Antonio Gracias, a prominent investor from Valor Capital with a track record in SpaceX and Tesla, joins Liran Zvibel, CEO of Weka, which specializes in data management for AI. They dive into Weka’s impressive product market fit and discuss transformative energy solutions for future data centers. The conversation highlights innovative applications in high-performance computing that enhance GPU utilization, and explores the unique strategies investors use to secure stakes in such promising technology. The chat is packed with insights into the future of both tech and investment.

Liran Zvibel, the founder and CEO of Weka, shares insights from his journey in deep tech, having transitioned from a failed startup to a $1.6B valuation. He discusses the challenges of building enterprise software, especially in securing commitments before product readiness. Liran emphasizes the importance of strategic investors in navigating early revenue struggles. He reveals how Weka achieved impressive growth in ARR, despite fierce competition from free alternatives, highlighting essential lessons on product-market fit and pricing strategies.