Michael Truell, CEO of Cursor, discusses the company's rapid growth, emphasizing a strategy of deliberate focus on power users over broad democratization. He shares insights into their unique two-day work trials that test for agency, the technical and relational challenges of out-scaling cloud and API providers, and a talent-first approach to M&A, all while navigating a market poised for its next 'iPhone moment'.
Nvidia CTO Michael Kagan explains how the Mellanox acquisition was key to scaling AI infrastructure from single GPUs to million-GPU data centers. He covers the critical role of networking in system performance, the shift from training to inference workloads, and his vision for AI's future in scientific discovery.
Elias Torres, co-founder of Drift and Agency, discusses the prevalent expectation mismatch in AI adoption, where businesses demand AI but reject it due to "imperfection anxiety." Drawing from his experiences scaling HubSpot and Drift, he explains why human-led customer experience is fundamentally unscalable and details how his new venture, Agency, is building autonomous, AI-first solutions to solve deep, back-end customer challenges. His goal is to "deprogram the entire business world" from inefficient, human-dependent processes.
Greg Brockman discusses his journey from a math enthusiast to a programmer, his early days scaling Stripe, and the core philosophies that drive OpenAI. He covers the critical partnership between research and engineering, the future of coding with agentic systems, and the immense infrastructure and algorithmic challenges on the path to AGI.
Madhavan Ramanujam, a leading expert on monetization, shares a framework for pricing and scaling AI products. He discusses why AI companies can capture 25-50% of the value they create, how to choose the optimal pricing model using a 2x2 of attribution and autonomy, and provides advanced tactics for negotiation and reframing POCs as business case creation.