In this episode of the Infra Pod, hosts Tim (Essence VC) and Ian (CEO of Keycard) sat down with Lucas Thelosen, founder of Gravity and former head of product for data and AI at Google. Lucas shares his journey from leading teams at Google and Looker to launching Gravity, a company focused on bridging the gap between business users and data through generative AI.

The conversation dives deep into the challenges of data analysis in modern organizations, the evolution of AI-powered tools like Orion, and how generative AI is transforming the way companies leverage their data. Lucas discusses the importance of semantic layers, onboarding AI agents, and the future of data teams in a world where AI can automate complex analysis and reporting.

Join host Tim Chen (Essence VC) and Ian Livingston (Keycard.sh) as they sat down with Ivan Burazin, CEO and co-founder of Daytona to explore the cutting edge of agent-native infrastructure. From the origins of Daytona to the challenges and opportunities of building for autonomous agents, this episode dives deep into the tools, use cases, and visionary thinking shaping the next generation of infrastructure. Whether you’re a developer, founder, or tech enthusiast, you’ll gain insights into the trends, pivots, and bold ideas driving the future of AI and cloud platforms.

Ian (Keycard) and Tim Essence VC) engage in an insightful discussion with Hunter Leath, CEO of Archil.

The episode delves into the motivations behind Archil, a new data startup focused on revolutionizing data storage for cloud applications. Hunter explains the limitations of existing data storage paradigms like S3 and traditional block storage, advocating for a new approach that leverages SSDs and custom protocols to offer high-performance, infinite storage that can support modern workloads, including AI and CI/CD applications. The conversation also touches on the trust and complexity of implementing such a system, the future vision for file storage, and practical use cases ranging from serverless Jupyter notebooks to large-scale CI/CD operations.00:17 The Gap in Cloud Data Storage01:48 Understanding Unstructured Data02:41 Building Modern Data Systems04:15 Challenges and Innovations in File Storage11:12 Targeting CI/CD and AI Workloads23:00 The Future of File Storage

Tim (Essence VC) and Ian (Keycard) sat down with Aditya, CEO of Blacksmith, to explore the inception and innovative approach of Blacksmith in the CI/CD space. Blacksmith utilizes gaming CPUs and NVMe SSDs to deliver high-performance, serverless CI compute. They discussed the challenges faced by large companies with CI systems, why GitHub Actions was chosen as their primary CI system, and how AI-induced code generation is pushing the need for faster and more efficient CI solutions. Adya also highlighted the future potential of CI observability and other improvements Blacksmith is focusing on to maintain their edge in the market.00:29 Founding Blacksmith: The Origin Story01:16 Understanding Blacksmith's Serverless CI Compute02:21 Challenges in CI/CD and Blacksmith's Solutions05:14 Technical Deep Dive: Performance and Optimization06:53 Why GitHub Actions?08:08 Innovative Hardware Choices for CI10:06 Scaling and Managing CI Workloads19:14 Future of CI/CD and AI Integration28:02 Spicy Futures: Predictions and Hot Takes

In this episode of The Infra Pod, Tim (Essence VC) and Ian (Keycard.sh) delve into the fascinating world of AI memory with Charles, the CEO and co-founder of Letta. They explore the intricacies of memory in AI, its current state, how it’s implemented in various applications, and its potential to revolutionize productivity tools such as coding assistants. Charles shares insights on how Letta is leading the way by creating platforms for agents with long-term memory, the future implications of shared memory systems, and the concept of 'sleep time compute.'

Tune in to gain a deeper understanding of why memory could become more valuable than the models themselves in the future of AI.00:24 The Concept of Memory in AI02:04 Expanding on AI Memory02:17 Implementing Effective AI Memory01:55 Current and Future State of AI Memory11:37 The Challenges and Opportunities of AI Memory11:37 Real-World Applications and Limitations35:14 Introducing Letta's Solutions36:35 Future Trends and Predictions

In this episode of the Infra Pod, Tim (Essence VC) and Ian (Keycard) hosted DBOS building a reliable backend service, with guests including CEO Jeremy and cofounder Qian. The discussion delves into the company's motivation, their research work making software durable and reliable by default, their choice to be betting on Postgres, and how they integrate AI with traditional systems.

00:51 DBOS: Mission and Origins01:37 Creating Reliable and Durable Software11:13 Leveraging Postgres for Durability27:06 Spicy Takes: The Future of Postgres and Development

Join Tim from Essence VC and Ian from Keycard as they sit down with Gilad Kleinman (CEO of Epsio), to explore the next generation incremental query engine they're building. Gilad shares his journey from a software developer focusing on low-level Linux kernel development to identifying fundamental gaps in data processing. They delve into the philosophical questions regarding data complexity and redundancy, discuss the theoretical advancements propelling their project, and highlight the practical issues faced by companies in achieving efficient, scalable data queries.00:35 Journey to Building Epsio03:33 Tackling Incremental Processing10:08 User Experience in Data Systems17:24 Scaling and Integration Challenges18:43 AI and the Future of Database Management32:21 Spicy Hot Take!

In this episode of the Infra Pod, hosts Tim from Essence VC and Ian from Keycard, are joined by Gil, CTO and co-founder of Merge.dev. They discuss the inception and mission of Merge, its growth, and how the company is solving complex integration problems for businesses. The conversation covers the challenges of integration, the future of APIs, and the impact of AI and MCP on the industry.00:37 The Integration Nightmare07:09 Common Data Models and Syncing Data16:09 MCP and AI-Driven Integrations42:10 Future of MCP in the Industry

In this episode of The Infra Pod, Tim (Essence VC) and Ian (Keycard) are joined by Branden Wagner, Head of Information Security at Mercury. They delve into the nuances of Information Security, discuss the interplay between human and technical controls, and explore the evolving role of AI in security. Wagner shares insights on fostering a collaborative culture and building secure systems, providing valuable advice for both engineers and security professionals.

00:00 Introduction and Guest Welcome

01:07 The Importance of Security Culture

04:40 Building Collaborative Security Programs

10:54 Integrating Security into Business Practices

21:30 The Role of AI in Information Security

32:22 Spicy Future: The Impact and Limitations of AI

Ian and Tim host a conversation with Hamel Husain, an AI influencer and consultant who has worked with major tech companies like GitHub and Airbnb. They delve into Husain's journey to becoming an independent consultant, his insights on the common struggles with AI evaluation and data literacy, and his pragmatic approach to improving AI systems. The discussion also covers the importance of error analysis, measuring AI performance, and the evolving role of AI engineering in enhancing software development.00:23 Hamel's Background in AI and Machine Learning01:18 Challenges in AI and Machine Learning02:15 Importance of Data Literacy in AI04:02 Common Struggles in AI Development05:05 The Role of AI Engineers08:39 Focus on Processes Over Tools11:10 Error Analysis and Practical Examples15:52 Case Study: Improving AI Products26:05 The Role of Agents in AI