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