The interviews
Zscaler CEO and CFO: We have the opportunity of a lifetime
“The $8 billion is on the basis that we just see continuing drivers that exist today. The $10 billion is in a world where the market acknowledges that we do have something highly unique.”
For interviews prior to 2026, see the archive.
DigitalOcean CEO: ‘We are not going to be extraordinarily leveraged like some others’
“I use this phrase that software makes megawatts more valuable, not, supply scarcity makes megawatts more valuable.”
Dynatrace CEO: Soon, humans aren't going to be writing code
“My R&D leader is telling me that is his goal, that over the next six months or so, if not earlier, we would expect little to no human-written code going into production.”
Progress CEO has an answer to tokenomics: ‘Combine the meters’
“If it was within our environment, we would optimize the LLM meter.”
Asana CEO: ‘AI alone maketh not an enterprise workflow’
“Millions and millions of customers will be seeded with free requests to start using those agents alongside themselves.”
TD Synnex’s CEO may have cracked the code on ‘agentic’ AI
“The approach by vendor has always paid off […] Even when I look at some distributors who emerge, and broke through, they always started with the support of one vendor.”
Backblaze CEO: ‘It's a land grab where we want to be part of that AI ecosystem’
“Starting from first principles, do you believe that AI, five years from now, is going to be bigger than it is today? I think the answer is, obviously, yes.”
Zscaler CEO: Investors still don’t get it
“One day, our ARR from zero trust for agents will be bigger than zero trust for users we do today.”
For JFrog’s CFO, a balancing act between AI exuberance and what’s reasonable
“The desired outcome for AI is more software applications, and the only way to deliver software applications is through a binary, and JFrog is the one that's managing all of that.”
Nutanix CEO: The neoclouds are where it’s at
“The notion of running open-weight models on infrastructure that can move away from token cost to a better model, is starting to resonate.”
Procore CFO: Working toward ‘best in class’
“There’s not anything specific about Procore that I would say they shouldn’t be able to get there.”
DigitalOcean CEO: There will be a 1999, and here’s how we survive it
“I don’t even look at NDR. We’re not going to be beholden to some archaic metric like NDR just to make that metric look good. I want the company's business to be good, not a single metric to look good.”
Twilio CEO has ‘aspirations’ in AI governance and observability
“All they need is the specific consumer that’s being addressed in that moment, that we’re serving, and that radically reduces the amount of token spend for our customers.”
Progress Software CEO: Giving software companies a reality check
“I think some of them think they can wait it out. This quarter is the first quarter we are starting to see that change.”
Cerebras CEO: ‘We’ve demonstrated an ability to win the largest customers’
“The best way to have four big customers is to win one big customer.”
Bread Financial CEO: ‘AI could change consumer finance very rapidly’
“Of course, AI is going to change our industry.”
Zscaler CEO: ‘Investors don’t appreciate the platform we have built’
“Even if five percent of business starts adopting some AI use cases, it starts creating a lot of impact for us.”
Amkor CEO: ‘Semiconductors are going to continue to thrive’
Semiconductors are becoming more fundamental to everything we do.”
Dynatrace CEO: Pursuing large deals with AI giants
“Obviously, a larger deal with an AI native … would be an incremental tailwind, without question.”
Ciena’s CEO finds that patience pays off
“I think everybody generally has greatly underestimated the amount of network infrastructure that's got to go into place to support AI.”
Accelsius CEO: Fighting conventional wisdom
“I have empathy for these [data center] architects. They have so much thrown at them, they’re simply asking, what are my friends doing.”
Databricks’s resident genius sees AI agents living ‘Groundhog Day’
“Did the agent double-check all the things that might be wrong? Did it make assumptions, and, inasmuch as you could even say that it's making an assumption, did it get confused somehow?”
Cohesity CEO: ‘AI is a tsunami coming at you, you’re either buried or you surf it’
“Thirty to forty percent of our code now is being generated with Claude Code.”
Zscaler CEO: The market is totally irrational
“Try to imagine Claude Code writing a distributed system for inline inspection of traffic and detecting any cyber issues!”
Innodata CEO: Potential disasters of agentic AI are a great opportunity
“The big impediments to enterprise adoption are things that can be solved with data engineering.”
A very hot chip-cooling technology caught in a shareholder war
“Innventure is different from anything you’ve ever seen, and that has been both a blessing and a curse.”
NICE CEO: Software investors will sort out AI’s winners and losers
“The market has primarily been saying to technology companies, and software companies in particular, Look, we're not sure what that forward revenue looks like.”
Twilio CEO: Customers want us to help them give AI a brain
“Those are the kinds of things people have been trying to figure out with large language models in general, is how to give them a brain, basically.”
Dynatrace CEO: No bank is going to vibe-code their most critical apps
“If a JP Morgan or a United Airlines is down for hours because their observability solution isn’t working, was that really worth the cost of deploying a vibe-coded startup’s observability system?”
Special podcast: Catching up with American Superconductor
“The problems of the grid that we solve are going to be persistent for a very long time. And we're in a unique position to take advantage of that.”
IonQ CEO: The stock is ‘underpriced’ for the next Tesla or Nvidia
“I like the tailwinds of critical industries finding domestic secured suppliers.”
For earlier interviews, see the archive.