The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Sam Liang worked on the team that built the "blue dot" for Google Maps and now he's transforming how we think about meetings with Otter.ai. Fresh off crossing $100M in ARR with a lean team of less than 200, Sam joins us to discuss how Otter evolved from passive transcription to active AI agents that participate in your meetings. Learn practical strategies for building reliable voice AI, implementing enterprise knowledge bases, and deploying AI agents that actually deliver ROI.Resources mentioned:• Otter.ai $100M ARR announcement: https://otter.ai/blog/otter-ai-breaks-100m-arr-barrier• HIPAA compliance: https://otter.ai/blog/otter-ai-achieves-hipaa-complianceSubscribe to The Neuron newsletter: https://theneuron.ai

In this episode, we sit down with Pavan Davuluri, Corporate Vice President of Microsoft's Windows + Devices business, to explore how Windows is evolving into an AI-native platform. Pavan leads the team responsible for strategy, design, and delivery of Windows products across the full stack - from silicon and devices to platform, OS, apps, experiences, security, and cloud. With 23 years at Microsoft, he's driven the creation of the Surface line and now oversees how hardware and software fuse together with AI at the center. We explore how Copilot is being deeply integrated into Windows, the engineering shifts required to make Windows a more proactive and intelligent platform, and how Microsoft balances powerful automation with user control. From Surface design standards influencing the broader ecosystem to supporting OEM partners in the AI PC era, Pavan reveals the principles guiding Windows' transformation and what the computing experience will look like in the next five years.Subscribe to The Neuron newsletter: https://theneuron.aiMicrosoft Surface: https://www.microsoft.com/surfaceWindows AI features: https://www.microsoft.com/windows/ai-features

While everyone obsesses over which AI model is smartest, a quiet revolution is happening in the infrastructure layer underneath. Modular just raised $250M at a $1.6B valuation to solve a problem most people don't know exists: AI is locked into expensive, vendor-specific hardware ecosystems. Tim Davis, Co-Founder & President of Modular, joins us to explain why his company is building the "hypervisor for AI"—making it possible to write code once and run it on any GPU, from NVIDIA to AMD to Apple Silicon. We dive into why this matters for businesses, what the Android analogy really means, how companies are seeing 70-80% cost reductions, and whether we're even on the right path to superintelligence.Subscribe to The Neuron newsletter: https://theneuron.aiTry Modular: https://modular.comGetting Started Guide: https://modular.com/get-started

In this episode, we sit down with Scott Guthrie, EVP of Microsoft's Cloud + AI Group, to explore the architecture behind Azure's AI Superfactory. Scott oversees Microsoft's hyperscale cloud computing solutions including Azure, generative AI platforms, and next-generation infrastructure. We dive into Microsoft's strategic approach to AI datacenter buildout, the innovative Fairwater architecture with its 120,000+ fiber miles of AI WAN backbone, and how Microsoft is balancing performance, sustainability, and cost at planet-scale. From dense GPU clusters drawing 140kW per rack to closed-loop liquid cooling systems, Scott reveals the engineering trade-offs behind infrastructure that powers frontier AI models with trillions of parameters. Whether you're an enterprise leader planning AI adoption or a developer curious about cloud architecture, you'll leave understanding how Microsoft is executing on next-gen infrastructure that transforms global challenges into opportunities.Subscribe to The Neuron newsletter: https://theneuron.ai

Retool CEO David Hsu reveals that 48% of non-engineers are now shipping software. We explore how AI is democratizing software development, why engineers might stop coding internal apps within 18-24 months, and what this means for the future of work. David shares insights from Retool's survey of 10,000+ companies, Retool’s new AppGen program, and how "tomorrow's developers" are using AI to build real production applications on enterprise data.Subscribe to The Neuron newsletter: https://theneuron.aiLearn more about Retool: https://retool.com

Computers can see and hear, but they've never been able to smell—until now. In this episode, we sit down with Alex Wiltschko, Founder & CEO of Osmo, to explore how his company is using AI to digitize scent. Alex walks us through how they "teleported" the smell of a fresh plum across their lab, created the world's first AI-designed fragrance molecules, and built Osmo Studio—a platform that lets anyone design custom fragrances in one week instead of two years. We discuss the read/map/write framework for digitizing smell, why scent is tied directly to memory and emotion, and how this technology could eventually detect diseases like cancer and Parkinson's earlier than any current diagnostic. Plus: what does the Museum of Pop Culture smell like, and can AI really create a fragrance from a Bon Iver song?Links: Osmo: https://www.osmo.aiScent Teleportation Update: https://www.osmo.ai/blog/update-scent-teleportation-we-did-itOsmo Studio: https://osmostudios.ai/ Subscribe to The Neuron newsletter: https://theneuron.aiCheck out the sponsor of this video, Flora: https://dub.florafauna.ai/neuronSubscribe to The Neuron newsletter: https://theneuron.aiHosted by: Corey Noles and Grant HarveyGuest: Alex Wiltschko (Founder & CEO, Osmo)Published by: Manique SantosEdited by: Kush Felisilda

Behind every AI response, there's an invisible army of humans who trained it. In this episode, we talk with Casper Elliott from Invisible Technologies - the company that's trained 80% of the world's top AI models. We explore how models actually learn, why data quality matters more than quantity, what enterprises get wrong about AI deployment, and whether AI will really automate everyone's jobs. Casper shares insights from working with frontier labs, reveals the surprising skills that make great AI trainers (hint: League of Legends helps), and explains why the future needs more humans, not fewer.Subscribe to The Neuron newsletter: https://theneuron.aiLearn more about Invisible Technologies: https://invisibletech.ai

Ever wondered who's actually teaching ChatGPT and Claude how to think? Meet Caspar Eliot from Invisible Technologies - the company behind 80% of the world's top AI model training. In this eye-opening conversation, we uncover the massive human workforce behind "artificial" intelligence, why your League of Legends skills might land you an AI job, and the shocking mistakes enterprises make when deploying AI.We discuss:• How AI models really learn (hint: it's not just scraping the internet)• Why data quality beats data quantity every time• The Charlotte Hornets' revolutionary AI scouting system• Whether robots will actually take your job (spoiler: probably not)• The $14.8 billion Scale AI valuation and what it means• Why Mark Andreessen thinks VCs won't be automatedPlus: Caspar reveals the #1 mistake companies make with AI deployment and why "AI-ifying" your current process is doomed to fail.Subscribe to The Neuron newsletter: https://theneuron.aiConnect with Caspar on LinkedIn: https://uk.linkedin.com/in/caspar-eliot-46b9a55aLearn more about Invisible Technologies: https://invisibletech.ai?utm_source=neuron&utm_medium=podcastPlease check out the sponsor of this video, Warp.dev: https://warp.devSo who is Invisible Technologies? In four words: they make AI work. Their platform cleans, labels, and structures company data so it’s ready for AI. It adapts models to each business and adds human expertise when needed — the same approach used to improve models for over 80% of the world’s top AI companies, including Microsoft, AWS, and Cohere.Their successes span industries from supply chain automation for Swiss Gear, to AI-enabled naval simulations with SAIC, and validating NBA draft picks for the Charlotte Hornets. And get this: Invisible has been profitable for over half a decade, was ranked #2 fastest-growing AI company in 2024, and recently raised $100M to advance its platform technology.Check them out at Invisible Technologies: https://invisibletech.ai?utm_source=neuron&utm_medium=podcast

From Adobe Max 2025 in Los Angeles, Corey and Grant sit down with Ely Greenfield, Adobe's Chief Technology Officer, to explore the philosophy behind Adobe's practical AI strategy. Discover why the crowd went wild over AI renaming layers, how Adobe thinks about "additive not subtractive" AI, and where creative tools are heading next. Ely shares Adobe's vision for making AI a creative partner that enhances rather than replaces human artistry, and explains why the best AI features are often the most boring ones.Topics covered include: the Photoshop AI Assistant, Harmonize for instant compositing, auto-masking in Premiere Pro, the Express conversational workflow, and Adobe's unique approach to balancing automation with creative control.Read our Adobe Max coverage:• Adobe Reinvents Creative Suite with AI• Day 2 Keynote Recap• NVIDIA's Beyond-GPUs StrategyThis episode was made possible by our sponsor, Clutch: https://clutch.co/resources/how-smbs-see-ai-crawlers?source=theneuron&utm_medium=referral&utm_campaign=newsletter_10-14-2025Related resources:• Adobe Max 2025 announcements: https://www.theneuron.ai/explainer-articles/adobe-goes-all-in-on-ai-max-2025-unleashes-creative-ai-arsenal-across-every-tool• Day 2 Keynote and Sneaks recap: https://www.theneuron.ai/explainer-articles/adobe-max-day-2-the-storyteller-is-still-king-but-ai-is-their-new-superpower• Check out Adobe Firefly: https://firefly.adobe.com/• Project Graph demo: https://www.youtube.com/live/wQza2t9Qs64?t=10409sMake sure to check out Clutch's new report on AI crawling for SMBS! https://clutch.co/resources/how-smbs-see-ai-crawlers?source=theneuron&utm_medium=referral&utm_campaign=newsletter_10-14-2025Subscribe to The Neuron newsletter for daily AI news: https://theneuron.aiOriginal article: https://www.theneuron.ai/explainer-articles/adobe-goes-all-in-on-ai-max-2025-unleashes-creative-ai-arsenal-across-every-tool

AI is changing what we need from our computers—but does that mean you need an "AI PC"? Corey and Grant sit down with Logan Lawler from Dell Technologies who leads Dell Pro Max AI solutions to decode what matters (and what doesn't) when buying or upgrading your next computer. From CPUs and GPUs to memory, NPUs, and traps to avoid, this episode is your practical roadmap for staying future-ready through the next five years of AI-powered work.Dell Pro Max Workstations: https://www.dell.com/en-us/plcp/lp/dell-pro-max-pcs LM Studio LIVE tutorial: https://www.youtube.com/watch?v=Ai3sBeBdA1Y Kiwix Wikipedia Download: https://en.wikipedia.org/wiki/Kiwix One Trainer: https://github.com/Nerogar/OneTrainerJawset Postshot: https://www.jawset.com/Subscribe to The Neuron newsletter: https://theneuron.aiCheck out the Reshaping Workflows Podcast: https://reshaping-workflows.simplecast.com/