Zhen Lu, CEO of Runpod, discusses the shift from Web 2.0 architectures to an "AI-first" cloud. The conversation covers the unique hardware and software requirements for production AI, key use cases like generative media and enterprise agents, and the critical challenges of reliability and operationalization in the new AI stack.
Box CEO Aaron Levie discusses the paradigm shift from cloud to AI, arguing that AI will augment jobs by automating non-strategic work and create massive opportunities for startups to tackle previously unsolvable problems with unstructured data. He covers the evolution of SaaS business models, the 'build vs. buy' debate, and offers key advice for founders in the AI era.
Dr. Jasper Zhang argues that the relentless construction of new data centers is an inefficient, expensive, and unsustainable solution to the AI compute demand. He proposes a global GPU marketplace as a superior model, designed to aggregate fragmented, idle resources, drastically reduce costs through efficient allocation, and ultimately democratize access to AI infrastructure for developers and startups.