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Episodes from The Neon Show
The Big Problem with GPUs and How To Solve It | Randolph and Kandan, MantisGrid AI
We don't want the industry to fall apart, that's why we started this company.6 months ago, everyone was talking about model deployment. Now everyone has moved on to agentic AI deployment and autonomous agent swarms. But all of this is running on an infrastructure that itself is not automated.And…
Why The Next $100B AI Opportunity Is Context Engine| Prukalpa Sankar, Atlan
Context has become one of the busiest categories in AI. Every CIO now wants context Engine. Every legacy data catalog and knowledge graph platform has started calling itslef a "context platform”. At the same time reports say that 60% of CEOs say they’ve got $0 benefit from AI.To understand the…
The Unusual Strategy That Helps ArmorCode Grow 100% YOY | Nikhil Gupta
“You have to take crazy risks” Nikhil Gupta got fired at 42, made his first VC pitch in 2000, got the idea for ArmorCode while buying toilet paper during the pandemic and received his first VC cheque in 2020.Today ArmorCode has raised $81M, grown 100% year-over-year, and counts some of the world's…
Why Even a $100 Billion Company Wouldn't Be Big Enough | Tanay Tandon
How do you fix a $5 Trillion Industry which wastes $500 Billion on mouse clicks every year?By not considering even a $100 Billion company a success. By hiring people who are heat-seeking missiles for pain. By questioning every default. By solving hard problems, then choosing even harder ones. By…
The AI Moat Everyone is Ignoring | Phalgun Kompalli, Founder UpGrad and Bodhium Labs
When brands can't figure out how LLMs are ranking them, what do they do?upGrad raised close to $800M, made year long online degrees mainstream in India when everyone said it wasn't possible, and in the process became a trusted brand in Indian education.Phalgun Kompalli is the co-founder of upGrad.…
Anthropic & OpenAI Have Changed What Moving Fast Means | Krishna M, Elevation Capital
When frontier labs can build everything, when moving fast doesn't mean what it used to, and when what was impossible can now be done in days, what do you build and how do you build it?Krishna M is an AI Partner at Elevation Capital. He has seen the 0-to-1 journey twice as a founder and has also…
ChatGPT Killed My $50M ARR Business Overnight | Swapnil Jain Observe Al
Observe AI raised $125M from SoftBank at an $850M valuation, went on to cross $50M ARR, and worked with some of the world's largest enterprises. But after 10 months everything changed.From a growth stage startup, Observe became an early stage startup, not because they did anything wrong, but…
The Al Lab Founder Who Sees The Future First | Karan Goel, Founder & CEO of Cartesia
Karan is the co-founder and CEO of Cartesia, an AI model lab building the next generation of real-time voice intelligence.In this episode, Karan explains what all goes into building an AI Lab company; from massive datasets to pre-training to post-training to inference engines, plus a heavy dose of…
Is Your Startup Model Proof? Vijay Krishnan Turing Founder & CTO On What Startups Should Build to Win
What if the company quietly making OpenAI, Google, Anthropic, and Meta's models smarter was founded in India?Turing is one of the companies shaping how AI is advancing. It started in 2018 as a talent platform that found the top 1% of the world's engineers, became a unicorn in 2021, and then made a…
How 1% Stay Rich - What India's Richest Families Do With Their Money That 99% Don't | Rohit Sarin, Client Associates
How do India's wealthiest families actually manage their money, and why does the man who looks after roughly ₹50,000 crore of it own zero stocks himself?Rohit Sarin is the co-founder of Client Associates, which he started in 2002 as India's first multi-family office and has grown into the largest…
Why Even With Great Products AI Startups Lose with 3x Founder Mahesh Ram, ex-Zoom AI
What does a founder learn from watching the CEO of a 32 billion dollar company make his biggest AI bets from the inside?Mahesh Ram has built and sold three companies. Thomson Reuters acquired his first, GlobalEnglish went to Pearson after teaching English to more than ten million people at…
The #1 Mistake Killing B2B Startups | Arun Penmetsa, Storm Ventures
Can the biggest AI labs simply walk into any market and replace the software companies already sitting there?Storm Ventures has spent 26 years building an answer for B2B founders. The firm has made close to 200 investments, backed 11 unicorns, and produced some of the cleanest enterprise exits in…