53 episodes

The MAD Podcast with Matt Turck, is a series of conversations with leaders from across the Machine Learning, AI, & Data landscape hosted by leading AI & data investor and Partner at FirstMark Capital, Matt Turck.

The MAD Podcast with Matt Turck Matt Turck

    • Technology

The MAD Podcast with Matt Turck, is a series of conversations with leaders from across the Machine Learning, AI, & Data landscape hosted by leading AI & data investor and Partner at FirstMark Capital, Matt Turck.

    From Business to Warfare: How AI Affects the Modern World | Azeem Azhar

    From Business to Warfare: How AI Affects the Modern World | Azeem Azhar

    In this episode, we sit down with Azeem Azhar, an expert on AI and technologies, whose weekly newsletter "The Exponential View" (www.exponentialview.co) is read by nearly two hundred thousand people from around the world.

    We delve into the nuances of AI adoption, discussing how LLM's are reshaping industries and what this means for corporate leaders, the dynamics between the U.S., China, and Europe in the AI race, and the concept of sovereign AI.



    Azeem Azhar

    Website - https://www.exponentialview.co

    Twitter - https://x.com/azeem



    FIRSTMARK

    Website - https://firstmark.com

    Twitter - https://twitter.com/FirstMarkCap



    Matt Turck (Managing Director)

    LinkedIn - https://www.linkedin.com/in/turck/

    Twitter - https://twitter.com/mattturck



    (00:00) Intro

    (02:05) What does the "Exponential" really mean?

    (05:43) "Moore's law has not died"

    (11:52) Claude is the Macintosh of AI. What does it mean?

    (25:57) How does AI affect the enterprise?

    (34:06) Asia is more optimistic about AI than the West. Why?

    (38:42) Azeem's perspective on the sovereign AI

    (45:19) AI in the modern warfare

    (48:47) What is the Exponential asymmetry?

    (51:59) Energy transition and the influence of AI on it

    (55:21) Big Oil vs Chinese Solar: who's going to win?

    (59:18) AI opens new possibilities for everyone. How?

    • 1 hr 1 min
    How ClickHouse powers Netflix, Uber and Spotify’s Analytics | Aaron Katz, CEO of ClickHouse

    How ClickHouse powers Netflix, Uber and Spotify’s Analytics | Aaron Katz, CEO of ClickHouse

    In this episode, we sat down with Aaron Katz, the CEO of ClickHouse, a company that went from an open-source analytical database into a highly successful cloud service, utilized by Spotify, Netflix, Disney, and many more.



    Aaron Katz provides intriguing insights into the challenges of transitioning an open-source project into a thriving business, ClickHouse's go-to-market strategy, the role of technical support in pre-sales, and the strategic decision to avoid traditional SDR and CSM roles.



    CLICKHOUSE

    Website - https://clickhouse.com/

    Twitter - https://x.com/clickhousedb



    Aaron Katz

    LinkedIn - https://www.linkedin.com/in/aaron-katz-5762094

    Twitter - https://x.com/ceo_clickhouse



    FIRSTMARK

    Website - https://firstmark.com

    Twitter - https://twitter.com/FirstMarkCap



    Matt Turck (Managing Director)

    LinkedIn - https://www.linkedin.com/in/turck/

    Twitter - https://twitter.com/mattturck



    (00:00) Intro(00:56) What is ClickHouse?(04:28) What are the use cases for ClickHouse?(06:17) Reducing the latency: why the world shifts to real-time(09:05) How did ClickHouse evolve from an open-source to a cloud product?(15:01) "Open source is the future of software"(17:27) Self-hosted deployments(18:45) ClickHouse's roadmap(20:51) Is there a real-time data stack?(22:25) ClickHouse partners in data ingestion(24:32) Who are ClickHouse's main competitors?(27:35) ClickHouse's sales process(36:44) Is partnerships a good go-to-market strategy?(37:44) When is the right time for startups to start partnering?(38:22) Aaron's story of becoming the CEO(43:50) Team and culture when working on two continents(46:15) What's next?

    • 49 min
    From Tiny Romanian Startup to Global AI Automation Leader | Daniel Dines, CEO of UIPath

    From Tiny Romanian Startup to Global AI Automation Leader | Daniel Dines, CEO of UIPath

    In this episode, we sit down with Daniel Dines, the co-founder and CEO of UiPath. From a small rented apartment in Bucharest to $1.3 billion in revenue, UiPath's story is one of perseverance, innovation, and strategic pivots.


    Daniel shares his insights on the pivotal moments that shaped UiPath, how to build a robust go-to-market strategy, the role of partnerships, and the lessons learned in hiring and managing a sales organization.



    UIPath

    Website - https://www.uipath.com/

    Twitter - https://x.com/UiPath



    Daniel Dines

    LinkedIn - https://www.linkedin.com/in/danieldines

    Twitter - https://x.com/danieldines



    FIRSTMARK

    Website - https://firstmark.com

    Twitter - https://twitter.com/FirstMarkCap



    Matt Turck (Managing Director)

    LinkedIn - https://www.linkedin.com/in/turck/

    Twitter - https://twitter.com/mattturck



    (00:00) Intro

    (01:38) UiPath was founded in an apartment in Bucharest. How did it all start?

    (08:05) Building a global product

    (11:26) The growth stage.

    (18:50) "We were AI from the beginning"

    (20:10) Raising the first round of funding.

    (23:48) Working with the board.

    (25:11) How did UiPath expand from the Romanian to the global market?

    (35:00) Process Mining, Task Mining, and Communications Mining.

    (41:41) The Automation Layer explained.

    (45:28) The use cases for using AI in UiPath's automations

    (56:22) UiPath's strategy for Gen AI adoption.

    (58:27) The team.

    (59:42) How important are partnerships for enterprise

    (01:02:48) Recruiting the best salespeople in the industry

    (01:07:10) Scaling from a software engineer to the CEO of a large company.

    • 1 hr 12 min
    How Airtable is Ushering 500,000 Organizations Into The Era of AI | Howie Liu, CEO of Airtable

    How Airtable is Ushering 500,000 Organizations Into The Era of AI | Howie Liu, CEO of Airtable

    In this episode, we sit down with Howie Liu, co-founder and CEO of Airtable, to explore the incredible journey of Airtable from its early days to becoming a powerhouse in the enterprise software space.

    Howie provides a candid look at the challenges and learnings from transitioning Airtable from a PLG product to an enterprise platform, how companies are transforming their marketing operations with AI, and the transformative potential of AI in automating workflows and enhancing business processes.

    AIRTABLE
    Website - https://www.airtable.com/
    Twitter - https://x.com/airtable

    Howie Liu
    LinkedIn - https://www.linkedin.com/in/howieliu/
    Twitter - https://x.com/howietl

    FIRSTMARK
    Website - https://firstmark.com
    Twitter - https://twitter.com/FirstMarkCap

    Matt Turck (Managing Director)
    LinkedIn - https://www.linkedin.com/in/turck/
    Twitter - https://twitter.com/mattturck

    (00:00) Intro(02:40) What is Airtable in 2024?(05:35) How does Airtable apply AI to its products?(11:56) What are the AI use cases in Airtable?(18:35) The tech behind Airtable's AI capabilities(22:22) Is Airtable going to become an AI-first company?(25:15) Will AI kill programming as we know it?(29:24) How do big enterprises think about AI?(34:46) How did Airtable go from PLG to a large enterprise product?(41:00) AI Categories(47:47) "We definitely had our hiccups"(51:20) Was PLG a ZIRP-era phenomenon?(56:29) Howie's journey as a CEO

    • 1 hr 2 min
    AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures

    AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures

    In this episode, we sat down with Tomasz Tunguz (https://twitter.com/ttunguz), the founder of Theory Ventures and a leading voice in the tech investment space.


    We discussed the transformative potential of Ethereum as a database company, the importance of data security in a decentralized world, and the evolving landscape of AI technologies from foundational models to AI-native applications.


    📰 Article "What If LLMs Change the Business Model of the Internet?": https://tomtunguz.com/what-if-llms-change-the-business-model-of-the-internet/

    ✍️ Tomasz' blog: https://tomtunguz.com



    Theory Ventures

    Website - https://theory.ventures/

    Twitter - https://twitter.com/Theoryvc


    Tomasz Tunguz

    LinkedIn - https://www.linkedin.com/in/tomasztunguz

    Twitter - https://twitter.com/ttunguz

    Blog - https://tomtunguz.com/



    FIRSTMARK

    Website - https://firstmark.com

    Twitter - https://twitter.com/FirstMarkCap

    Matt Turck (Managing Director)

    LinkedIn - https://www.linkedin.com/in/turck/

    Twitter - https://twitter.com/mattturck

    LISTEN ON:

    YouTube - https://www.youtube.com/@DataDrivenNYC/videos

    Apple - https://podcasts.apple.com/us/podcast/the-mad-podcast-with-matt-turck/id1686238724


    (00:00) Intro(02:46) Tomasz has continued to invest in blockchain through the crypto winter. Why?(06:59) Security and privacy as the main blockchain's use case.(09:18) Blockchain and AI: how do they work together?(11:02) Why does Theory Ventures not invest in AI hardware?(12:28) Why do big companies invest in cloud infrastructure?(15:35) An investor view on the foundation models.(18:36) Is Gen AI going to replace traditional AI?(20:57) Does the Theory Ventures invest in AI tooling companies?(22:53) Is investing in Cloud companies better than investing in AI-powered applications?(26:40) Copilot AI vs full-execution AI.(28:38) A case for specialized LLMs.(29:54) Gross margins in Gen AI: is it profitable?(32:34) Modern Data Stack: is it still a thing to invest in?(37:02) Microsoft Fabric and its impact on the market.(38:50) Tomasz's thought on Motherduck and DuckDB.(40:37) Where do BI tools fit in the Modern Data Stack?(44:32) Why has the democratization of BI never happened?(45:52) How do acquisitions happen? Can you engineer them?(49:02) Key ingredients to build data infrastructure business.(50:40) Tomasz is a founder now! How does it feel?(53:15) Talking numbers: Theory Ventures' financial model.

    • 54 min
    The $9B Startup Going After Snowflake and Databricks | Renen Hallak from VAST Data

    The $9B Startup Going After Snowflake and Databricks | Renen Hallak from VAST Data

    In this episode, we sat down with Renen Hallak, founder and CEO of VAST Data, a $9 billion company that's shaking the foundations of data storage, databases and compute functionality.

    Through the conversation, we explore VAST's perspective on AI infrastructure, the process of selling over a billion dollars worth of software, and the technical innovations behind disaggregated, shared-everything architecture.



    VAST Data

    Website - https://www.vastdata.com/

    Twitter - https://twitter.com/VAST_Data



    Renen Hallak

    LinkedIn - https://www.linkedin.com/in/renenh/



    FIRSTMARK

    Website - https://firstmark.com

    Twitter - https://twitter.com/FirstMarkCap



    Matt Turck (Managing Director)

    LinkedIn - https://www.linkedin.com/in/turck/

    Twitter - https://twitter.com/mattturck


    (00:00) Intro(01:40) What is VAST Data?(02:56) The company was started in stealth mode. Why?(03:42) Did VAST get lucky with the gen AI explosion?(04:27) VAST Data founding story(05:57) How does the company work across 2 continents?(06:48) What made you think that you can disrupt the market?(09:23) VAST architecture explained(23:08) Moving from data storage to databases(25:01) What was the hardest thing to build?(26:32) How does VAST work with open source(26:54) A glimpse into the future products(28:22) The world without VAST: how it would've looked like(29:45) Who were VAST's first customers?(30:56) How do hedge funds use VAST?(32:08) VAST's sales strategy(34:04) Renen's transition from technical founder to CEO(36:01) How do you hire great people?(37:07) What was the hardest thing on your journey as a CEO?(38:43) $9B CEO daily routine(40:17) Difference between offices in NY and Israel(42:07) Renen's learnings from sales

    • 45 min

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