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Nebius CTO Danila Shtan joins Jacob Effron to talk about what it takes to run an AI cloud at the frontier, and why he thinks the hyperscalers haven’t won this market yet.
Today Nebius is a Nasdaq-listed AI cloud with infrastructure deals with Microsoft and Meta.
Danila and Jacob discuss why open-model inference is still far from optimized, why 95% of Nebius custom...
Jacob Effron and Pat Chase sit down with Erik Bernhardsson, co-founder and CEO of Modal, for his second appearance on Unsupervised Learning, now with the company past a $1B run rate. They dig into how the AI compute market actually works behind the scenes, why Modal’s early bets on sandboxes and low-level infrastructure paid off, and Erik’s takes on NeoClouds, NeoLabs, and wh...