1 rich Libsyn https://www.libsyn.com 90 600 Roman Chernin is Co-Founder and Chief Business Officer of Nebius, one of the fastest-growing AI infrastructure companies in the world. Today, Nebius operates some of the largest AI compute clusters globally and serves leading AI labs, enterprises, and developers. Today, Nebius has a market cap of $57BN.&amp;nbsp; AGENDA:&amp;nbsp; 00:00 — Why AI Infrastructure Is Not a Bubble 05:00 — The Real Impact of Open Source on OpenAI &amp;amp; Anthropic 11:00 — Jevons Paradox: Why Cheaper AI Creates More Demand 13:00 — The Four Layers of AI Infrastructure Explained 19:00 — If Nebius Had 10x More Capacity Tomorrow 26:00 — The Shift from Training to Inference and Agents 31:00 — How Token Factory Cuts AI Costs by 70% 44:00 — Sovereign AI, Europe, and the Future of Model Building 49:00 — Competing Against Hyperscalers with 10x More Capital 59:00 — The Biggest Threat to Nebius Isn't Competition—It's Consolidation &amp;nbsp; &amp;nbsp; The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch http://www.thetwentyminutevc.com/ <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/41563395/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/202714195