Conference Presentation, Fireside Chat, Interview
The Infrastructure Powering Live AI | Decart x Bloomberg | RAISE Summit 2026
- The company intends to pioneer real-time world models for agentic applications, e-commerce, autonomous vehicles, and physical AI, with the "Lucy" model expected to enable live AI video for virtual try-ons in the e-commerce sector.
- Deployment of live AI video technology on partners' biggest sales days is projected to double or triple sales volumes, while the "DOS" foundation layer aims to unlock coding agents 5 to 10x faster than current models within the current quarter.
- Enterprise support plans involve deploying internal teams to San Francisco and New York to remain with partners for six to 12 months to align with core business needs and drive specific KPIs.
- Robotics and autonomous vehicles are predicted to see significant adoption within an 18 to 24-month window, driven by world models' ability to simulate action consequences prior to real-world execution.
- The next 12 to 18 months are anticipated to resolve many software engineering challenges and drive the cost of generating apps, images, and videos toward zero, described as the most exciting period for AI advancements.
- The market is expected to consolidate into two to four key value-driving use cases over the coming couple of years, prompting enterprises to develop tailor-made AI solutions with deployed teams rather than relying on standard SaaS offerings.
- The 18 to 24-month period is characterized as "insane" due to the convergence of humanoids, drones, and autonomous vehicles on AI compute platforms, with the 12 to 18-month timeframe cited as a critical point for solving imagination realization costs.