The Neon Show
Siddhartha Ahluwalia
4 episodes
What Does Ali Ghodsi Know And How Databricks is Winning The AI Game | Rajkumar Sen, Arcion Labs
6 Nov · 1 h 6 min
- Databricks acquires Arcion Labs for $100m, and Arcion becomes LakeFlow Connect, growing 20 customers to 1,000.
- Sen says Databricks' vision-driven acquisitions under Ali Ghodsi will take it to $1tn.
Why Super Intelligent Models Write Super Dangerous Code | Varun Badhwar, Endor Labs
29 Oct · 1 h 17 min
- Varun Badhwar, founder of Endor Labs, warns nation-state actors from North Korea, China and Russia are dominating malicious code injection through open source, where one compromised account can reach hundreds of millions of downloads.
- Badhwar says remediation windows have shrunk from six to 12 months to about 10 hours before working exploits appear, so human review can no longer keep pace with AI-generated code.
How AI Will Disrupt India’s IT Services Industry And Its 1.5M Engineers/Year | Bhaskar Ghosh, 8VC
20 Nov 2025 · 1 h 13 min
- Bhaskar Ghosh doubts AI roll-ups of India's $400B IT/BPO services industry will earn SaaS multiples or network effects because buying revenue also buys employees.
- Ghosh predicts services pricing shifts from time-and-materials to outcome-based, with US sales and India delivery.
$2.5 Billion Tech Empire Built On Acquisitions, Efficiency, & Pure Ambition with Luca Ferrari Founder Bending Spoons
21 Sept 2024 · 1 h 26 min
- Bending Spoons, founded by Luca Ferrari, owns about 100 products including Remini, Evernote and Splice, and says it has around 150m monthly active users.
- Ferrari says product-market fit is mostly luck, so Bending Spoons leaves product discovery to the market and buys established businesses instead.