Astasia Myers is a GP at Felicis, an iconic VC firm with investments in companies like Shopify, Canva, Adyen, Notion, Mercor, Plaid, Supabase, Flexport, and more. Astasia's favorite books: God's Bankers (Author: Gerald Posner)(00:01) Introduction(00:26) Astasia’s Infra Thesis(03:59) Golden Age of Infra & Innovators Network(06:22) RL Environments & AI Agents(08:57) Disruption Opportunities: Data & Observability(11:31) Where to Find Infra Founders(16:31) Early Signals & Thesis-Driven Investing(18:01) Picking & Decision-Making Process(20:11) Red Flags in Infra Investing(22:20) References & Diligence(24:35) Proof of Usage & Production Signals(26:24) Building Edge as an Investor(28:01) How Felicis Helps Founders Post-Investment(30:05) Consensus vs. Contrarian Views in Infra(32:09) Tourist Traps in Infra Investing(34:43) GTM & Sales Motion in Infra(37:25) Pricing Strategies for Infra Startups(40:09) Ecosystem vs. Core Product Focus(42:15) Lessons from Outlier vs. Good Companies(44:30) Infra Wedges to Fund Today(45:23) Commoditized but Promising Categories(47:06) Exciting AI Advancements(48:21) Rapid Fire Round--------Where to find Astasia Myers: LinkedIn: https://www.linkedin.com/in/astasiamyers/--------Where to find Prateek Joshi: Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshiResearch column: https://infrastartups.com
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52:09
Putting AI On-Call for Humans | Spiros Xanthos, CEO of Resolve AI
Spiros Xanthos is the CEO of Resolve AI, a platform to put AI on-call for humans. He previously started Log Insight that was acquired by VMware. And started Omnition that was acquired by Splunk. He also helped start OpenTelemetry. They've raised $35M from amazing investors such as Greylock.Spiros's favorite books: - Zero to One (Author: Peter Thiel)- Build (Author: Tony Fadell)(00:01) Introduction & Setting the Stage(00:42) AI’s Impact on Software Engineering(02:55) What Reliability Means in Software(04:34) Resolve AI Explained in Plain English(06:33) Real-World Example of Resolve in Action(08:28) Early Customers & Lessons from Company Building(11:40) OpenTelemetry & The Open Source Journey(16:55) Positioning a Developer Tool in a Crowded Market(18:58) Philosophy of Product Building(21:06) Cultural Norms: What to Keep and What to Change(24:33) Radical Transparency & Team Dynamics(26:50) Recruiting for Resilience in Early Team Members(28:59) Future of AI in Software Engineering(31:25) Resolve AI Roadmap & Expansion Plans(33:28) Exciting AI Advancements on the Horizon(35:17) Rapid Fire Round--------Where to find Spiros Xanthos: LinkedIn: https://www.linkedin.com/in/spiros/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshi
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39:14
Co-creator of GraphQL and Founder of Dagster Labs - Nick Schrock
Nick Schrock is the founder of Dagster Labs, a data platform that helps you build, schedule, and monitor reliable data pipelines. They've raised $49M in funding from investors such as Sequoia, Index, Amplify, Slow, and 8VC. He is also the cocreator of the popular query language GraphQL. Nick's favorite books: The Great CEO Within (Author: Matt Mochary)(00:01) Introduction and Welcome(00:39) The Origins of GraphQL at Facebook(05:24) Explaining Data Orchestration in Plain English(09:03) What Dagster Is and Why It Matters(12:37) Assets vs. Tasks: A New Philosophy(16:51) Balancing Open Source and Commercial Features(22:18) Growing the Early Open Source Community(25:26) Signals of Community Health(27:59) Landing the First 10 Customers(32:25) Culture Shift: From Engineering-Heavy to Go-to-Market(37:49) Mistakes DevTool Founders Often Make(41:21) Selective Micromanagement and Leadership Style(44:36) Rapid Fire Round--------Where to find Nick Schrock: LinkedIn: https://www.linkedin.com/in/schrockn/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshi
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51:55
AI Layer for Data Security | Rehan Jalil, CEO of Securiti
Rehan Jalil is the CEO of Securiti, a platform that enables the safe use of data and generative AI. They've raised $156M in funding from investors such as General Catalyst, Mayfield, and others. He was previously the CEO of Elastica, which was acquired for $280M by Bluecoat. Before that, he was the CEO of WiChorus, which was acquired by Tellabs for $180M.Rehan's favorite books: Good to Great (Author: Jim Collins)(00:00) Introduction (02:14) Founding Securiti and the Evolution of Data Privacy(06:08) Why Data Security Needs a Unified Platform(09:32) Scaling Challenges and Product Decisions(13:17) The Role of AI in Data Security(17:20) Navigating the Enterprise Sales Motion(21:56) Go-to-Market Lessons from Elastica to Securiti(25:43) Competing in a Crowded DSPM Market(29:00) Shifting Buyer Personas and GenAI Adoption(32:11) Rapid Fire Round--------Where to find Rehan Jalil: LinkedIn: https://www.linkedin.com/in/rehanjalil/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshi
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41:43
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41:43
Building AI Agents for Knowledge Work | Alberto Rizzoli, CEO of V7 Labs
Alberto Rizzoli is the CEO of V7 Labs, an AI agent platform to automate knowledge work. They've raised a total of $43M in funding from Radical Ventures, Temasek, Air Street Capital, and others. Alberto's favorite books: Sapiens (Author: Yuval Noah Harari)(00:01) Introduction and What V7 Labs Does(01:23) The Founding Insight and Early MVP(04:54) Getting the First Five Customers(07:01) Darwin vs. Go: Product Differentiation(10:16) Infrastructure and Chaining Models at V7(12:34) Product Philosophy: Killing Your Darlings(15:56) Surprising User Behavior and Composability(17:32) Human-in-the-Loop vs. Fully Autonomous(19:38) Identifying High-PMF Sub-Verticals(22:37) Positioning V7 in a Crowded Agent Market(26:33) Advice for Founders Post-Pre-Seed(29:22) Exciting AI Trends: MCP and AI-to-AI Communication(31:18) Rapid Fire Round--------Where to find Alberto Rizzoli: LinkedIn: https://www.linkedin.com/in/albertorizzoli/--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshi
The best place to find out how AI builders build. The host Prateek Joshi interviews world-class AI founders and VCs on this podcast. You can visit prateekj.com to learn more about the host.
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