Alexey Milovidov

The Building Blocks of AI: Inside the Open Stack | ZML, LiveKit, ClickHouse & Neo4j | RAISE 2026

Steeve Morin, Russell d'Sa, Alexey Milovidov, Philip Rathle, Abel Samot, Alexey Kurtenkov

Leaders from ZML, ClickHouse, Neo4j, and LiveKit convened to outline the transition from "Old Regime AI" to Agentic AI, highlighting how their respective open-source infrastructures address critical needs in hardware inference, real-time data processing, graph-based context, and human-computer interaction. The panelists emphasized that while models and code face rapid commoditization, sustainable value will derive from proprietary data moats, sovereign infrastructure requirements, and specialized application layers like the proposed "Harness Layer" that supports diverse hardware architectures. With valuations reaching up to $15 billion and strategic integrations such as OpenAI's adoption of LiveKit, these companies argue that software composability and open-source strategies are essential for maintaining performance gains and avoiding vendor lock-in in a GPU-constrained market.