Gradient Dissent: Conversations on AI

"Every vehicle is capable of driverless operation. That's clearly the steady state of where we're going."
Wayve started in a rented house in Cambridge with $1.5M, a car in the garage, and an aim to integrate end-to-end AI into driving. A decade later it's driven across 506 cities without a single HD map and is worth over $8.6 billion.
In this episode, CEO Alex Kendall joins Lukas Biewald to talk about how he built the AI driver Uber, Nvidia, Mercedes, and Nissan all backed, and why putting self-driving AI into 100 million cars a year is a far bigger bet than 10,000 robotaxis.
Waymo and Tesla both come up. He doesn't shy away.

Connect with us here:
Alex Kendall
Lukas Biewald
Wayve
Weights and Biases

"Companies designing for agents, not humans, are going to get a lot of lift."
ClickHouse started as an internal tool at Yandex. Today it's the database Anthropic, OpenAI, Meta and Tesla all run on.
In this episode, CEO Aaron Katz joins Lukas Biewald to talk about how he turned an open source project into a $15B company, why he acquired LangFuse knowing it could cost him customers, and what he's actually building for the agent era.
Snowflake, Datadog and Databricks all come up. He doesn't shy away.
Connect with us here:
Aaron Katz: https://www.linkedin.com/in/aaron-katz-5762094
ClickHouse: https://www.linkedin.com/company/clickhouseinc/
Lukas Biewald: https://www.linkedin.com/in/lbiewald/
Weights and Biases: https://www.linkedin.com/company/wandb/
00:00 Trailer
00:57 The Origin Story: From Yandex to ClickHouse Inc.
04:43 Building ClickHouse Cloud & Raising $300M
10:36 Growing Up Around Xerox PARC
12:51 Salesforce, Mark Benioff & the Dot-Com Bust
15:32 Cloud Skeptics vs. AI Skeptics | History Repeating
18:05 Building a Modern Go-To-Market Playbook
21:57 The SaaS Crash, Agents & the Future of Infrastructure
27:09 The Datadog Love-Hate Story
35:21 Hardest Moments: Russia, SVB & Sleepless Nights
43:16 Outro

Formal verification already consumes years of human effort.
In this episode, Lukas Biewald talks with Carina Hong, Founder & CEO of Axiom, about why verification is becoming the real bottleneck in high stakes AI systems.
They discuss how Axiom uses AI to take on the tedious checking that stretches verification cycles across years, starting with formal mathematics and extending to hardware and software.
Carina also explains why Axiom’s approach to auto-formalization mirrors spec driven models like Kiro from AWS.
Connect with us here:
Carina Hong: https://www.linkedin.com/in/carina-hong/
Axiom: https://www.linkedin.com/company/axiommath/
Lukas Biewald: https://www.linkedin.com/in/lbiewald/
Weights & Biases: https://www.linkedin.com/company/wandb/

“I don't worry about being replaced by AI. I worry about being replaced by someone who's really good at using AI.”
Atlassian has 10,000+ engineers currently split-testing the world’s top AI coding tools, from GitHub Copilot and Cursor to Claude Code.
In this episode, Co-Founder & CEO Mike Cannon-Brookes joins Lukas Biewald to share what their data reveals about the world's best AI tools today.
Hear how 24 years of building a tech giant and a massive internal study on AI productivity have shaped Mike's vision for the future of dev jobs.
Connect with us here:
Mike Cannon-Brookes: https://www.linkedin.com/in/mcannonbrookes/?originalSubdomain=au
Atlassian: https://www.linkedin.com/company/atlassian/?viewAsMember=true
Lukas Biewald: https://www.linkedin.com/in/lbiewald/
Weights & Biases: https://www.linkedin.com/company/wandb/
00:00 Trailer
01:08 Introduction
03:11 Connecting Technology and Business Teams
07:22 The Impact of AI on Business Workflows
13:26 Developer Productivity and AI
21:03 Measuring Developer Efficiency
25:41 Future of AI in Development
34:59 Legacy Technology and Code Changes
39:29 AI's Role in Developer Productivity
47:40 AI and Junior Developers
52:30 Product-Led Growth and Business Strategy
01:00:29 Core Metrics for Sustainable Growth
01:06:56 Staying Creative in the Tech Industry

The future of AI training is shaped by one constraint: keeping GPUs fed.
In this episode, Lukas Biewald talks with CoreWeave SVP Corey Sanders about why general-purpose clouds start to break down under large-scale AI workloads.
According to Corey, the industry is shifting toward a "Neo Cloud" model to handle the unique demands of modern models.
They dive into the hardware and software stack required to maximize GPU utilization and achieve high goodput.
Corey’s conclusion is clear: AI demands specialization.
Connect with us here:
Corey Sanders: https://www.linkedin.com/in/corey-sanders-842b72/
CoreWeave: https://www.linkedin.com/company/coreweave/
Lukas Biewald: https://www.linkedin.com/in/lbiewald/
Weights & Biases: https://www.linkedin.com/company/wandb/

(00:00) Trailer
(00:57) Introduction
(02:51) The Evolution of AI Workloads
(06:22) Core Weave's Technological Innovations
(13:58) Customer Engagement and Future Prospects
(28:49) Comparing Cloud Approaches
(33:50) Balancing Executive Roles and Hands-On Projects
(46:44) Product Development and Customer Feedback