Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic

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.

In Today's Show We Discuss:

• Why AI Infrastructure Is Not a Bubble

• The Real Impact of Open Source on OpenAI & Anthropic

• Jevons Paradox: Why Cheaper AI Creates More Demand

• The Four Layers of AI Infrastructure Explained

• If Nebius Had 10x More Capacity Tomorrow

• The Shift from Training to Inference and Agents

• How Token Factory Cuts AI Costs by 70%

• Sovereign AI, Europe, and the Future of Model Building

• Competing Against Hyperscalers with 10x More Capital

• The Biggest Threat to Nebius Isn't Competition—It's Consolidation