5 Year Frontier

Daniel Darling
5 Year Frontier

Fast forward 5 years to view the future of an industry through the eyes of its most innovative entrepreneurs and CEOs. Learn what key industries could look like in 5 years. Witness the evolution through the eyes of leading CEOs. Discover who gets disrupted and who wins big. Hear of mind blowing technology set to reinvent all the rules. Reshape your mental model to thrive in the change ahead. Delivered as short (~30 mins), insight-packed discussions, that will spark imagination and leave listeners with a preview of what lies ahead.

  1. #33: Autonomous Cars And Robots, Leapfrogging Tesla, Real World Models, AI Training Simulators, and the Future of Autonomy w/ Helm.ai CEO Vlad Voroninski

    MAR 18

    #33: Autonomous Cars And Robots, Leapfrogging Tesla, Real World Models, AI Training Simulators, and the Future of Autonomy w/ Helm.ai CEO Vlad Voroninski

    The future of autonomous driving and robotics. We cover simulating physical environments, helping car makers leapfrog Tesla, real world AI models, the economics of self driving cars, autonomous mines, and the future of autonomy. Vlad Voroninski is CEO and co-founder of Helm.ai. An early pioneer in training AI for autonomous cars, robotics, and aviation, Vlad has been instrumental in shifting the industry toward advanced simulation and synthetic data—a radical alternative to the traditional reliance on large-scale, manually labeled training sets. Helm.ai has raised over $100M from top investors, including Freeman Group and Goodyear Ventures, and works with major automakers like Honda and Volkswagen. Vlad Voroninski, Helm.ai's co-founder and CEO is a UC Berkeley PhD, former MIT instructor, and author of 20+ research papers on machine learning. He has been at the forefront of unsupervised learning—an approach he believes will define the future of AI. Before founding Helm.ai, Vlad was Chief Scientist at Sift Security, a machine learning cybersecurity startup that was later acquired by Netskope in 2018. After that, he set out to build Helm.ai, rethinking how AI can be trained for autonomous systems. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vc See omnystudio.com/listener for privacy information.

    25 min
  2. #31: Unlocking 90% of Data, AI Bottlenecks, DeepSeek vs. Stargate, Precision Forecasting, and the Future of Data Processing w/ Voltron Data CEO Craig Dunham

    FEB 18

    #31: Unlocking 90% of Data, AI Bottlenecks, DeepSeek vs. Stargate, Precision Forecasting, and the Future of Data Processing w/ Voltron Data CEO Craig Dunham

    The future of data infrastructure. We cover the explosion in compute demand, the petabytes of untapped enterprise data, energy-efficient GPUs, DeepSeek, the $500B Stargate project, and how AI is transforming data processing. Craig Dunham is CEO of Voltron Data, a company at the forefront of accelerating data processing for AI, analytics, and enterprise-scale workloads. Voltron provides the infrastructure necessary to handle enormous amounts of data — transforming bottlenecks into breakthroughs. By championing open-source frameworks like Apache Arrow, Voltron is building the connective tissue that allows businesses to process data at orders-of-magnitude speed and efficiency, reshaping industries from finance to healthcare to national security — partnering with the likes of Snowflake and Meta. Voltron have established themselves as a key part of the AI infrastructure stack and have raised a total of $110M from the likes of Coatue, LightSpeed, Google Ventures and BlackRock. With a deep background in scaling data infrastructure businesses, Craig is Voltron’s CEO. Before Voltron Data, Craig was the CEO of Lumar, a leading SaaS technical SEO platform. Prior to that, he held significant roles including General Manager at Guild Education and Seismic, where he led the integration of Seismic’s acquisition of The Savo Group and drove go-to-market strategies in the financial services sector. Craig began his career in investment banking with Citi and Lehman Brothers before transitioning into technology. He holds an MBA from Northwestern University’s Kellogg School of Management Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vc See omnystudio.com/listener for privacy information.

    28 min
  3. #30: DeepSeek Deployed, How Open Source Wins, The Small Model Revolution, AI Infrastructure Wars, and the Future of AI w/ Fireworks AI CEO Lin Qiao

    FEB 4

    #30: DeepSeek Deployed, How Open Source Wins, The Small Model Revolution, AI Infrastructure Wars, and the Future of AI w/ Fireworks AI CEO Lin Qiao

    The future of AI infrastructure. We cover Open Source supremacy, DeepSeek disruption, building small expert models, and staying ahead of the blazing pace of AI innovation. Lin Qiao is the CEO and co-founder of Fireworks AI, a company pioneering scalable AI infrastructure to help businesses build, customize, and deploy AI models and applications with speed and efficiency. Fireworks provides seamless access to over 100 AI models, including those from OpenAI, DeepSeek, and other leading providers, making enterprise AI adoption faster and more flexible. Founded in 2022, Fireworks AI has already gained high-profile customers such as DoorDash, Verizon, and Upwork. Backed by Sequoia, the company has raised $77 million to date and is currently valued at $550 million. Lin brings a wealth of experience in AI infrastructure and engineering leadership. She has held key technical roles at IBM and LinkedIn, but is best known for her tenure at Meta, where she led a team of 300+ world-class engineers in AI frameworks and platforms. She played a pivotal role in scaling PyTorch, deploying it across Facebook’s global data centers and billions of devices, cementing it as one of the most widely used open-source AI frameworks today. Lin holds a Ph.D. in Computer Science from UC Santa Barbara and a Master’s in Computer Science from Fudan University in China. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vc See omnystudio.com/listener for privacy information.

    28 min
  4. #27: Industrial Robots, Smart Infrastructure, Predictive Maintenance, Reinforcing America’s $5T Backbone, and the Future of Robotics w/ Gecko Robotics Co-founder Troy Demmer

    11/12/2024

    #27: Industrial Robots, Smart Infrastructure, Predictive Maintenance, Reinforcing America’s $5T Backbone, and the Future of Robotics w/ Gecko Robotics Co-founder Troy Demmer

    The future of industrial robotics. In it we cover turning the physical world into data, robots that climb, fly, swim, AI’s ability to predict failures, and America’s $5T aging infrastructure problem. Troy Demmer is Co-founder of Gecko Robotics, who use a fleet of advanced robots and AI software to help government and heavy industry maintain and manage their critical infrastructure. From navy vessels to power plants to dams, Gecko collects data on and delivers insights across over 500,000 of the worlds most important and critical infrastructure. It has developed a digital layer of intelligence over the built world to improve performance, prevent breakage and failures, and increasingly predict how an asset will behave in the future. The company has raised over $220M from top investors including Founders Fund and US Innovative Technology Fund. Gecko’s co-founder and Chief Product Officer is Troy Demmer. A graduate from Carnegie Mellon University, Troy was previously in the healthcare industry working at the University of Pittsburgh Medical Center before launching his first startup 360Showings, which 3D rendered homes for the real estate market. Along with his work at Gecko Troy also runs his own venture firm, First Order Fund, which invests in early stage startups building moats using data. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vc See omnystudio.com/listener for privacy information.

    23 min

    Ratings & Reviews

    5
    out of 5
    7 Ratings

    About

    Fast forward 5 years to view the future of an industry through the eyes of its most innovative entrepreneurs and CEOs. Learn what key industries could look like in 5 years. Witness the evolution through the eyes of leading CEOs. Discover who gets disrupted and who wins big. Hear of mind blowing technology set to reinvent all the rules. Reshape your mental model to thrive in the change ahead. Delivered as short (~30 mins), insight-packed discussions, that will spark imagination and leave listeners with a preview of what lies ahead.

    You Might Also Like

    Content Restricted

    This episode can’t be played on the web in your country or region.

    To listen to explicit episodes, sign in.

    Stay up to date with this show

    Sign in or sign up to follow shows, save episodes, and get the latest updates.

    Select a country or region

    Africa, Middle East, and India

    Asia Pacific

    Europe

    Latin America and the Caribbean

    The United States and Canada