In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Paweł Czech, chief executive officer of NativelyAI, joins theCUBE's John Furrier to discuss the emergence of the AI economy and how decentralized compute is becoming a new class of financial instrument. Czech details the launch of NativeCompute, a fully decentralized GPU/CPU network connecting over 200 providers across 40 countries, built to route AI workloads to available capacity at the lowest cost. Citing Jensen Huang's benchmark that productive developers should consume $300,000 in tokens, he frames the real business challenge as maximizing that throughput as efficiently as possible — a problem Czech argues will generate the next trillion-dollar industry.
The conversation also explores how compute commoditization is reshaping enterprise finance. Czech outlines a vision where fractional compute capacity trades on decentralized exchanges in real time, with agents bidding on workloads the way they might bid on any micro-transaction — from an API call to a pizza slice. Trustless blockchain protocols underpin this model, ensuring instantaneous settlement without traditional payment infrastructure. He makes a bold prediction: the full convergence of AI and blockchain will deliver complete financial transparency for companies and individuals alike, with revenues, costs and taxes settled automatically at the infrastructure layer. From a community of 260,000 developers now building applications in hours rather than weeks to a forthcoming AMD hackathon, Czech provides a roadmap for how AI-native and blockchain-native development will converge to unlock the next wave of economic value creation.
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Pawel Czech, Natively AI
In this interview from theCUBE + NYSE Wired: AI Factories – Data Centers of the Future event, Glean co-founder and CEO Arvind Jain joins theCUBE’s John Furrier to unpack what’s really working in enterprise AI today and what comes next. Jain explains why knowledge access remains the first successful AI use case at scale and how Glean’s enterprise search brings AI into everyday work. He details the past year’s lessons with AI agents – from the need for guardrails, security, evaluation and monitoring to democratizing agent building so business owners (not just data scientists) can create production-grade agents.
The conversation dives into Glean’s vision of the enterprise brain powered by an enterprise graph, highlighting the importance of deep context, human workflows and behavior to reduce “noise” and drive outcomes. Jain outlines core building blocks – hundreds of enterprise integrations and a growing actions library – that let agents securely read company knowledge and take actions across systems (e.g., CRM updates, HR tasks, calendar checks). He discusses how organizations are standing up AI Centers of Excellence, prioritizing “top 10–20” agents across functions like engineering, support and sales, and why a horizontal AI data platform that unifies structured and unstructured data – accessed conversationally and stitched together via standards like MCP – sets the foundation for AI factory-scale operations. Looking ahead, Jain says Glean’s upgraded assistant is evolving from reactive tool to proactive companion that anticipates tasks and accelerates productivity.
play_circle_outlineNativeCompute and the Rise of Decentralized AI Factories: Global Distributed Compute, Cost Efficiency, and NVIDIA's Monetization Push
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play_circle_outlinePizza-Slice Markets: Nano-Payments and Agentic Bidding for Fractional Compute with Trustless Blockchain Settlement
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play_circle_outlinePrediction: AI + blockchain-native services will make revenue, cost, taxes fully visible
In this interview from theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Paweł Czech, chief executive officer of NativelyAI, joins theCUBE's John Furrier to discuss the emergence of the AI economy and how decentralized compute is becoming a new class of financial instrument. Czech details the launch of NativeCompute, a fully decentralized GPU/CPU network connecting over 200 providers across 40 countries, built to route AI workloads to available capacity at the lowest cost. Citing Jensen Huang's benchmark that productive developers should consum...Read more
exploreKeep Exploring
How do you see decentralized compute (and your new service NativeCompute) connecting hyperscalers, neoclouds, and the edge to improve AI developer productivity, cost-efficiency, and monetization?add
How would an exchange for commoditized compute—built on decentralized protocols and agent-based AI—fit into the evolution of technology, what new markets would it create (e.g., fractional compute or service slices), and how would execution and instantaneous settlement of those transactions work?add
When and how will AI-native and blockchain-native services fully come together to make revenue, costs, taxes (for companies and individuals), compute workloads, and AI API usage fully visible and drive long-term efficiency gains?add
>> Welcome back. I'm John Furrier, host of theCUBE, here at theCUBE's NYSE Wired studio. Of course, the program's a CUBE original, but the community's open. It's an open network. Brian Baumann and myself been putting that together with the team. Of course, we have our Palo Alto studio connecting Silicon Valley and Wall Street. We got a great guest here for The AI Factories returning. Pawel's back, CEO of NativelyAI. Great to see you, Pawel. Great to have you. We had an AI infrastructure breakfast yesterday here at the NYSE, and more great conversations happening around AI factories. The evolution of this infrastructure build-out that's hot in two categories. One is AI infrastructure, which is, think data centers, think large token factories, been pumping out tokens, feeding the AI, feeding the big models, feeding the agents. And then you've got the decentralized piece going on with crypto, financial infrastructure, coming together. So you have kind of a blending of two worlds. You have infrastructure enabling software that we've never seen before. It's accelerating all areas. It's not disrupting anything. I mean, it's disrupting the old status quo, but it's not disrupting companies unless they don't change. So we've talked about this in the past. What's your current take since you were last on theCUBE? What's changed the most in your mind in this AI factories, this large-scale infrastructure build-out?
Pawel Czech
>> So John, thanks for having me. Yeah, great to be here. Thank you very much. Absolutely amazing take on the future that will be fully decentralized for these AI software factories and the compute. Also, in my opinion, a lot of that is going to start to connect hyperscalers, neoclouds, and the Edge. We actually literally just launched on Monday, a few days ago, we launched a new service called NativeCompute. So we launched a fully decentralized GPU/CPU network that connects over 200 different providers. They're in 40 countries. You can immediately launch and route workflows for AI to a specific availability. And it will actually, in my opinion, get connected to how companies are building internal capacity of their AI software factories. So we were just at GTC, and we heard the CEO of NVIDIA say that, "If your developers are not using $300,000 worth of tokens, are they really productive?" And I think the big opportunity now is in creating the efficiency of how to get those tokens to your employees, to your team, get those tokens to your developers, but make it as cost-efficient as possible. So as you said, that's just going to accelerate, and it's a completely new industry that's emerging right in front of us.
John Furrier
>> I've gotten to know you very well over the past year as part of the leaders that we've been hanging out with in the community that we've been building. And I brought up at the beginning, the convergence of the financial infrastructure and AI for a reason, because just what you just said, productivity. That's economics.
Pawel Czech
>> Yeah.
John Furrier
>> Jensen also said in his keynote, "monetization." I've never heard him use the word before. He's never said the word monetization in a keynote, implying that, "Hey, this is where the money is." And so you're starting to see things like, I just did a series called The Transformation Edge. We kicked off with Jim Kavanaugh. He's the CFO of IBM. Came here on theCUBE, talking about the business model transformation in his world and the role of the CFO, but also the chief people officer. Because if employees are going to have tokens and coworkers, it's an HR issue, and Jensen said that a year before. It's like AI is the HR Department. So this brings up the convergence of business, money, and technology. You are at the nexus of those two trends. Take me through what's the current thinking right now of this, "Okay, I can route workflows, I can move workloads on scoped Pareto curves?" And Jensen laid that out. That's technical, but it also has direct business implications to costs, which is unit economics. If productivity is going to increase revenue, now you're in gross profit talk. That's CFO talk. So we're seeing these worlds, these languages, these models coming together. What's your thinking on this?
Pawel Czech
>> So I call this the AI economy. Some people say the Agentic economy, but it is the AI economy. And it creates a new social contract, effectively, between communities, but also between companies and the people that work for them. And it does go down to the micro or nano-payment level. So, super small transactions can create completely new markets. And as you said, this is CFO talk. How do you create yield on top of your AI workloads and how do you maximize that? The efficiency that is needed is going to be the next trillion-dollar industry. And that's the huge opportunity, is for companies to capture that, and for startups and communities to find new business models in those nano-payments, in the Agentic payments, in trustless protocols. And all of that has to be fueled by the right kind of software.
John Furrier
>> We had covered Harvey AI, which is a legal company. They're kicking ass. This is an example of a great vertical with domains being disrupted. The other one is the FPA market, the financials, accounting, . This is really automated now. You got a lot of agents, things are happening at scale. So now the question is, is that, and you had mentioned an exchange, okay, you can do the tech stack to manage AI factories, but now you're cross-connecting the ability to manage risk, direct capital. Nobody wants a black box. So this is why I'm tying this together, because as that financial reporting kicks in, as these domains like legal, finance, HR, the C-suite executives running these groups are not siloed anymore. They have to be integrated. So you're starting to see this happen. How does this play out in practice? Share your vision, because I've heard you talk about this idea of an exchange. How does that tie into the tech evolution?
Pawel Czech
>> It's the commoditization of compute. And because you create a completely new financial instrument, you can then have this conversation about putting that instrument on your balance sheet, creating products around this. And that, I believe, will run on a form of decentralized protocols. An exchange will be the marketplace, where trades and allocation happens. And then the settlement of it is, as I said, we just launched that layer called NativeCompute, and I think completely new markets are just going to be forming in real time. And that's the opportunity that I think not enough people are yet recognizing. And I think-
John Furrier
>> Explain those markets. Give an example.
Pawel Czech
>> It's a pizza slice market here in New York. You can have agents going out and trying to bid for the best slice of pizza, and my agent's trying to buy that slice of pizza, but it could be a fractional workload of compute capacity. And that should also be out there and agents should be bidding on it. This will apply to you buying insurance, to you buying a day at the spa. And none of that will be handled by traditional payment trails because there's no need.
John Furrier
>> Yeah. So explain how that works, because you're getting at the ability of having work be done. Break that down on how that gets executed. What's the conversation like there? Because it's foreign to most people to think like, "Wait a minute, am I going to have a fraction of this and a fraction of that?"
Pawel Czech
>> And this is where really the modern AI stack is forming, which is agents, the ability to automate certain tasks, but also blockchain. So, protocols that guarantee validity and they guarantee that the availability is there. So none of this is based on trust, all of this is based fully on data points. And I think that's where the biggest frontier will now be is, how do these new marketplaces use protocols to create instantaneous settlement for compute or a pizza slice.
John Furrier
>> All right, so you're getting at my favorite question and I'd like you to just put a prediction out there. When and how does AI and crypto blockchain infrastructure converge? Because in Crypto Trailblazers, our other most popular series besides AI Factory, it's the same music. I'm hearing the same music. And they're all using AI and blockchain on either side, so it's going to come together. When and how does that come together fully?
Pawel Czech
>> It comes together with completely new services that are built in an AI-native way and a blockchain-native way. So there is no second order thought about using that specific technology, it's baked in at the base of it. And for me, the biggest prediction is that we will have everything settled and everything fully visible, revenue, cost, taxes for companies-
John Furrier
>> Yeah....
Pawel Czech
>> for us as individuals. The same will happen for compute workloads, and the same will happen for API calls for AI.
John Furrier
>> So network economy, intelligence economy, productivity economy, all producing value.
Pawel Czech
>> Absolutely. It's the next 10, 20, 30, probably 100 years of efficiency gains. This is how we go from a $100 trillion global economy to a $200 trillion economy.
John Furrier
>> All right, Pawel, great to have you on. Give a quick plug for what you got on your schedule. We're going to see each other at the RAISE Summit. What's on your agenda? You got a hackathon coming up with AMD we're working together on. Give a plug for what you're working on.
Pawel Czech
>> Absolutely. So we're working with our community of 260,000 developers and we are onboarding them to use new technologies, whether they're coming from Circle, AMD, other providers. And we are building the application layer that uses compute and uses the tooling. So hundreds of new applications being built on a daily basis, and we'll be covering how that process went from weeks and months to hours. And we'll be seeing that in San Francisco in the next few weeks.
John Furrier
>> All right. Cambrian explosion. Again, AI factories are the core, the infrastructure. Both the AI and the decentralized infrastructure is perfectly positioned for the disaggregated set of factories that are emerging. It's client server, it's distributed computing, whatever metaphor you want to use, hybrid cloud, all coming together. Of course, AI is driving everything, the demand for applications, new markets emerging. This is theCUBE. I'm John Furrier, your host. Thanks for watching.
John Furrier