In this interview from the theCUBE + NYSE Wired: Mixture of Experts series, Teresa Carlson, president and founder of General Catalyst Institute, joins theCUBE’s John Furrier to discuss the critical intersection of public policy, capital markets and rapid technology transformation. Drawing on her experience pioneering cloud adoption in the public sector at AWS, Carlson details her new mission to foster robust public-private partnerships that help startups navigate complex regulatory environments. The conversation highlights the urgency of maintaining U.S. leadership in AI as a matter of national security and economic sovereignty, particularly in the face of competitive pressure from China’s rapid manufacturing and technological advancements.
Carlson and Furrier also explore the shifting geopolitical landscape of compute, identifying the Middle East, alongside the U.S. and China, as a potential third major node for AI infrastructure. The discussion delves into the massive capital expenditures currently defining the AI market, framing the investment as essential for "accelerated enablement" and long-term resilience rather than immediate ROI. Additionally, Carlson outlines the Institute's role in guiding governments through modernization in sectors like defense, healthcare and energy, while emphasizing the critical need for new educational curricula to bridge the widening skills gap between human intelligence and AI capabilities.
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Teresa Carlson, General Catalyst Institute
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.
Vice President, Worldwide Public Sector & IndustriesAmazon
In this interview from the theCUBE + NYSE Wired: Mixture of Experts series, Teresa Carlson, president and founder of General Catalyst Institute, joins theCUBE’s John Furrier to discuss the critical intersection of public policy, capital markets and rapid technology transformation. Drawing on her experience pioneering cloud adoption in the public sector at AWS, Carlson details her new mission to foster robust public-private partnerships that help startups navigate complex regulatory environments. The conversation highlights the urgency of maintaining U.S. lead...Read more
