x.com/prateekvjoshi 

Colin Zima is the cofounder and CEO of Omni, a data platform that combines the consistency of a shared data model with the speed and freedom of SQL. They recently raised their $69M Series B led by ICONIQ Growth. He was previously the Chief Analytics Officer at Looker.Colin's favorite book: Blink (Author: Malcolm Gladwell)(00:01) Introduction(01:10) What Is a Data Model and Why It Matters(03:27) Gaps in the Modern Data Stack(05:38) The Staying Power of SQL(07:29) Origin Story: Why Omni Was Created(10:13) Lessons from Building the MVP(12:48) Go-to-Market Insights: Zero to Ten Customers(16:02) Founder-Led Sales and Marketing Tactics(18:58) Company Building: Recruiting and Product Challenges(21:34) Product Positioning in a Crowded Market(23:26) Design Philosophy in Enterprise Software(28:21) Omni's Tech Stack and Development Strategy(28:57) Real-World Use of AI Inside the Company(31:01) Future of Data Tooling and Role of AI(33:49) Rapid Fire Round--------Where to find Colin Zima: LinkedIn: https://www.linkedin.com/in/colinzima/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshi 

Alvaro Morales is the cofounder and CEO of Orb, a usage-based billing product for modern software companies. They've raised $44M to date from amazing investors such as Mayfield, Menlo Ventures, and Greylock. Alvaro's favorite book: Conversation in the Cathedral (Author: Mario Vargas Llosa)(00:01) Introduction (00:35) What is Usage-Based Billing?(02:27) Challenges in Metering Usage(04:14) Examples of Consumption-Based Products(05:49) Tools for Usage Metering and Billing(09:08) Founding Story and Validation of Orb(12:11) Building the MVP for a Billing System(14:48) Acquiring the First 10 Customers(18:33) Scaling Sales & Marketing After Initial Traction(21:09) Building the Team & Ideal Candidate Profile(23:26) Technology Stack Behind Orb(25:55) Real-Time Analytics vs Streaming for Billing(27:18) Other Key Components of Orb's Solution(28:38) Why Incumbents Haven't Solved This Problem(31:09) How Orb Uses AI Internally(32:53) Most Exciting AI Advancements for the Future(34:30) Rapid Fire Round--------Where to find Alvaro Morales: LinkedIn: https://www.linkedin.com/in/alvaro-morales/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite X: https://x.com/prateekvjoshi 

Jay Madheswaran is the cofounder and CEO of Eve, a legal AI platform for plaintiff law firms. They recently raised their $47M Series A from Andreessen Horowitz, Lightspeed, and Menlo Ventures. He was previously a partner at Lightspeed and the first engineer at Rubrik.Jay's favorite book: The Truth Detector (Author: Jack Schafer)(00:01) Introduction(00:44) Overview of Legal AI and Industry Impact(03:53) Daily Operations in Plaintiff Law Firms(05:49) Identifying and Launching Eve's MVP(08:58) Framework for Building an Effective MVP(12:02) Acquiring Early Customers (Zero to Ten)(14:20) Scaling Beyond Early Customers: Growth Strategies(16:08) Encouraging Word-of-Mouth and Inbound Growth(18:21) Product Development and Customer Feedback Loops(20:27) Eve's Technology Stack and Internal AI Usage(22:16) Team Structure and Leadership Development(24:20) Role and Impact of Designers in Early Startups(27:15) Future Trends in Legal AI: Consolidation vs. Specialization(30:29) Exciting AI Advancements Relevant to Eve(31:58) Rapid Fire Questions--------Where to find Jay Madheswaran: LinkedIn: https://www.linkedin.com/in/jayanth1/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 X: https://x.com/prateekvjoshi 

Anant Bhardwaj is the founder and CEO of Instabase, an AI-native unstructured data platform. They've raised $322M in funding to date from NEA, Andreessen Horowitz, Greylock, and Index Ventures. He did his masters from Stanford and PhD from MIT. Anant's favorite book: The Singularity Is Near (Author: Ray Kurzweil)(00:07) Defining Unstructured Data(01:18) The Growth of Unstructured Data and Its Challenges(02:05) Evolution of Tools for Analyzing Unstructured Data(04:25) How Large Language Models (LLMs) Changed Data Processing(05:27) Do We Still Need ETL in the LLM Era?(06:05) Structured Queries vs. Direct Unstructured Querying(08:22) Applying LLMs in Enterprise Settings(09:34) Ensuring Accuracy in AI-Driven Data Analysis(11:29) SQL vs. AI-Driven Queries in Business Use Cases(13:48) Retrieval-Augmented Generation (RAG) for Enterprise AI(15:02) The Founding of Instabase and Its Early Vision(19:03) Building the MVP of Instabase(22:52) First 10 Customers: Lessons from Early Sales(26:01) Scaling Customer Acquisition: Experiments and Failures(30:35) When to Hire a Sales Team: Key Lessons(33:52) AI Adoption at Instabase for Internal Productivity(37:48) The Technology Stack Behind Instabase(42:36) Transition from OS-Based Architecture to LLM-Based System(43:45) Rapid Fire Questions--------Where to find Anant Bhardwaj: LinkedIn: https://www.linkedin.com/in/anantpb/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 X: https://x.com/prateekvjoshi 

Malte Kosub is the cofounder and CEO of Parloa, an AI agent platform for customer service. They raised their $66M Series B led by Altimeter.Malte's favorite book: The Qualified Sales Leader (Author: John McMahon)(00:01) Introduction(00:26) Overview of AI in Customer Support(01:33) The Current Landscape of AI Agents(02:46) Enterprise Adoption of AI Agents(04:16) The Founding Story of Parloa(06:25) Deciding What Goes into V1 of a Product(07:56) Achieving 99.9999% Accuracy in AI Agents(09:29) How to Identify Customer Needs for AI Products(10:55) Scaling from Early Customers to the Next 10(12:41) Growth Experiments: What Worked and What Didn't(14:42) Current State of Parloa: Capabilities and Scale(16:36) Structuring Teams for AI-First Companies(18:49) Technology Stack and Internal AI Use Cases(21:29) How to Pitch an AI Product to Enterprises(23:32) Essential Tools Used Inside the Company(25:41) AI's Role in Daily Life and Workflows(27:54) The Future of AI Agents in Customer Support(28:37) Can AI Agents Fully Replace Human Agents?(29:05) Exciting AI Advancements Impacting Parloa(30:06) Rapid Fire Round--------Where to find Malte Kosub: LinkedIn: https://www.linkedin.com/in/maltekosub/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshi 

Scott Stevenson is the cofounder and CEO of Spellbook. They launched the first generative AI copilot for lawyers. It's used by more than 3,000 law firms and are growing really fast. They most recently raised $20M Series A from investors such as Inovia, Bling, and Moxxie. Scott's favorite book: Zero to One (Author: Peter Thiel)(00:01) Introduction(00:06) The basics of legal AI and its applications(02:57) How lawyers use AI for contract review and drafting(03:22) Inspiration from GitHub Copilot and AI's role in legal work(04:19) AI in litigation vs. transactional legal work(06:37) Why AI adoption in legal work accelerated(07:07) The launch story of Spellbook(07:45) Finding the right problem to solve in legal tech(10:11) How GitHub Copilot influenced Spellbook's early direction(11:42) Spellbook's first prototype and early traction(13:11) The moment Spellbook realized it had product-market fit(14:31) Measuring actual product usage and customer adoption(15:27) Early learnings from new customers(17:59) Growth experiments: what worked and what failed(20:48) Discovering unexpected customer segments(22:50) Company building philosophy and structuring Spellbook(26:18) Avoiding over-optimization for structure in startups(30:21) How to decide what to ship in a startup(32:21) Pattern-matching vs. narrative reasoning in product development(35:39) Lessons from AI contract review and LLM usage(36:14) Rapid-fire round

Merrill Lutsky is the cofounder and CEO of Graphite, an AI-powered code reviewer that's used by tens of thousands of users. They are backed by amazing investors including Andreessen Horowitz.Merrill's favorite book: Never Split the Difference (Author: Chris Voss)(00:01) Introduction(00:06) Teaching AI to Understand Code(02:40) AI-Assisted Code Generation and Code Review(06:20) Current Landscape of AI-Assisted Code Review(09:04) Motivation Behind Launching Graphite(16:52) Landing the First Paying Users and Early Learnings(21:42) Growth Experiments: Wins and Misses(26:27) Current Scale of Graphite(29:12) Tech Stack Behind Graphite(33:12) Future of AI-Assisted Coding and Graphite's Role(35:37) Rapid Fire Round--------Where to find Merrill Lutsky: LinkedIn: https://www.linkedin.com/in/merrill-lutsky/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 X: https://x.com/prateekvjoshi 

Amit Jain is the cofounder and CEO of Luma AI, an AI platform to create realistic looking videos. They're backed by Andreessen Horowitz, Amazon, and AMD. He was previously at Apple where he worked on VisionPro. Amit's favorite book: Skunk Works (Authors: Ben R. Rich, Leo Janos)(00:01) Introduction(00:26) How Can AI Models Generate Realistic Videos(02:38) The Current Landscape of Video Generation(06:16) Teaching AI Models the Laws of Physics(09:47) Founding Luma: Deciding on the First Product Version(12:56) Validating Market Need & User Feedback(16:42) Key Learnings from Ray 1 Before Launching Ray 2(21:24) Growth Hacks That Moved the Needle(24:27) From Zero Users to Today: The Growth Journey(27:53) Building a Community Around Luma(30:57) Luma's Technology Stack & AI Infrastructure(36:42) Biggest Technical Challenges in Building Luma(39:24) The Future of Video Generation & AI's Role(41:54) Rapid Fire Round--------Where to find Amit Jain: LinkedIn: https://www.linkedin.com/in/gravicle/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 X: https://x.com/prateekvjoshi 

Zach Lloyd is the cofounder and CEO of Warp, the intelligent terminal powered by AI. They recently raised their $50M Series B led by Sequoia Capital. He was previously the cofounder of SelfMade and the interim CTO of TIME. Zach's favorite book: The Death of Ivan Ilyich (Author: Leo Tolstoy)(00:01) Introduction(00:07) Basics of the Terminal: What It Does and Why Developers Use It(01:48) Foundation of Warp: Addressing Terminal Shortcomings(05:00) Initial Feature Set: Building Warp's Early Product(07:19) Product Iteration and Retaining Early Users(10:15) AI Integration in Warp: Initial Use Cases and Evolution(14:00) Technical Challenges: Building Warp in Rust(16:25) Feature Prioritization: Balancing Feedback and Vision(18:26) Warp's Tech Stack: Languages, Frameworks, and Tools(22:22) Cross-Platform Development Challenges(23:07) Importance of Design: Competitive Advantage in Dev Tools(26:10) Hiring for Design in Early-Stage Startups(30:22) Warp's Vision for the Next Five Years(32:15) Lessons from Scaling Warp: Advice to Younger Self(34:02) Rapid Fire Round--------Where to find Zach Lloyd: LinkedIn: https://www.linkedin.com/in/zachlloyd/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Amias Gerety is a partner at QED Investors, a fintech-focused VC firm with $3.8 Billion under management. He was previously the Assistant Secretary at the US Department of Treasury. And he graduated from Harvard. Amias's favorite finance book: Lombard Street: A Description of the Money Market (Author: Walter Bagehot)(00:01) Introduction(00:46) Why Do Robots Need Insurance?(03:04) Challenges for Insurance Companies with Robot Liability(07:34) Risks of Autonomous Robots in Industrial vs. Domestic Settings(12:22) Cybersecurity and Hacking Risks in Robotics(15:41) Importance and Challenge of Historical Data in Robotics Insurance(18:52) Leveraging Telemetry Data for Risk Modeling(22:09) Creating a Functional Insurance Market for Robotics(26:42) Should Robots Be Independent Legal Entities?(28:34) Should Robots Buy Their Own Insurance?(32:30) Partnerships Between Insurers and Robotics Companies(37:11) Regulatory Framework for Robotics Insurance(38:57) Advice for Founders in Robotics Insurance(40:07) Rapid Fire Round--------Where to find Amias Gerety: LinkedIn: https://www.linkedin.com/in/amias-gerety/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Jordan Tigani is the cofounder and CEO of MotherDuck, a data warehouse platform based on open source database DuckDB. They've raised $100M in funding from amazing investors like Andreessen Horowitz, Felicis, Madrona, and Altimeter. He was previously the CPO at SingleStore and spent 11 years at Google before that. He has a degree in electrical engineering from Harvard.  Jordan's favorite book: The Master and Margarita (Author: Mikhail Bulgakov)(00:01) Introduction(00:08) Founding of MotherDuck(01:12) The Philosophy of Shipping Products at MotherDuck(05:02) Founding Story and Identifying the Market Opportunity(10:57) Building the First Version and Overcoming Early Challenges(12:23) Validating Customer Needs and Asking the Right Questions(18:24) Deciding What Features to Prioritize and Exclude(21:30) Positioning a New Product in a Mature Market(27:36) Overcoming Challenges in Scaling MotherDuck(32:29) Measuring Success of New Features in Enterprise Products(36:20) Structuring the Organization for Effective Execution(41:09) Preparing MotherDuck for the AI Native Era(43:28) Rapid Fire Round --------Where to find Jordan Tigani: LinkedIn: https://www.linkedin.com/in/jordantigani/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Amias Gerety is a partner at QED Investors, a fintech-focused VC firm with $3.8 Billion under management. He was previously the Assistant Secretary at the US Department of Treasury. And he graduated from Harvard. Amias's favorite book: The Origin of Species (Author: Charles Darwin)(00:01) Introduction and Setting the Stage(00:29) The Status Quo: AI Agents and Online Purchases(02:20) The Current Payment Infrastructure Explained(04:42) Automation Today: Auto-Complete and Recurring Payments(06:09) Why AI Agents Need Dedicated Financial Infrastructure(08:29) Historical Examples: Auctions, Bots, and Payment Systems(09:32) Identifying and Verifying AI Agents in Commerce(11:59) Risks of Agentic Commerce: Lessons from Knight Capital(14:47) Stripe's Role in Agent Payments: SDKs and Gaps(19:46) Opportunities for Startups in Agentic Frameworks(22:49) Challenges: Disputes, Chargebacks, and Reversals(26:32) Regulation and Governance in Agentic Payments(28:24) Building Merchant Trust in AI Transactions(30:11) Needs of AI Developers: Reliability in Transactions(33:04) The Future of Agentic Commerce and Microtransactions(35:42) Building Consumer Trust in Agentic Systems(38:45) Broader AI Applications in Finance(40:13) Rapid Fire--------Where to find Amias Gerety: LinkedIn: https://www.linkedin.com/in/amias-gerety/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Cody Coleman is the cofounder and CEO of Coactive AI, a multimodal AI platform to accelerate metadata generation. They recently raised their $30M Series B co-led by Cherryrock Capital and Emerson Collective along with participation from Greycroft, Andreessen Horowitz, and Bessemer Venture Partners. He has a masters degree from MIT and a PhD from Stanford. Cody's favorite books: - The Inner Game of Tennis (Author: W. Timonthy Gallwey) - Gettine More (Author: Stuart Diamond)(00:01) Introduction: Setting the Stage for Metadata(00:21) What is Metadata? Structure in Unstructured Data(01:37) Metadata in Real-World Visual Data Analysis(03:01) Automating Metadata Generation: Challenges and Approaches(06:57) Introduction to Multimodal AI: What and Why(11:25) Managing Trade-Offs in Multimodal AI Systems(13:31) Labeling Challenges in Multimodal Datasets(16:23) Characteristics of an Ideal Metadata Language(18:22) Linking Metadata Quality to Model Effectiveness(20:56) Measuring Efficiency of Metadata Extraction Engines(22:55) Role of Synthetic Data in Metadata and AI(25:30) Evolution of Data Labeling and Future of Metadata(27:27) Exciting Technological Advancements in AI(29:29) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Gilwoo Lee is the founder and CEO of Zordi, a company that builds and operates autonomous greenhouses with mobile robots and AI. They raised $20M in their most recent funding round led by Khosla Ventures. She has degrees from MIT, CMU, and University of Washington. Gilwoo's favorite book: Masayoshi Son's 300-Year Plan (Author: Takashi Sugimoto)(00:01) Introduction(00:08) What is a Greenhouse?(01:08) Greenhouse Usage in Different Regions(02:45) Advantages and Challenges of Greenhouses(06:15) Crops Suitable for Greenhouses(08:23) Introduction to Autonomous Greenhouses(10:40) Technology Stack of Autonomous Greenhouses(12:17) Factors Affecting Crop Growth and Automation(14:00) Data Requirements for AI Models in Greenhouses(15:14) Upgrading Traditional Greenhouses to Autonomous(17:26) Tasks Managed by Robots in Greenhouses(18:45) Engineering Challenges in Robotics for Greenhouses(20:16) Future of Robotics in Greenhouses(21:39) Robotics Supply Chain and Standardization(23:23) Verticalized vs. General-Purpose Robots(27:16) Robotics Foundation Models(29:52) Economics of Autonomous Greenhouses(33:16) Future of Autonomous Farming(34:01) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Vivas Kumar is the cofounder and CEO of Mitra Chem, the first lithium-ion battery materials product company focused on shortening the lab-to-production timeline by over 90%. They recently raised more than $80M in funding from Social Capital, General Motors, Alpha Wave Ventures, and others. Vivas's favorite book: Long Walk to Freedom: The Autobiography of Nelson Mandela (Author: Nelson Mandela)(00:01) Introduction(02:25) How Lithium-Ion Batteries Work(04:56) Evolution of Battery Materials(06:46) Development of Lithium-Ion Battery Technology(08:10) Optimizing Battery Properties: Cost, Energy Density, and Cycle Life(10:52) Supply Chain of Battery Materials(13:16) From Lab to Production: Key Bottlenecks(15:26) Using AI to Accelerate Synthesis Design(18:18) Battery Cell Qualification: Process and Importance(20:13) Managing Risk in AI-Driven Battery Experiments(21:20) Data Generation for AI-Driven Battery Development(22:52) Challenges in Manufacturing Large-Scale Batteries(25:02) Current Limitations in Battery Materials Development(26:39) Next-Generation Battery Materials in the Pipeline(27:50) Advancements in Battery Technology Beyond Materials(29:52) Advice for New Founders in the Battery Industry(31:42) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Alan Cowen is the cofounder and CEO of Hume, a company building voice-to-voice foundation models. They recently raised their $50M Series B from Union Square Ventures, Nat Friedman, Daniel Gross, and others. Alan's favorite book: 1984 (Author: George Orwell)(00:01) Introduction(00:06) Defining Voice-to-Voice Foundation Models(01:26) Historical Context: Handling Voice and Speech Understanding(03:54) Emotion Detection in Voice AI Models(04:33) Training Models to Recognize Human Emotion in Speech(07:19) Cultural Variations in Emotional Expressions(09:00) Semantic Space Theory in Emotion Recognition(12:11) Limitations of Basic Emotion Categories(15:50) Recognizing Blended Emotional States(20:15) Objectivity in Emotion Science(24:37) Practical Aspects of Deploying Voice AI Systems(28:17) Real-Time System Constraints and Latency(31:30) Advancements in Voice AI Models(32:54) Rapid-Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Hassaan Raza is the cofounder and CEO of Tavus, a video API platform for digital twins. They've raised more than $28M in funding from investors such as Sequoia and Scale VP. Hassaan's favorite book: Go Like Hell (Author: A. J. Baime)(00:01) Introduction(00:38) Overview of AI in video generation(01:44) AI models used in video generation(03:35) Capturing intricate facial movements in real-time(06:46) Data capture and 3D modeling from basic video input(09:01) Explanation of neural radiance fields and Gaussian splatting(10:14) Capturing facial expressions for video generation(15:22) Temporal coherence in video generation(18:05) Challenges in conversational video, including lip-syncing and emotion alignment(20:38) Inference challenges in conversational video(22:47) Bottlenecks in the pipeline: LLMs and time-to-first-token(26:58) Multimodal models and trade-offs(27:36) Advice for founders running API businesses(30:04) Pitfalls to avoid in API businesses(32:15) Technological breakthroughs in AI(34:10) Rapid-fire round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Alex Gallego is the founder and CEO of Redpanda, a streaming data platform built for data-intensive applications. They've raised more than $165M in funding from investors such as Lightspeed, GV, and Haystack. He was previously the cofounder and CTO of Concord Systems. (00:01) Introduction(00:07) Defining Streaming Data(04:14) Evolution of Streaming Data Systems Over the Last 10 Years(09:10) Introduction to Sovereign AI(14:14) How Sovereign AI Works in Practice(19:51) Infrastructure Needed for Sovereign AI(23:48) Sensitive Workloads in Enterprise AI(28:01) Foundation Models and Streaming Data(32:41) Breakthroughs in AI Related to Streaming Data(34:39) Rapid Fire Round --------Where to find Alex Gallego: LinkedIn: https://www.linkedin.com/in/alexandergallego--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Will Lu is the cofounder and CTO of Orby AI, an AI platform to automate people's repetitive tasks. He was previously the Head of Engineering at Google and a Systems Software Engineer at Nvidia. Will's favorite book: Beyond Enterpreneurship (Authors: Jim Collins and William Lazier) (00:01) Introduction(00:07) History of RPA(01:04) Building Blocks of RPA(02:34) Drawbacks of Traditional RPA(05:06) Introduction to AI-Native RPA(06:38) Advantages of AI-Native RPA(08:14) Defining Generative Process Automation (GPA)(10:15) Explanation of Large Action Models(11:47) Role of AI Agents in Process Automation(13:11) Data for Building Large Action Models(14:44) Benchmarking Large Action Models(15:53) Risk Mitigation in AI-Native RPA(17:44) Changing Roles in the RPA Industry(19:14) Adoption of Agent Technologies(21:03) ROI Measurement in AI-Native RPA(23:05) Explainability in AI Systems(24:25) Fast Adoption Teams in Enterprises(25:15) Handling Unstructured Data(26:12) Digital Organizations and Future Automation(27:09) Exciting AI Breakthroughs(28:03) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Tim Tully is a partner at Menlo Ventures, a VC firm that has invested in companies like Uber, Anthropic, Pinecone, Benchling, Chime, Carta, Recursion, and more. He was previously the CTO of Splunk, a publicly traded company that was acquired by Cisco for $28 billion. Prior to that, he was the VP of Engineering at Yahoo for 14 years. Tim's favorite book: Infinite Jest (Author: David Foster Wallace)(00:01) Introduction(00:07) Evolution of Databases(03:17) Enduring Business Models in Data Management(04:41) Challenges and Trade-offs in Database Choices(06:20) Modern Database Architecture(09:06) Separation of Storage and Compute(10:35) Role of Indexing in LLM Applications(13:20) Handling Different Types of Data in Databases(14:50) Distributed Databases Explained(16:20) Real-time Data Handling and Requirements(18:53) Architecting Data Infrastructure for AI(21:29) ETL in Modern Data Infrastructure(24:53) AI's Role in Database Optimization(27:17) Network Architecture(30:13) Hardware Improvements and Database Performance(33:35) Technological Breakthroughs and Investment Opportunities(35:11) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Brad Porter is the founder and CEO of Collaborative Robotics, where they are building robots that will seamlessly blend into our surroundings. They've raised funding from Sequoia Capital, Khosla Ventures, General Catalyst, and Lux Capital. He was previously the CTO of Scale AI. Prior to that, he was the VP of Robotics at Amazon. He has a bachelors and masters degree from MIT. Brad's favorite book: Mike Mulligan and His Steam Shovel (Author: Virginia Lee Burton)(00:00) Introduction(02:11) Collaborative Robots Explained(05:17) Building Blocks in Robotics(11:01) Architecture of a Cobot(14:12) Safety in Industrial Settings(18:08) Sensors in Cobots(20:20) Power Consumption and Optimization(23:31) Zonal Compute Architecture(26:34) AI Models for Task Planning(30:32) Reasoning and Human Interaction(35:00) Simulation to Real-World Deployment(38:49) Multi-Robot Coordination(41:57) Technological Breakthroughs in Robotics(45:29) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Mehul Nariyawala is the cofounder of Matic where they are building the world's most advanced floor cleaning robots. He was previously the cofounder of Flutter, which was acquired by Google. During his career, he has held roles at Google, Like.com, and Salesforce.  Mehul's favorite books: - The Martian (Author: Andy Weir)- Lyndon Johnson series (Author: Robert Caro)- Shoe Dog (Author: Phil Knight)- The Making of the Atomic Bomb (Author: Richard Rhodes)(00:00) Introduction and Core Technologies(01:26) The Evolution of Floor Cleaning Robots(09:42) Constantly Updating Maps for Optimal Cleaning(12:53) Differentiating Between Known and Unknown Objects(16:03) On-Device Processing for Privacy and Energy Efficiency(22:31) Data Collection and Privacy in Home Robotics(24:32) Reducing Noise in Home Robots(30:04) The Importance of Simplicity in AI Products(32:17) Overlooked Trends in Robotics: The Rise of Rust(40:51) Challenges and Opportunities in the Commoditization of Consumer AI--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Krish Ramineni is the cofounder and CEO of Fireflies, an AI meeting assistant that takes notes, transcribes, and analyzes all your meetings. It's used across 300,000 organizations around the world with 70% of the Fortune 500 companies using it. He was previously the cofounder of Rumblii and was at Microsoft working on customer voice analytics. Krish's favorite book: Genghis Khan and the Making of the Modern World (Author: Jack Weatherford) (00:04) Introduction(00:11) State of Play in Voice AI Today(01:26) User Perception Shift in Voice AI(01:59) Evolution of Speech to Text Technology(04:05) Extracting Intelligence from Audio Files(07:22) Impact of New Technology on Semantic Parsing(12:46) Modern Capabilities and Gaps in Intent Recognition(17:23) Advances in Speech Generation and Processing(20:58) Role of Reinforcement Learning in Voice AI(24:05) Handling Low Resource Languages with Transfer Learning(28:32) Lessons from Building and Shipping Voice AI Products(35:10) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Surge Biswas is the cofounder and CEO of Nabla Bio, an AI platform to enable precise drug design and high-throughput measurement of drug properties. They recently raised $26M Series A led by Radical Ventures. He has a PhD in Bioinformatics and Integrative Genomics from Harvard University. Surge's favorite book: Permutation City (Author: Greg Egan)(00:01) Introduction(00:07) Generative AI in Drug Design(01:19) Traditional vs. AI-driven Drug Discovery(03:42) Designing Antibodies(05:06) Therapeutic Antibodies Design Process(07:39) Data Sets for AI in Drug Discovery(10:48) High Throughput Measurement in Drug Discovery(13:14) Setting Up High Throughput Screening Assays(18:46) Multiplexed Screens in Drug Discovery(21:55) Protein Characterization Techniques(24:33) Protein-Protein Interactions(28:12) AI in Protein Characterization(30:55) Technological Breakthroughs in AI and Bio(32:36) Rapid Fire Round(36:27) Conclusion--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Michael Kohen is the founder and CEO of SparkAI, a platform that delivers real-time resolutions to longtail AI exceptions in production. SparkAI was acquired by John Deere. He was previously the cofounder of Wonder. He has also held roles at Zoox and Hero. And he got his bachelors degree from Harvard University. Michael's favorite book: Star Maker (Author: Olaf Stapledon)(00:00) Introduction and Definition of AI Edge Cases(02:24) Examples of Edge Cases in Everyday Life(03:09) Importance of Edge Cases in Various Industries(04:09) Challenges in Resolving Edge Cases(08:53) The Potential of Reinforcement Learning in Addressing Edge Cases(10:48) Continuous Updating and Retraining of AI Models(29:28) Lessons Learned in Handling Edge Cases(31:39) Exciting AI Breakthroughs in Hardware Development(36:18) Advice for Founders: Focus on Creating Value for Customers--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Eric Daimler is the cofounder and CEO of Conexus AI, a data management platform that provides composable and machine-verifiable data integration. He was previously an assistant dean and assistant professor at Carnegie Mellon University. He was the founding partner of Hg Analytics and managing director at Skilled Science. He was also the White House Presidential Innovation Fellow for Machine Intelligence and Robotics. Eric's favorite book: ReCulturing (Author: Melissa Daimler) (00:00) Understanding Symbolic AI(02:42) Symbolic AI mirrors biological intelligence(06:01) Category Theory(08:42) Comparing Symbolic AI and Probabilistic AI(11:22) Symbolic Generative AI(14:19) Implementing Symbolic AI(18:25) Symbolic Reasoning(21:24) Explainability(24:39) Neuro Symbolic AI(26:41) The Future of Symbolic AI(30:43) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Edward Suh is the founder and managing partner of Alpine Ventures, an early stage venture capital fund. He was previously at Goodwater Capital and Redpoint Ventures. He has bachelors and masters degree from Stanford specializing in AI. Edward's favorite book: Poor Charlie's Almanack (Author: Charlie Munger) (00:00) Introduction and Investing Framework(06:02) Cold Emailing and Honest Feedback(13:23) Biases and Opportunities in the VC Ecosystem(20:47) Disruption and Ownership in the AI Tech Stack(24:15) Robotic Process Automation and AI Agents(26:08) Consumer AI Opportunities(30:00) Unlocking Opportunities in EdTech(33:11) Technological Breakthroughs in AI(35:04) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Julia Klein is a partner at March Capital, a growth-stage VC firm. Prior to this, she was the cofounder and CEO of CareerPeer. She has an MBA from Harvard.Julia's favorite books: - Brandon Sanderson's books- The Nightingale (Author: Kristin Hannah)- Crime and Punishment (Author: Fyodor Dostoevsky)- The Will of the Many (Author: James Islington)(00:00) Introduction(00:07) What Sets an AI Startup Apart(05:14) The Rise of Generative AI(08:00) AI and Digital Biology(08:38) Opportunities in Computer Vision(12:02) The Potential of Synthetic Data(13:55) Metrics and Challenges for AI Startups(19:27) Important Metrics for Growth Stage AI Startups(25:12) Exciting Technological Breakthroughs in AI(27:41) Future Opportunities for AI Founders(29:28) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Anand Kannappan is the cofounder and CEO of Patronus AI, an automated AI evaluation and security company. They have raised funding from Lightspeed Venture Partners, Replit CEO Amjad Masad, Gokul Rajaram, and Fortune 500 executives. He was previously at Meta and Vertis. He was also the cofounder of Kyber Technologies, which was a service to systematically predict market events using AI and remote sensing data. It evolved into a futures quant hedge fund managing $15M for partners. Anand's favorite book: Harry Potter series (Author: JK Rowling)(00:00) Introduction and Common Failure Modes of Large Language Models(03:02) Challenges of Automated Evaluation in AI Models(06:08) The Importance of Fine-Tuning and Retrieval Augmented Generation(09:02) Addressing Copyright Detection in Language Models(11:51) The Liability of Companies Using AI Models(15:02) Advancements in Multimodal Models and State Space Models(20:48) The Role of Fine-Tuning in the Evolution of Language Models(23:51) The Significance of Adversarial Testing in AI(25:56) The Role of Retrieval Augmented Generation in AI(28:05) The Need for Continuous Function Optimization in Prompting(29:02) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Camilo Acosta is a GP at Perceptive VC, a pre-seed and seed stage venture firm investing in AI-first companies across the US and Latin America. He was previously a product lead at Meta. Prior to that, he was the cofounder and CEO of Pay By Group. Camilo's favorite book: The Power Law (Author: Sebastian Mallaby)(00:00) Introduction (00:29) Key Factors for AI Startup Success(01:23) Disruptive Opportunities for Startups in the AI Tech Stack(03:15) Challenges and Opportunities in AI Hardware(04:15) Assessing Ambitious Hardware Opportunities(05:23) Promising Trends in Verticalized AI Applications(06:21) Impactful AI Applications in Healthcare and Education(08:11) Modes and Building an Edge in AI Startups(09:10) The Importance of Truth Seeking and Paranoia in Founders(11:13) Overlooked Opportunities in AI, Particularly Computer Vision(13:26) Traits of Successful AI Startup Founders(15:46) Balancing Coachability and Self-Reliance in Founders(20:43) Personalized Compute Devices and the Future of Hardware(22:34) Infusing AI into Venture and Private Equity Workflows(25:34) Exciting Breakthroughs and Seed Fundable Opportunities in AI(27:44) The Future of AI Investing and the Role of Founders(29:48) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Anima Anandkumar is a Bren Professor at Caltech. Her work developing novel AI algorithms enables and accelerates scientific applications of AI, including scientific simulations, weather forecasting, autonomous drone flights, and drug design. She has received best paper awards at venues such as NeurIPS and the ACM Gordon Bell Special Prize for HPC-Based COVID-19 Research. She holds degrees from the IIT Madras and Cornell University. She has conducted postdoctoral research at MIT. She was previously principal scientist at Amazon Web Services and senior director at Nvidia. Anima's favorite book: Hyperspace (Author: Michio Kaku)(00:00) Introduction(00:10) The Impact of AI on Science(02:25) AI Disrupting Physics(03:02) Challenges in Fluid Dynamics(06:21) Achieving Orders of Magnitude Speedup(10:43) AI Discovering New Laws of Physics(11:45) Complexity of Fluid Dynamics(15:54) Simulating Physical Phenomena with AI(22:23) AI for Drones in Strong Winds(25:16) Optimizing Experiments with AI(28:19) AI in Quantum Chemistry(32:38) Technological Breakthroughs in AI(33:23) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Varun Mohan is the cofounder and CEO of Codeium, an AI code generation tool used by hundreds of thousands of developers. They recently announced their $65M Series B led by Kleiner Perkins with participation from Greenoaks and General Catalyst. He was previously at Nuro. He has a bachelors and masters degree from MIT. Varun's favorite book: The Idea Factory (Author: Jon Gertner)(00:00) Introduction and State of Play(03:03) What Generative AI Can Do Well(06:10) Introduction to Codeium(08:53) Handling Different Programming Languages(11:26) Model Architectures and Optimization(13:27) Interpreting and Trusting AI Decisions(18:33) Security and Privacy Considerations(20:07) Impact on Software Quality and Developers(21:50) Potential Obsolescence of Programming Languages(23:39) Handling Edge Cases(26:07) The Biggest Impact of Generative AI for Coding(28:27) Technological Breakthroughs in Generative AI(29:30) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Rajat Bhageria is the founder and CEO of Chef Robotics, where they are building robots that can do the work of assembly line cooks in commercial kitchens. He's also the cofounder and managing partner of Prototype Capital, a pre-seed VC fund. He was previously the cofounder and CEO of ThirdEye, which got acquired in 2017. He has been a writer for Forbes, TechCrunch, and Huffington Post. Rajat's favorite book: Steve Jobs (Author: Walter Isaacson)(00:00) Fundamentals of Robotics and AI(01:44) Sensors in the Kitchen(03:18) Motion Control in the Kitchen(07:15) Introduction to Chef Robotics(10:15) Designing Robotic Grippers for the Kitchen(14:01) Computer Vision in the Kitchen(24:31) The Power of Marrying Software and Hardware(28:00) Energy Consumption in Robotics(32:18) User Experience in Robotics(36:32) Technological Breakthroughs and Future of Robotics(41:28) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Jonathan Godwin  is the cofounder and CEO of Orbital Materials, where they're using Generative AI to develop a pipeline of new materials for carbon removal and energy transition. He was previously a Senior Research Engineer at Google DeepMind. Jonathan's favorite book: The Making of the Atomic Bomb (Author: Richard Rhodes) (00:07) The Process of Discovering New Materials(04:20) Building the Foundation Model(06:42) The Impact of Google's GNoME Project(08:49) Adding Materials to the Pipeline(11:08) Computational Screening and AI(13:43) Material Structures and Properties(18:41) Material Formation and Degradation(20:47) Materials for Carbon Removal and Energy Transition(23:44) Ensuring Material Safety(27:13) Exciting New Materials(28:07) Breakthroughs in Material Science(30:09) The Future of AI in Materials Discovery(34:07) Rapid Fire Round--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Sergiy Nesterenko is the cofounder and CEO of Quilter, an AI platform to automate circuit board layout. He was previously at SpaceX for 5 years and he has a degree from UC Berkeley. They just announced their $10M Series A round led by Benchmark, one of Silicon Valley's most storied VC firms. (00:07) What is a PCB and its role in electronic devices (01:30) Examples of PCBs in everyday life (04:47) Manual components of the PCB design process (06:26) Introduction to Quilter and its automation of PCB layout(07:46) What can be automated in PCB layout design(08:44) Challenges in PCB layout design(10:12) The role of AI in automating PCB layout design(12:25) Criteria for PCB design and material selection(14:38) Thermal management in PCB design(15:05) Ensuring signal integrity in PCB design(19:44) The use of AI in PCB design(20:08) The future of AI in PCB design(22:07) The importance of material selection in PCB design(23:32) The importance of thermal management in PCB design(24:11) Ensuring signal integrity in densely packed PCBs(26:59) The potential impact of AI on the PCB design process(28:47) The importance of aesthetics in PCB design(29:14) The potential obsolescence of human designers in PCB design(30:26) Exciting innovations in PCB design(34:42) The need for systematic access to PCB design information(36:30) Rapid Fire RoundSergiy's favorite book: The Lord of the Rings trilogy (Author: J. R. R. Tolkien)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Ari Morcos is the cofounder and CEO of Datology, an automated data curation platform. He was previously an AI research scientist at Meta and DeepMind. He has a PhD in neuroscience from Harvard.(00:07) Data Curation and its Importance(03:29) Assessing Data Quality(06:50) Challenges in Data Curation(13:27) Types of Data to Remove(19:33) Relationship Between Data Size and Model Size(23:22) Choosing the Optimal Subset of Data(26:23) The Future of Data Curation(31:29) Impact on Data Management Service Providers(36:19) Rapid Fire RoundAri's favorite books:- The Making of the Atomic Bomb (Author: Richard Rhodes)- The Cosmere Series (Author: Brandon Sanderson)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Ofer Ronen is the CEO of Tomato.ai, an AI platform to soften speech accents of people as they speak. He was previously at Google where he built Contact Center AI products. Prior to this, he was the cofounder and CEO of Pulse.io and Sendori. (00:26) Accent Modification in Real Time (02:21) Training Data for AI Models (04:14) Overview of Tomato AI (05:36) Challenges in Modifying Speech Accents (07:17) Role of Phonetics and Linguistics (08:19) Handling Intonation and Subtleties in Different Languages (09:36) Advances in AI for Speech Modification (11:21) Addressing Societal Bias and Ethical Considerations (13:08) Expanding Accent Modification to Different Accents (14:20) Deployment on Mobile Devices and Computational Requirements (16:02) Disclosure Policy for Accent Modification (17:59) Future Applications of Speech Modification (19:48) Ripe Areas for Innovation in Contact Center AI (22:28) Impact of Generative AI on Speech Modification (24:53) Demonstrating Success in Contact Center AI (27:06) Future of AI and Speech Modification (28:37) Rapid Fire Round Ofer's favorite book: Life 3.0 (Author: Max Tegmark)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Itamar Arel is the CEO of Tenyx, where they are building intelligent voice AI agents. He was previously the founder of Apprente and Binatix. He was previously a visiting associate professor at Stanford. (00:22) State of Play in Voice AI (02:21) Modern Voice Agents (04:01) Building Voice AI Models (05:48) The Role of Developers (08:28) Introduction to Tenyx (09:52) Innovative Use Cases of Voice AI (15:20) Challenges in Voice AI (19:18) Scaling Voice AI Across Languages (21:45) Combating Misinformation in Voice AI (24:17) Voice AI and Human Creativity (26:49) Sensitive Use Cases of Voice AI (28:48) Voice AI in the Military (30:32) AI-Generated Voice and Disclosure (32:28) Future of Voice AI (34:04) Rapid Fire Round Itamar's favorite book: Consciousness and the Brain (Author: Stanislas Dehaene)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Apoorv Agrawal is a partner at Altimeter, a tech-focused crossover firm with investments in iconic companies such as Snowflake, Twilio, UiPath, Uber, Okta, Roblox, HubSpot, GitLab, and more. He focuses on software and AI investments. He was previously an investor at Softbank and Steadview. Prior to this, he was building AI software at Rocket Fuel and Palantir as an engineer. He continues to code to this day and has built AltimeterGPT to augment their research efforts. He has a bachelors in computer science and an MBA from Stanford. (00:33) The Rise of MANG VC (03:01) Capital Deployed by MANG VC (04:27) Impact of ChatGPT on Investment Strategies (07:16) The "Round Trip" Effect (10:05) Legality and Market Distortion (12:19) Margin Profiles of AI Businesses (15:28) Valuing Modern AI Businesses (18:30) Market Distortions and Downstream Effects (21:56) Considerations for Raising Capital from MANG VC (26:19) Role of MANG VC in the Next Two Years (35:02) Rapid Fire Round Apoorv's favorite book: Man's Search for Meaning (Author: Viktor Frankl)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Atif Rafiq is the cofounder and CEO of Ritual, a software app to speed up innovation and move ideas to action. He has held C-suite roles at McDonald's, Volvo, and MGM Resorts. He was previously the cofounder/CEO of Covigna, which is a content management software provider. He's the author of the book Decision Sprint, which was featured on the Wall Street Journal's bestseller list. (00:08) Defining the Future of Work(02:06) Skills for an AI-First Workplace(05:46) Evolution of Education Systems(08:24) Impact of AI on Skilled Professionals(10:30) Remote Work Effectiveness(12:47) Equipping Teams with AI Knowledge(15:46) Career Pivots towards AI(17:49) Practical Steps for Problem Solving(20:12) Value of AI Certifications(21:27) Introduction to Ritual(23:18) Surprising Discoveries with Ritual(26:17) The Future Workplace(29:09) Rapid Fire Round Atif's favorite book: Thinking, Fast and Slow (Author: Daniel Kahneman)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Curtis Northcutt is the cofounder and CEO of Cleanlab, a data curation platform for LLMs. They have raised $30M in funding from Bain Capital Ventures, Menlo, Databricks, and TQ. He was previously the cofounder and CTO of ChipBrain. He has a PhD in Computer Science from MIT.(00:07) Data Curation in the Context of LLMs(01:14) Connection between Language Models and Computer Science(03:14) Importance of Data Curation for LLMs(04:06) Challenges in Data Curation for LLMs(06:09) Confident Learning and its Concept(09:42) CleanLab and its Role(12:42) Role of Open Source Datasets and Tooling(15:08) Balancing Data and Privacy in Regulated Industries(17:25) Feasibility of Federated Learning(20:35) Decentralized Compute and Aggregating Compute Clusters(25:19) Determining Model Size for Data Representation(27:09) Advice for ML Engineers in Handling Data Curation(30:20) Rapid Fire RoundCurtis's favorite book: The Bible (in the context of marketing)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

John Dulin is the founder and CEO of Modern Intelligence, where they are building AI foundation models for defense. He was previously at Numerai and Freenome. (00:00) Introduction(00:08) The State of AI in Defense(03:17) AI Impact on Tactics in Conflicts(09:24) Real-Time Threat Assessment(18:21) Naval Operations and Maritime Surveillance(22:28) Startups and Maritime Technologies(25:58) Naval Dominance and Global Power(31:20) Multi-Intelligence in Defense(35:20) The AI Arms Race and the Future of Defense(38:59) Rapid Fire Round John's favorite book: Wilhelm Meister's Apprenticeship (Author: Johann Wolfgang von Goethe)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Talia Goldberg is a partner at Bessemer Venture Partners where she focuses on consumer internet, software, and AI. She became the youngest elected partner in firm history. Bessemer is a VC firm with a long and storied history with investments in companies like Twilio, Shopify, Pinterest, LinkedIn, Yelp, Twitch, and many more. In this episode, we cover a range of topics including: - Why is consumer the biggest beneficiary of AI - AI is generating massive consumer surplus - Why is RLHF only a secondary moat - Distribution tactics for consumer AI: virality via social proof, the Etsy effect, building for niche communities, standing on the shoulder of giants, "first order irrational, second order rational" - Conversion tactics for consumer AI: entertainment as conversion, community-driven conversion, gambling psychology - What does 2024 look like for AI startups and VCs Talia's favorite book: Poor Charlie's Almanack (Author: Charlie Munger)  --------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Dan Caron is the founder and CEO of Health Universe, where they are building an open source collaboration platform for health AI. He was previously the founder and CTO of Dark Pilot. Prior to that, he was the founder and COO of RxREVU. In this episode, we cover a range of topics including: - State of play in Health AI - Why open source in Health AI - The founding of Health Universe - Potential risks of using open source in healthcare - Regulatory environment - Open source vs commercial healthcare - Impact of the open source approach on healthcare providers and global healthcare disparities - The future of open source in Health AI Dan's favorite book: Build (Author: Tony Fadell)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Jo Varshney is the founder and CEO of VeriSIM Life, an AI-driven bio-simulation platform that enables pharmaceutical companies to accelerate drug development. She has a PhD in Comparative Oncology and Genomics.In this episode, we cover a range of topics including: - State of play in AI-powered drug discovery - Why is it so difficult to know which drug candidates to pursue? - The founding of VeriSIM Life - Role of AI in drug formulation - Role of AI in drug repurposing - Role of AI in drug-drug interaction - How does AI help in evaluating potential toxic effects of a drug candidate? - What should ML developers know about biochemistry? And about biochemists? - Determing the efficacy - De Novo drug design - Patient stratification - The future of AI powered drug discovery Jo's favorite book: Built to Last (Author: Jim Collins)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Mark Gabel is the cofounder and CEO of Laredo Labs, where they are building an AI agent for software engineers. He was previously the Chief Scientist at Viv Labs and an assistant professor at University of Texas at Dallas. In this episode, we cover a range of topics including: - Current state of generative AI in software development - Solver agent - Characteristics of a good AI assistant - Context awareness - Tradeoff between ease of generation and software quality - The role of programming languages - Future of Generative AI in software engineering Mark's favorite books: - Gödel, Escher, Bach (Author: Douglas Hofstadter)- On Food and Cooking (Author: Harold McGee)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Jae Lee is the cofounder and CEO of Twelve Labs, where they are building video understanding infrastructure to help developers build programs that can see, hear, and understand the world. He was previously the Lead Data Scientist at the Ministry of National Defense in South Korea. He has a bachelors in computer science from UC Berkeley. In this episode, we cover a range of topics including: - What is multimodal video understanding - State of play in multimodal video - The founding of Twelve Labs - The launch of Pegasus-1 - Four core principles: Efficient Long-form Video Processing, Multimodal Understanding, Video-native Embeddings, Deep Alignment between Video and Language Embeddings - Differences between multimodal vs traditional video analysis - In what ways can malicious actors misuse this technology? - The future of multimodal video understanding Jae's favorite books: - Deep Learning (Authors: Ian Goodfellow, Yoshua Bengio, Aaron Courville)- The Giving Tree (Author: Shel Silverstein)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi