In this theCUBE + NYSE Wired: Mixture of Experts segment from the New York Stock
Exchange, theCUBE’s John Furrier sits down with Raj Verma, CEO of SingleStore,
to unpack how the intersection of technology and finance is shaping enterprise
strategy. Verma shares why SingleStore is “on course” for the public markets,
reflects on brand-building through the company’s partnership with golf Hall of
Famer Padraig Harrington and connects that ethos to how SingleStore helps
organizations fix struggling data “swings.” The discussion zeroes in on what’s
next as Wall Street watches the AI infrastructure buildout: after chips and
systems, the software and data layers set the pace for value creation. Verma
outlines why enterprises must modernize “brown” data estates into “green” ones
to safely bring corporate context, governance and compliance into LLM workflows
via RAG – and why commoditized data-at-rest puts the advantage at the query
layer that unifies data in motion with data at rest. He predicts agentic AI will
gain reasoning capabilities in roughly 18 months, cites industry indicators like
Google reporting ~25% of its software now built by AI and argues that high
switching costs will give way to disruption as buyers reassess legacy vendors.
The conversation closes with concrete momentum: ~33% YoY growth, ARR in the
~$135M range, gross dollar retention ~98%, cloud NDR ~130, ~50% of business now
in the cloud, landing ~3 new customers per day, a path to cash-flow breakeven in
the next two quarters and a teaser for AI-related announcements in the next two
months. Listeners will find notable stats, real-world use cases and
forward-looking views on how databases power reliable AI at enterprise scale.
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Cameron Adams, Canva
In this theCUBE + NYSE Wired: Mixture of Experts segment from the New York Stock
Exchange, theCUBE’s John Furrier sits down with Raj Verma, CEO of SingleStore,
to unpack how the intersection of technology and finance is shaping enterprise
strategy. Verma shares why SingleStore is “on course” for the public markets,
reflects on brand-building through the company’s partnership with golf Hall of
Famer Padraig Harrington and connects that ethos to how SingleStore helps
organizations fix struggling data “swings.” The discussion zeroes in on what’s
next as Wall Street watches the AI infrastructure buildout: after chips and
systems, the software and data layers set the pace for value creation. Verma
outlines why enterprises must modernize “brown” data estates into “green” ones
to safely bring corporate context, governance and compliance into LLM workflows
via RAG – and why commoditized data-at-rest puts the advantage at the query
layer that unifies data in motion with data at rest. He predicts agentic AI will
gain reasoning capabilities in roughly 18 months, cites industry indicators like
Google reporting ~25% of its software now built by AI and argues that high
switching costs will give way to disruption as buyers reassess legacy vendors.
The conversation closes with concrete momentum: ~33% YoY growth, ARR in the
~$135M range, gross dollar retention ~98%, cloud NDR ~130, ~50% of business now
in the cloud, landing ~3 new customers per day, a path to cash-flow breakeven in
the next two quarters and a teaser for AI-related announcements in the next two
months. Listeners will find notable stats, real-world use cases and
forward-looking views on how databases power reliable AI at enterprise scale.
play_circle_outlineMagic Layers: Canva’s Foundation Model Converts Flat Images into Editable Layers for Human-AI Collaboration on Typos, Colors, Design
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play_circle_outlineMagic Layers rolling out in public beta, English-first with progressive international rollout.
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play_circle_outlineCanva’s Design Agents and Creative OS: Acquisitions, AI Scale, Enterprise Momentum, and a Data Moat
In this interview from theCUBE's Mixture of Experts series at the NYSE Wired Studio, Cameron Adams, co-founder and chief product officer at Canva, joins theCUBE's John Furrier to discuss how the company is evolving from a design platform into a full-scale creative operating system powered by its own AI foundation models. Adams unveils Magic Layers, a new feature in public beta that uses Canva's proprietary design model to decompose any flat image into editable components — text, imagery and individual elements — solving a persistent frustration where AI-gener...Read more
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How does Canva’s new Magic Layers feature work, and why does the company believe it will help accelerate Canva’s growth given limitations of current AI outputs?add
Is the new Canva feature available now (in public beta), and will it let users upload any PNG/JPEG (including AI-generated or old files) from their drives to edit and localize the text for different markets?add
How have recent AI acquisitions, model integrations, and partnerships transformed Canva’s product positioning, capabilities, and business (including metrics, workflows/agents, and the platform vs. tool strategy)?add