"Every vehicle is capable of driverless operation. That's clearly the steady state of where we're going."

Wayve started in a rented house in Cambridge with $1.5M, a car in the garage, and an aim to integrate end-to-end AI into driving. A decade later it's driven across 506 cities without a single HD map and is worth over $8.6 billion.

In this episode, CEO Alex Kendall joins Lukas Biewald to talk about how he built the AI driver Uber, Nvidia, Mercedes, and Nissan all backed, and why putting self-driving AI into 100 million cars a year is a far bigger bet than 10,000 robotaxis.

Waymo and Tesla both come up. He doesn't shy away.

Connect with us here:

• Alex Kendall
• Lukas Biewald
• Wayve
• Weights and Biases

"Companies designing for agents, not humans, are going to get a lot of lift."

ClickHouse started as an internal tool at Yandex. Today it's the database Anthropic, OpenAI, Meta and Tesla all run on.

In this episode, CEO Aaron Katz joins Lukas Biewald to talk about how he turned an open source project into a $15B company, why he acquired LangFuse knowing it could cost him customers, and what he's actually building for the agent era.

Snowflake, Datadog and Databricks all come up. He doesn't shy away.

Connect with us here:

Aaron Katz: https://www.linkedin.com/in/aaron-katz-5762094

ClickHouse: https://www.linkedin.com/company/clickhouseinc/

Lukas Biewald: https://www.linkedin.com/in/lbiewald/

Weights and Biases: https://www.linkedin.com/company/wandb/

00:00 Trailer

00:57 The Origin Story: From Yandex to ClickHouse Inc.

04:43 Building ClickHouse Cloud & Raising $300M

10:36 Growing Up Around Xerox PARC

12:51 Salesforce, Mark Benioff & the Dot-Com Bust

15:32 Cloud Skeptics vs. AI Skeptics | History Repeating

18:05 Building a Modern Go-To-Market Playbook

21:57 The SaaS Crash, Agents & the Future of Infrastructure

27:09 The Datadog Love-Hate Story

35:21 Hardest Moments: Russia, SVB & Sleepless Nights

43:16 Outro

Formal verification already consumes years of human effort.

In this episode, Lukas Biewald talks with Carina Hong, Founder & CEO of Axiom, about why verification is becoming the real bottleneck in high stakes AI systems.

They discuss how Axiom uses AI to take on the tedious checking that stretches verification cycles across years, starting with formal mathematics and extending to hardware and software.

Carina also explains why Axiom’s approach to auto-formalization mirrors spec driven models like Kiro from AWS.

Connect with us here:

Carina Hong: https://www.linkedin.com/in/carina-hong/

Axiom: https://www.linkedin.com/company/axiommath/

Lukas Biewald: https://www.linkedin.com/in/lbiewald/

Weights & Biases: https://www.linkedin.com/company/wandb/