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  1. Y Combinator31 min

    How Supabase Became One Of The Fastest Growing DevTool Companies In The World

    Paul Copplestone

    Supabase founder Paul Copplestone recently secured a $500 million round at a valuation exceeding $10 billion, propelling the company to decacorn status with a 10 million developer base driven largely by AI agents launching 60-90% of new databases. The fully distributed organization leverages its open-source PostgreSQL strategy and a shift toward Infrastructure as Code to achieve exponential usage growth, reducing time-to-value from minutes to seconds while bypassing traditional marketing channels. Moving beyond standard user interfaces, Supabase is now building self-driving database capabilities and "Infrastructure for Platforms" to support enterprise labs managing millions of ephemeral instances autonomously.

  2. a16z1h 32m

    Building a Company in Stealth | Travis Kalanick with a16z

    Travis Kalanick, Ben Horowitz, Erik Torenberg

    Travis Kalanick, reflecting on lessons from his 2017 departure from Uber, is now leading ADAM, a stealth-backed venture that digitizes physical manufacturing and logistics to drive meal costs down to $8–$10. By integrating over 300 dark kitchen facilities and autonomous mining operations acquired from Pronto, the company leverages robotics to transform heavy industries while avoiding the external pressures that previously hindered Uber's scalability. Kalanick applies an "Industrial AI" framework focused on internal correctness and management capacity constraints to scale operations in food, mining, and transport simultaneously.

  3. RAISE Summit21 min

    0 to $250M ARR in 12 Months: Genspark & the Global Knowledge Worker | RAISE Summit 2026

    Wen Sang, Brian Baumann

    GenSpark, founded by MIT PhD Wen Sang and a team of ex-Google and Microsoft veterans, has scaled to $250 million ARR and 6,000 enterprise clients by transitioning from a product-led search engine to an AI agent orchestrator that automates complex business workflows. The company distinguishes itself by abstracting model complexity through a unified architecture that integrates over 70 underlying AI models, enabling rapid deployment of custom applications and driving efficiency gains such as a fivefold client increase for specific financial consultants. This technology was showcased at a New York Stock Exchange event where CEO Wen Sang detailed the shift from traditional software tools to autonomous agents that augment human creativity while redefining workforce productivity.

  4. RAISE Summit19 min

    Hot Takes & Hard Truths: Building Growth That Compounds | Clay x CapitalG | RAISE Summit 2026

    Varun Anand, Jane Alexander

    Clay repositions itself as an AI go-to-market platform that transitions sales operations into self-learning revenue engines by integrating third-party data signals to execute scalable growth campaigns. Co-founder Varun leads a strategic shift toward "marketing alpha," utilizing unique tactics like custom film production and rapid, data-driven prospecting to secure high returns on investment for clients such as Canva and Anthropic. The company further distinguishes its value through a new pricing model based on workflow outcomes rather than data tokens, while emphasizing environmental fit in talent acquisition to maximize organizational performance.

  5. RAISE Summit20 min

    Indexing Humanity: A Fireside With the Simulation Company | Simile | RAISE Summit 2026

    Joon Sung Park, Sahir Azam, Jun

    Simile, founded by former Stanford researchers including CEO Jun, has launched a foundational model of human behavior that replicates individual subpopulations with 85% accuracy for enterprise clients like CVS and Fortune 500 companies. Leveraging strategic partnerships with Gallup and Dynata to access a 20-million-person data panel, the company differentiates itself by prioritizing human imperfections and biases over pure algorithmic efficiency to augment corporate decision-making in market research and product development. Supported by Index Ventures, Simile operates on a four-stage simulation hierarchy ranging from individual dynamic testing to society-wide forecasting, while adhering to strict ethical principles regarding data consent and transparency.

  6. RAISE Summit19 min

    The Token-per-Watt Era: What's Next for AI Hyperscalers | Nebius x Accel | RAISE Summit 2026

    Roman Chernin, Philippe Botteri

    Nebius, an AI-specialized cloud provider led by Chief Business Officer Roman Tchernin, marks its second anniversary as an independent entity with shares rising tenfold following its IPO. The company targets the projected $11 trillion global investment in AI infrastructure by offering a vertically integrated stack ranging from bare metal for hyperscalers to managed inference for AI-native startups. Nebius anticipates that true enterprise adoption beyond current exceptions like fintech firms remains unrealized and aims to future-proof its platform by shifting pricing models toward billing for solved tasks rather than raw compute hours.

  7. RAISE Summit20 min

    Fireside Chat with Matan Grinberg, Founder & CEO of Factory | RAISE Summit 2026

    Matan Grinberg, Matt Miller

    Founded in 2023 by ex-physics PhD Matan Grinberg, Factory operates as a model-agnostic router that enables enterprises to deploy fully on-premises autonomous software agents directly within existing developer workflows. The company rapidly scaled from ten to ten thousand users within months by offering a cost-effective alternative to vendor lock-in, notably accelerating legacy COBOL migration and allowing sovereign data deployments for regulated industries. Backed by investors including Sequoia and Avant Capital, Factory currently automates both software engineering tasks and emerging non-software productivity use cases while predicting a future dominance of open models over frontier closed ones.

  8. RAISE Summit18 min

    AI Is Only as Fast as Your Slowest Process | Jyoti Bansal, Harness | RAISE Summit 2026

    Jyoti Bansal, Lionel Laurent

    After selling AppDynamics to Cisco for $4 billion, Jyoti Bansal founded Harness in 2017 to resolve the velocity gap between AI-generated code and downstream software delivery bottlenecks. The company implements a risk-based autonomy model to automate testing, security, and compliance, enabling major enterprises like JP Morgan Chase and United Airlines to safely ship software twice as fast. Beyond accelerating release cycles, Harness provides cost management tools that tie AI token expenditure directly to business outcomes while advocating for creativity-focused education to counteract AI-induced homogenization.

  9. RAISE Summit19 min

    From Megawatts to Gigawatts: Building the AI Factories | Lenovo x NVIDIA | RAISE Summit 2026

    John Donovan, David Hogan, Roxanne Varza

    John of Lenovo and David of NVIDIA are advancing a deep engineering partnership to construct gigawatt-scale "AI factories" that integrate hardware, power infrastructure, and software optimization to address a projected global capacity doubling. Their four-stage deployment framework, which spans from conceptual design to post-launch model orchestration, specifically targets the European market's urgent need to close a 12-month GPU access gap while navigating complex regulatory and energy constraints. By combining Lenovo's global manufacturing scale with NVIDIA's regional expertise, the initiative aims to transform Europe into a sovereign AI hub capable of leveraging unique domain data for next-generation robotics and industrial applications.

  10. RAISE Summit18 min

    High Performance Compute: Building the Cloud for AI Teams | Erik Bernhardsson | RAISE Summit 2026

    Erik Bernhardsson, Hanel Baveja, Eric, Stephanie Wong, Jose Quinonez

    Founded by former Spotify executive Eric in the wake of a pandemic sabbatical, Modal addresses the AI infrastructure gap by rebuilding cloud systems from scratch to manage over 20,000 GPUs without relying on Kubernetes or Docker. The company’s usage-based model currently derives roughly 67% of revenue from LLM inference while introducing proprietary tools like AutoEndpoints to automate deployment and enable dynamic performance optimization. Facing a renewed global GPU shortage, Modal plans to expand its network of cloud partnerships and build proprietary data centers to support the industry's shift toward open-source model fine-tuning and real-time audio-video processing.

  11. RAISE Summit18 min

    Fireside Chat with Anastasis Germanidis, Co-Founder & Co-CEO of Runway | RAISE Summit 2026

    Anastasis Germanidis, Grace Isford

    Founded in 2019, Runway is pivoting from generative video leadership to creating "world models" that simulate physical physics and 3D consistency through pixel prediction rather than explicit architectural rules. This technical approach enables efficient real-time inference for robotics and gaming, allowing the company to license policy models to clients while achieving superior performance with significantly less compute than larger competitors. Driven by founder Anastasis's philosophy of intentional growth, the firm recently expanded its global headcount to nearly 200 and opened a Paris office to deepen its research focus on physical AI and interactive storytelling.

  12. RAISE Summit20 min

    AI for Work, and Security for AI | ServiceNow | RAISE Summit 2026

    Amit Zavery, Yevgeny Dibrov, Jennifer Johnson

    As enterprise AI shifts from passive tools to autonomous agents projected to outnumber human assets tenfold, organizations face critical risks of uncontrolled data access and rapid cyber exploitation without centralized governance. To counteract these threats, ServiceNow has integrated Vesa's technology to launch an AI Control Tower, enabling CIOs and CISOs to discover, monitor, and secure non-human identities across all platform integrations. This strategic shift transforms security from reactive to proactive, allowing enterprises to realize billions in efficiency savings while preventing catastrophic breaches in high-stakes environments like retail and supply chain management.

  13. RAISE Summit17 min

    Vibe Coding for the Next Billion | Michele Catasta, Replit | RAISE Summit 2026

    Michele Catasta, Max Corbani

    Replit President Michele Zanini outlined the company's trajectory toward $1 billion in annual revenue by deploying agentic workflows that target over 60 million users and non-technical citizen developers. The platform utilizes a heterogeneous model strategy combining open-weight and proprietary systems to enable autonomous agents that handle end-to-end business goals without manual UI interaction. This approach forecasts a 2025 workforce shift where employees evolve into agent managers, prioritizing strategic oversight over repetitive execution to drive exponential productivity gains.

  14. RAISE Summit18 min

    Fast by Design: The Infrastructure Powering the Agentic Era | Rodrigo Liang | RAISE Summit 2026

    Rodrigo Liang, Monti Saroya, Dylan Patel

    SambaNova has secured the first close of a $1 billion funding round at an $11 billion valuation, establishing itself as JP Morgan's preferred inference provider for multi-trillion parameter models. The company differentiates its heterogeneous architecture by delivering up to 10x faster decode performance in full precision, avoiding the accuracy trade-offs of quantization while integrating with NVIDIA and Intel infrastructure. By leveraging a distribution network of 94 subsidiaries, SambaNova targets enterprise adoption through hybrid air-gapped and cloud solutions that prioritize data sovereignty and model choice over direct competition with general intelligence labs.

  15. RAISE Summit36 min

    Infrastructure as Destiny: The Compute-Capital-Cloud Trinity | RAISE Summit 2026

    Stephanie Cohen, Don Barneston, Suresh Vasudevan, Greg Matson, Jeff Denworth, Jordan Nanos

    Driven by a critical shortage of physical infrastructure against surging AI demand, the event highlights how neoclouds and vendors are shifting from speculative investment to immediate deployment through deep operational partnerships and aggressive capacity underwriting through 2028. Key industry leaders from companies like Cloudflare, Vast Data, and Solidigm discuss how architectural innovations in storage compression, isolated compute environments, and resilient interconnects are solving bottlenecks in copper, optics, and hardware failure rates. Looking ahead, the discussion projects a multi-decade expansion cycle marked by market consolidation, the emergence of machine-to-machine commerce, and the transition of AI inference into a ubiquitous cloud utility embedded within every application.