This episode features Jason Warner, the chief technology officer of Poolside, speaking at the NYSE Wired: Mixture of Experts - Redpanda Series. The episode delves into the nuances of frontier foundational AI, particularly its application in enterprise and knowledge work sectors. Hosted by theCUBE Research with insights from the video hosts, the episode explores Poolside's mission and recent collaborations, providing a rich exploration of the evolving AI landscape.
Warner discusses Poolside's focus on developing AI solutions tailored for complex enterprise tasks. With a background as the chief technology officer of GitHub, they bring significant expertise to the conversation. Warner elaborates on Poolside's approach to ensuring secure and efficient AI integration within enterprises. The discussion also highlights Poolside's partnership with Redpanda, emphasizing their role in enhancing enterprise security and data protection.
Key insights include Warner's emphasis on AI's role as crucial future infrastructure, comparable to the evolution seen in cloud technology. According to Warner, collaborations such as that of Poolside and Redpanda ensure that enterprises can safely and effectively harness AI's capabilities. An exciting showcase of anti-money laundering applications is also mentioned as part of the series' demonstrations, indicating diverse uses for AI in enterprise contexts.
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Jason Warner, Poolside
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.
