{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI &amp; Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It &amp; more with Roman Chernin","description":"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 \u2014 Why AI Infrastructure Is Not a Bubble 05:00 \u2014 The Real Impact of Open Source on OpenAI &amp;amp; Anthropic 11:00 \u2014 Jevons Paradox: Why Cheaper AI Creates More Demand 13:00 \u2014 The Four Layers of AI Infrastructure Explained 19:00 \u2014 If Nebius Had 10x More Capacity Tomorrow 26:00 \u2014 The Shift from Training to Inference and Agents 31:00 \u2014 How Token Factory Cuts AI Costs by 70% 44:00 \u2014 Sovereign AI, Europe, and the Future of Model Building 49:00 \u2014 Competing Against Hyperscalers with 10x More Capital 59:00 \u2014 The Biggest Threat to Nebius Isn't Competition\u2014It's Consolidation &amp;nbsp; &amp;nbsp; ","author_name":"The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch","author_url":"http:\/\/www.thetwentyminutevc.com\/","html":"<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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/202714195"}