Infra Investing | Astasia Myers, GP at Felicis
Astasia Myers is a GP at Felicis, an iconic VC firm with investments in companies like Shopify, Canva, Adyen, Notion, Mercor, Plaid, Supabase, Flexport, and more. Astasia's favorite books: God's Bankers (Author: Gerald Posner)(00:01) Introduction(00:26) Astasia’s Infra Thesis(03:59) Golden Age of I…
LLMs, Vibe Coding, and Security | Idan Plotnik, CEO of Apiiro
Idan Plotnik is the CEO of Apiiro, an application security platform built for the AI era. They've raised $135M in funding from investors like Greylock, Kleiner Perkins, and General Catalyst.Idan's favorite books: Zero to IPO (Author: Frederic Kerrest)(00:01) Introduction (00:07) How LLMs Generate C…
Diffusion LLMs - The Fastest LLMs Ever Built | Stefano Ermon, cofounder of Inception Labs
Stefano Ermon is the cofounder of Inception Labs and an associate professor at Stanford. Inception is developing a new type of AI models called Diffusion LLMs.Stefano's favorite book: If on a Winter's Night a Traveler (Author: Italo Calvino)(00:01) Introduction(00:38) What are autoregressive LLMs a…
From 0 to $15M ARR in 3 months | Mukund Jha, CEO of Emergent
Mukund Jha is CEO of Emergent, an agentic vibe-coding platform. They've raised $23M from Lightspeed, Y Combinator, Together Fund, and Prosus. He was previously the cofounder and CTO of Dunzo, a hugely popular ecommerce company in India.Mukund's favorite books: The Hard Thing About Hard Things (Auth…
Building an AI Mathematician | Carina Hong, CEO of Axiom Math
Carina Hong is CEO of Axiom Math, where they're building a self-improving superintelligent reasoner, starting with an AI mathematician. She's a Rhodes Scholar, first-gen college grad and mathematics prodigy who earned dual degrees in mathematics and physics from MIT in 3 years. And a joint JD/PhD a…
Building a Visual AI Platform | Brian Moore, CEO of Voxel51
Brian Moore is CEO of Voxel51, a data infra platform for visual AI. They most recently raised a $30M Series B led by Bessemer. Brian's favorite books: Trillion Dollar Coach (Author: Eric Schmidt, Jonathan Rosenberg, and Alan Eagle)(00:01) Introduction and setup(00:22) Defining visual AI — beyond t…
AI Agents Are Taking Over Infra | Gou Rao, CEO of NeuBird
Gou Rao is CEO of NeuBird, an agentic AI Site Reliability Engineer for IT teams. They've raised $44.5 Million from Mayfield and M12. He was previously the CTO of Citrix and Portworx.(00:01) Introduction(01:07) What Does an SRE Do?(02:19) Inside a Typical Incident Flow(04:16) What Can Be Automated?(…
Passwords Are Broken: AI Agents Need Identity | Rishi Bhargava, cofounder of Descope
Rishi Bhargava is CEO of Descope, an identity management platform for customers and AI agents. They've raised $88M in funding from investors such as Notable Capital, Lightspeed, Unusual Ventures. The two previous he founded were acquired by Palo Alto Networks and McAfee. (00:01) Introduction(00:08)…
Building AI Employees | Surojit Chatterjee, CEO of Ema
Surojit Chatterjee is CEO of Ema, an agent platform build AI employees. They have raised $61M in funding from Accel, Section 32, and others. Before Ema, he was the chief product officer at Coinbase. And before that, a VP at Google. Surojit's favorite book: Man's Search for Meaning (Author: Viktor F…
Building a $4 Billion AI Infra Company | Benny Chen, cofounder of Fireworks AI
Benny Chen is the cofounder of Fireworks AI, an AI infrastructure platform. They have raised $327M in funding from Benchmark, Sequoia, Lightspeed, Index, and others. Benny's favorite book: Principles (Author: Ray Dalio)(00:01) Intro and why AI infrastructure is having a moment(00:06) Training vs in…
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