Smart Humans with Slava Rubin

Brought to you by Templum

Recorded 7/13/26

Slava Rubin and Jan-Erik Asplund explore the rapidly growing AI infrastructure market, focusing on Fluidstack and other key companies, technological trends, and investment opportunities. They discuss the energy demands of AI, the business models of neoclouds, and the risks and rewards of investing in this dynamic space.

Rajat is the Founder and CEO of Chef Robotics. Prior to Chef, Rajat was Founder and Managing Partner at Prototype Capital, a pre-seed venture capital fund investing in founders who apply new technology to old industries. Before that, Rajat was the Founder and CEO of ThirdEye, where he led a team to build a product that empowers the visually impaired by recognizing what’s in front of them; ThirdEye was ultimately sold. Rajat has written a book about education reform, published a scientific paper in electrical engineering, and written for Forbes about entrepreneurship. He has a Master’s degree in Robotics and Machine Learning from the University of Pennsylvania and a Bachelor’s in Economics from The Wharton School at the University of Pennsylvania.

Marques Colston is the Founder and Portfolio Manager of The Champion Fund. Operator and executive with more than a decade of leadership across the NFL, emerging sports leagues, and private capital. Co-owner of three Arena Football League franchises. Advised Arena Football League on strategic partnerships with DraftKings, CBS, William Hill, and Facebook. Strategic Advisor to NFLPA One Team Collective and NFL Players Inc. Advised on $350M+ in client assets as a financial advisor at Janney Montgomery Scott (Series 7 and Series 66 securities licenses). Co-Founder of Venture Playbook at Columbia Business School.

Recorded 8/4/26

Slava Rubin and Jan-Erik Asplund explore the recent IPO of SpaceX, its market performance, and the potential upcoming IPOs of major AI companies like OpenAI, Anthropic, and Databricks.

Shane Neman is a serial entrepreneur and investor. He founded and successfully exited two technology companies, JoonBug and EZ Texting, before moving to the investing side. Today he is the Manager of Neman Ventures, a venture capital firm focused on frontier technology, including AI, robotics, defense tech, quantum computing, and longevity. Separately, he runs the Neman Family Office, which holds direct investments and commercial real estate. He is the author of "Nightlife Lessons" and writes about startups, investing, and health at shaneneman.com.

John Cadeddu is the founding and managing partner at Corner Ventures. John brings 25 years of venture capital experience to this role and is a generalist with domain expertise in machine learning and artificial general intelligence. Prior to Corner, John co-founded DAG Ventures in 2004 and was Key Man for Funds I-V. As a venture investor, John has led investments in over 60 companies, including Bloom Energy, FireEye, Ambarella, Yelp, Pacific BioSciences, Jasper Technologies, Xoom, Eventbrite, Nextdoor, OneMedical and Wealthfront. Prior to this, John worked at JP Morgan, Tandem Computers and Octel Communications. He earned his BA with Honors from Harvard College and his MBA from Stanford University’s Graduate School of Business. John co-founded Aurite in 2023 following the release of ChatGPT. John and his wife, Wendy, established a college scholarship fund in their Canadian hometown 25 years ago that has enabled 149 students, and counting, to attend university.

Bradley Hatton-Jones is the Founder and CEO of Orbit2Orbit, an Australian space company building the infrastructure required to validate, move and service technology beyond Earth. Bradley led the design and build of Australia’s largest rocket manufacturing facility and supported the development of the Eris launch vehicle. He founded Orbit2Orbit in 2025 to address a growing gap in the space economy: launch can place hardware into orbit, but there is limited infrastructure to move, upgrade, service or retrieve it once it arrives.

Vincent's Slava Rubin is joined by Sacra's Jan-Erik Asplund to explore the rapidly evolving field of quantum computing, its current state, future potential, and investment opportunities. They share insights on private and public market options, technological milestones, and what to expect by 2030.

Prath Reddy, CFA, serves as the CEO of Percent, where he was instrumental in setting the company's trajectory since its inception. With a solid background in financial services, particularly in investment banking and capital markets, Prath leads the revenue-driving sectors, including Capital Markets, Credit, Compliance, and Business Development, and maintains a Board Observer position.

Vincent co-founder Slava Rubin and Sacra co-founder Jan-Erik Asplund take an in-depth look at the autonomous driving market, looking at market leader Waymo and emerging startups, as well as existing big tech companies such as Tesla, Amazon, Uber, and Lyft. They cover market history, current dynamics, future predictions, and investment opportunities across the sector.