Roman Chernin

speaker

1,558 appearances 3 recordings 3 series first heard May 2026 last heard 7 Jun

Roman Chernin’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin · 7 Jun 2026 podcast

So still, if the first layer speaks in megawatts, literally, like if you read announcements, someone signed a large deal with someone like Meta or Microsoft or OpenAI, people speak megawatts there.

So it's like you deliver the megawatts of compute.

Then when you speak about this managed cloud, people speak GPU hours, because this is the key unit you sell, the efficient hours you can spend on compute with storage, with complimentary services, but you still buy managed but compute.

Then the next layer that we working is managed inference.

When people don't want to go in terms of GPU hours, they don't want to figure out B200s against H200s against B300s, what is better for a particular workload.

They don't want to manage the VLLM or SGLAN, deploy themselves, do all the optimizations.

And here, our product called Nebio Stocking Factory.

This is a managed inference platform.

And again, this is the new type of the customers, mostly people who we call them vertical AI companies or enterprises.

So people who actually build products, they don't do models.

They build products on top of them.

And this is to your point of specialized and open source models when they need to shift from entropic, for example, or diversify the models they use for that.

So again, this is the new primitive that we provide or the new kind of new entity that customers need.

Now we speak in tokens.

It's not you pay for GPRs, you consume tokens and you can build your applications, not thinking in terms of the clusters underneath.

And this is where we sit now.

But it's also, I think, not the final stage of where we're going.

Because now people build agentic applications, agentic workflows.

And when you build end-to-end agent, you may not even think in terms of the particular model.

And you may not think in terms of particular number of tokens that you want to generate.

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