Latest Interviews
Showing 1–3 of 3 transcripts.
Clear all filters- Y Combinator44 min
He Built the World's #1 Open-Source Coding Agent
Jay V, Gary Tan, Mark Mandelmann, Seth Vargoevic, Frank, Dax, Dylan Patel, Soyal, PG, Jay Poldinger
OpenCode, a sixteen-year-old platform founded by Jay Poldinger and Frank, has grown to 13 million monthly active users and processes 7 trillion daily tokens by serving as a neutral model harness that bypasses vendor lock-in. The company's strategy of supporting over 70 open-source models, which became critical after Anthropic restricted open usage, generated $160,000 in monthly subscription revenue and an estimated $33 million in inference revenue as of June. With significant adoption in China, Brazil, and the United States, OpenCode validates its product-market fit through enterprise organizations that proactively seek security agreements to integrate its agent loops into internal workflows.
- RAISE Summit39 min
Failing to Understand the Exponential (Again) | Elastic, AWS, Nebius & More | RAISE Summit 2026
Ashutosh Kulkarni, Pim de Witte, Julien Lépine, Jeremy Fraenkel, Marc Boroditsky, Dylan Patel
A panel of industry leaders characterizes the current AI landscape as an exponential "first chapter" where rapid adaptation is essential, while noting that AWS maintains a strategic advantage by serving both commoditized and premium workloads through a hybrid CPU-GPU architecture. The discussion highlights a critical shift from indiscriminate token consumption to verifiable value creation, driven by the urgent need for AI engineers and the development of governance frameworks that treat agents as distinct security entities. Ultimately, the consensus is that while domains like software coding see immediate ROI, long-term success depends on enterprises leveraging proprietary context and verifying outputs within complex legacy infrastructure.
- RAISE Summit37 min
RAISE Summit 2025: AI Infrastructure. Compute is the New Oil
Roman Chermin, Youssef El Manssouri, Shaun O'Meara, Stephen Balaban, Chase Lochmiller, Dylan Patel
The AI infrastructure sector is undergoing a paradigm shift from CPU-centric multi-tenant models to dedicated, high-density GPU environments, prompting NeoCloud providers to leverage rapid deployment speeds and sovereign strategies to challenge hyperscaler dominance. Leaders such as Sorrenti and Nebius are vertically integrating from energy sourcing and data center construction to advanced software virtualization, aiming to address Europe's compute deficit and mitigate enterprise switching barriers through specialized physical infrastructure. While market projections indicate that future revenue will eventually consolidate around model builders and sovereign entities controlling Artificial General Intelligence, the immediate landscape remains defined by a struggle for agility against entrenched ecosystem lock-in.