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 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.
Appearances
because you have so many customers on this market that you can balance between and again to the point of four layers of the product you can sell bare metal you can sell managed customers managed infrastructure you can sell inference and maybe in the future you can sell new layers of product and
I think what we try to do is to build quite a diversified portfolio of customers.
We believe that the higher stack we move, the more value potentially we can create for the customers.
And actually, the higher stack we move, the bigger population of the customers we can serve.
Because again, like on bare metal level, you have maybe a dozen of the customers in the world that you can work with.
On managed infrastructure, there are
hundreds, on inference, there are thousands, on a GenTik, there will be tens of thousands of new developers that build it, right?
It's a great question.
And I would say it's a main question of our business.
I mean, not Nebios even, but the product category.
And we always told it publicly and to our investors and to our customers that we believe that long-term strategy of Nebios is to serve as much diversified portfolio as possible.
So we do the best to have
many customers that we work with, we build the platform.
In reality, again, to serve a dozen of the customers of the world on the level of Meta and Microsoft, which are super advanced and they have their entire software stack, they literally need only physical infrastructure.
They bring everything they have deployed on your infrastructure and run, right?
You have a tiny, tiny additional value that you can provide them above physical infrastructure.
By the way, to satisfy them with what they need on physical infrastructure is quite a challenge because you can imagine they are quite demanding and they need the most scaled infrastructure in the world that exists.
So sometimes people say it's commodity, but it's not really commodity on that scale, like nothing commodity when it comes to the real scale.
But again, to your point, this is quite a small population of the customers that you can work with and you're not necessarily need all the full stack
software to work with them.
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