Rishi Bhargava is CEO of Descope, an identity management platform for customers and AI agents. They've raised $88M in funding from investors such as Notable Capital, Lightspeed, Unusual Ventures. The two previous he founded were acquired by Palo Alto Networks and McAfee. 

(00:01) Introduction
(00:08) Origin story: why identity and passwords needed a rethink
(02:59) Passwords vs passkeys explained in plain English
(05:06) Why logging in is still painful (and why passwords persist)
(09:06) Account takeovers explained: how hacks actually happen
(11:59) Building security products: philosophy vs regular software
(14:24) The ideal login experience: from frustration to seamless access
(16:40) What is an AI agent? Defining agent identity simply
(21:54) Good bots vs bad bots: trust, access, and control in an agent world
(25:03) Breaches and blast radius: security before vs after Descope
(27:55) Company building lessons from Demisto to Descope
(30:15) AI trends that matter most for enterprise products
(32:40) Rapid Fire Round

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Where to find Rishi Bhargava: 

LinkedIn: https://www.linkedin.com/in/bhargavarishi/

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Where to find Prateek Joshi: 

Website: https://prateekj.com 
Research Column: https://www.infrastartups.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekj

Gou Rao is CEO of NeuBird, an agentic AI Site Reliability Engineer for IT teams. They've raised $44.5 Million from Mayfield and M12. He was previously the CTO of Citrix and Portworx.

(00:01) Introduction
(01:07) What Does an SRE Do?
(02:19) Inside a Typical Incident Flow
(04:16) What Can Be Automated?
(05:52) Deploying Hawkeye: Day 1 to Day 100
(11:59) Earning Trust for Autonomous Agents
(14:57) Versioning Agent Behavior & Chain of Thought
(17:02) Building Agentic Infra Products
(18:38) Access Control for Agents
(20:29) Company Building in the AI Era
(23:53) Competitive Edge in AI + Infra
(26:35) Model Choice & Agent Reasoning Quality
(29:33) Biggest Product Bet
(31:22) Exciting AI Advancements
(33:04) Rapid Fire Round

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Where to find Gou Rao: 

LinkedIn: https://www.linkedin.com/in/gouthamrao/

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Where to find Prateek Joshi: 

Research Column: https://www.infrastartups.com
Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekj 

Brian Moore is CEO of Voxel51, a data infra platform for visual AI. They most recently raised a $30M Series B led by Bessemer.  

Brian's favorite books: Trillion Dollar Coach (Author: Eric Schmidt, Jonathan Rosenberg, and Alan Eagle)

(00:01) Introduction and setup
(00:22) Defining visual AI — beyond traditional computer vision
(02:14) Why visual data is so hard to manage
(04:17) Common “gotchas” in image and video datasets
(06:43) Is it a data problem or a model problem?
(09:41) The importance of edge cases and scenario analysis
(10:46) Coverage and handling rare events in datasets
(13:35) Using synthetic data and foundation models to fill data gaps
(14:25) The origin story of Voxel51 and the birth of FiftyOne
(17:56) Open source strategy and community growth
(19:31) Handling massive visual datasets — storage best practices
(22:03) Cost vs. quality tradeoffs in video storage
(23:54) Cleaning and indexing messy datasets
(25:49) Measuring real progress — beyond simple metrics
(27:40) Compute bottlenecks and faster iteration loops
(30:05) The economics of data infrastructure
(31:53) Labeling inefficiencies and smarter annotation workflows
(33:56) Hidden costs of data wrangling and wasted engineering time
(35:10) Positioning Voxel51 and lessons for founders
(37:53) The future of visual AI and missing industry standards
(40:36) Rapid Fire Round

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Where to find Brian Moore: 

LinkedIn: https://www.linkedin.com/in/brimoor/

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Where to find Prateek Joshi: 

Research Column: https://www.infrastartups.com
Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekvjoshi 

Carina Hong is CEO of Axiom Math, where they're building a self-improving superintelligent reasoner, starting with an AI mathematician. She's a Rhodes Scholar, first-gen college grad and mathematics prodigy who earned dual degrees in mathematics and physics from MIT in 3 years. And a joint JD/PhD at Stanford. They just raised a $64M seed round from B Capital, Greycroft, Madrona, and Menlo Ventures. 

Carina's favorite books: Proofs from THE BOOK (Author: Martin Aigner, Günter M. Ziegler)

(00:02) Intro
(00:38) What self-improving mathematical superintelligence means
(04:04) Proofs as programs: Lean and the data gap
(06:36) How AI proves: human-style vs. Lean-style reasoning
(10:43) Carina’s journey: from Olympiad problem-solver to theory-builder
(14:47) The engine room: data, infra, and building a math knowledge graph
(17:42) Verifying results: compile checks vs. LLM judges
(18:56) Self-improvement loops: skills libraries, memory, and conjecture↔prover curricula
(21:30) Synthetic data & auto-formalization strategy
(24:00) Benchmarks that matter: miniF2F, CombiBench, miniCTX v2
(26:24) Why combinatorics is uniquely hard for AI
(31:13) Compute footprint & scaling philosophy
(32:20) In-house Lean tooling and productization path
(33:57) Early use cases: formal verification in hardware/software
(36:19) Team blueprint: AI, programming languages, and math
(37:35) Scaling laws, efficiency, and bottlenecks
(38:26) If Axiom works: what becomes cheaper/faster for the world
(40:22) Rapid Fire Round

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Where to find Carina Hong: 

LinkedIn: https://www.linkedin.com/in/carina-hong/

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Where to find Prateek Joshi: 

Research column: https://www.infrastartups.com
Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekvjoshi 

Mukund Jha is CEO of Emergent, an agentic vibe-coding platform. They've raised $23M from Lightspeed, Y Combinator, Together Fund, and Prosus. He was previously the cofounder and CTO of Dunzo, a hugely popular ecommerce company in India.

Mukund's favorite books: The Hard Thing About Hard Things (Author: Ben Horowitz)

(00:01) Intro
(00:07) State of vibe-coding and where we are today
(01:42) Emergent in plain English: what the product delivers
(03:07) From prototype to traction: the first 90 days
(06:03) What changed in the last 24 months (models + infra)
(08:13) Early infra bets that enabled speed
(12:07) Precision vs. control: editing and debugging without code
(14:21) One-click to production: the unglamorous infra behind it
(15:55) Points of failure across prompt → plan → code → test → deploy
(17:53) Models division of labor: planning, codegen, tests, commits
(20:05) What “reasoning” means and how they evaluate it
(22:13) Context & memory strategy (beyond naive RAG)
(24:22) Representing large codebases so agents don’t hallucinate structure
(27:03) Orchestration walkthrough: adding SSO end-to-end
(29:40) Agent coordination protocols (how agents talk)
(31:05) Debugging long-running agents and trace observability
(32:37) Company-building lessons from Dunzo to Emergent
(36:10) Philosophy: offloading decisions to models
(36:57) Rapid Fire Round

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Where to find Mukund Jha: 

LinkedIn: https://www.linkedin.com/in/mukund-jha-a1596413/

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Where to find Prateek Joshi: 

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekvjoshi 

Stefano Ermon is the cofounder of Inception Labs and an associate professor at Stanford. Inception is developing a new type of AI models called Diffusion LLMs.

Stefano's favorite book: If on a Winter's Night a Traveler (Author: Italo Calvino)

(00:01) Introduction
(00:38) What are autoregressive LLMs and how do they work
(02:28) How diffusion LLMs rethink generation
(04:02) The ceiling of autoregressive LLMs: cost, latency, reliability
(06:19) Why diffusion LLMs are commercially viable now
(09:12) Parallel refinement: how diffusion models generate text
(12:05) Understanding diffusion steps and efficiency
(13:49) Hardest engineering challenges at Inception
(15:23) From research to production: the power of data
(16:24) Where diffusion LLMs still lag behind
(18:18) Evaluations and benchmarks for diffusion LLMs
(20:20) Developer experience and OpenAI-compatible API
(21:47) Economics and GPU efficiency
(23:38) Hardware and runtime stack
(24:58) Competition and the evolving diffusion LLM landscape
(27:01) Where diffusion will win first — coding and agentic systems
(30:13) How diffusion changes infra, serving, and hardware design
(33:04) What’s next at Inception: reasoning and multimodality
(35:20) Rapid Fire Round

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Where to find Stefano Ermon: 

LinkedIn: https://www.linkedin.com/in/ermon/

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Where to find Prateek Joshi: 

Research column: https://www.infrastartups.com
Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekvjoshi 

Idan Plotnik is the CEO of Apiiro, an application security platform built for the AI era. They've raised $135M in funding from investors like Greylock, Kleiner Perkins, and General Catalyst.

Idan's favorite books: Zero to IPO (Author: Frederic Kerrest)

(00:01) Introduction 
(00:07) How LLMs Generate Code
(02:11) Rise of Vibe Coding: Opportunities and Risks
(05:24) Debugging and Security in Vibe Coding
(09:13) Vulnerabilities Introduced by AI Code Assistants
(12:20) Security Basics for Builders Using AI and Cloud Platforms
(15:44) Security by Design and Organizational Standards
(18:08) Making Security Dead Simple: The Appiro Approach
(22:28) Winning Developer Trust Through UX and Integration
(26:59) Biggest Technical and GTM Challenges in Building Appiro
(33:55) Rapid Fire Round

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Where to find Idan Plotnik: 

LinkedIn: https://www.linkedin.com/in/idanplotnik/

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Where to find Prateek Joshi: 

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekvjoshi 

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

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Where to find Astasia Myers: 

LinkedIn: https://www.linkedin.com/in/astasiamyers/

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Where to find Prateek Joshi: 

Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekvjoshi
Research column: https://infrastartups.com 

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

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Where to find Spiros Xanthos: 

LinkedIn: https://www.linkedin.com/in/spiros/

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Where to find Prateek Joshi: 

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekvjoshi 

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

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Where to find Nick Schrock: 

LinkedIn: https://www.linkedin.com/in/schrockn/

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Where to find Prateek Joshi: 

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite
X: https://x.com/prateekvjoshi