Steve Lucas

speaker

213 appearances 1 recordings 1 series first heard Jul 2026 last heard 12 Jul

Steve Lucas’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 — 1 in all, peaking in Jul 2026 with 1.

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That's the one company that seems to be making a ton of money.

There's a lot of other companies that are, that have proven they can build amazing models and lose extraordinary amounts of money.

Now I am an AI protagonist.

I'm a big believer in it.

And I think the potential for AI is extraordinary.

And I think companies should be experimenting right now.

I think trying and failing is a critical part of success.

So I believe all those things, but the next wave.

of companies that will be, I think, AI beneficiaries.

I mean, certainly, I believe our company's one, simply because we are critical AI infrastructure.

We enable organizations to connect to their data, radically improve the quality of it, and deliver it securely to models and AI agents.

That matters.

But take a look at organizations like Snowflake, Databricks, Datadog.

These organizations, they all center around

The notion of data and they're showing massive benefit.

Their market caps are up.

Their growth is up.

And a lot of it has to do with they provide critical AI infrastructure and for business in particular.

I think we've seen the vast majority of financial impact right now at the consumer level.

And I think this next wave is going to be enterprise AI for B2B.

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