『AI After Dark』のカバーアート

AI After Dark

AI After Dark

著者: Alex Gras
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

AI After Dark is a podcast hosted by Alex Gras, venture capitalist at Mercury, focused on how real companies are built once the hype fades and the hard decisions begin. Through candid conversations with founders, CTOs, and operators, the show cuts through buzzwords to talk about people, systems, risk, and the trade-offs that actually matter. Alex brings a background as an operator, founder, and revenue leader, with a belief that technology matters, but people come first. This podcast is for builders who care less about trends and more about what lasts.2025 Digital Wildcatters, Inc 経済学
エピソード
  • Bowden Kelly from Nutiliti
    2026/03/24

    Bowden Kelly from Nutiliti joins Alex on AI After Dark to explain why being a fast follower beats bleeding-edge adoption, particularly when your customers just want accurate utility bills paid on time and don't care about your tech stack. He breaks down why AI native companies often confuse magic demos with production reality, why replacing his entire engineering team with agents would be insane, and how the paradigm shift isn't about chat interfaces but building artifacts that make high school interns into experienced employees. The conversation reveals why Nutiliti spent years building PDF parsers only to discover LLMs weren't good enough yet, his controversial take that the agentic AI wave is overhyped, and how the hiring equation is flipping from one PM managing ten engineers to five PMs with two engineers because code execution is getting commoditized while business reasoning stays expensive.

    Click here to watch a video of this episode.

    Join the conversation shaping the future of energy.
    Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
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    Click here to view the episode transcript.

    00:00 Fast follower versus bleeding edge adoption philosophy
    07:38 Paradigm shifts from blockchain to mobile to AI
    13:29 Tech debt concerns and why Google engineer stories mislead
    21:10 Cloud Code improvements and managing context windows
    28:04 MCP servers and the actual problem of data access
    34:47 Why non-technical users aren't ready for AI interfaces
    39:07 Building artifacts versus executing tasks as organizational design
    46:17 High school intern analogy for training agentic AI
    51:18 Controversial take on AI being overhyped despite being valuable
    55:02 Hiring shift from programmers to business-minded builders
    01;06;05 Fundraising strategy for non-unicorn companies
    01;08;05 Why companies force AI into products for the story

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    1 時間 16 分
  • Matt Robillard from SmartAC
    2026/03/10

    Matt Robillard from SmartAC joins Alex on AI After Dark to explain why he walked into a company with product-market fit but antiquated tech stack and immediately started rewriting everything with AI at its core. He breaks down the difference between horizontal process automation that Service Titan can eventually replicate versus vertical intelligence modeling the actual thermodynamics of HVAC systems that nobody else can touch, why clean energy is magical thinking constrained by the Shockley-Queisser limit and Betz limit, and how hiring the best AI talent in HVAC meant recruiting from SpaceX, Databricks and Perplexity by selling real-world impact over another CRM with AI slapped on. The conversation reveals why OEMs surprisingly embrace their solution instead of fearing disruption, his controversial take that LLMs are stochastic parrots not true intelligence, and how the marginal cost of code going to zero is pure hype when production systems at scale still require senior engineers who deeply understand customer pain points.

    Click here to watch a video of this episode.

    Join the conversation shaping the future of energy.
    Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
    Apply today at collide.io


    Click here to view the episode transcript.

    00:00 CES takeaways and hardware semiconductor relationships
    01:53 Joining SmartAC post product-market fit with legacy tech
    07:15 Data platform challenges and ML model development
    12:14 Vertical AI defensibility versus horizontal automation
    18:26 Alignment with Josh and commercial-product pairing
    24:17 Replatforming effort and organizational design overhaul
    29:27 Recruiting top AI talent from SpaceX and Databricks
    36:03 Development velocity changes and junior engineer growth
    41:01 AGI possibility and stochastic parrots debate
    48:21 Controversial clean energy physics constraints opinion
    56:42 Smart home promises and Tesla-style behavioral nudges
    01;01;10 VC organizational design mistakes over two years
    01;05;13 Who else should be on AI After Dark

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    https://www.linkedin.com/company/collide-digital-wildcatters

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    1 時間 5 分
  • Akhil Mantripragada from Pie
    2026/02/24

    Akhil Mantripragada from Pie joins Alex on AI After Dark to trace his journey from coding without a computer in eighth grade India to building a $100M+ revenue AI-native marketing platform for SMBs. He shares how changing seven schools growing up forced him to become adaptable, why he spent hours writing multiple code versions on paper with only one hour per week at a computer lab, and how selling his first ed-tech company to UTSA funded grad school at Columbia. The conversation reveals why Pi's first three hires were designers instead of engineers, his controversial belief that chat is the "lousiest way to interact with AI," and how meeting users where they're at - not where you want them to be - became the core design philosophy that lets three engineers do what used to take thirty. Plus, the framework for building modular systems where perfection lies in the architecture's inputs and outputs, not the code inside the black box.

    Click here to watch a video of this episode.


    Join the conversation shaping the future of energy.
    Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
    Apply today at collide.io


    Click here to view the episode transcript.

    00:00 Growing up moving between seven schools in India
    01:39 Learning to code without a computer access
    07:13 Starting an events management company as an introvert
    12:18 The arrogance and humility combination that drives builders
    15:12 First website job at UTSA and learning by doing
    18:01 Building quantitative literacy tracking system for professors
    24:17 Why school being too easy created entrepreneurial opportunities
    26:45 Columbia grad school and starting Edu Link collaboration tool
    35:14 The two acquisition experiences and MIT licensing lessons
    40:56 Blockchain land registry in India and creator platform experiments
    43:35 Why education will become skill-based not credit-based
    46:15 Joining Toast's New Ventures program and building benchmarking
    56:07 Recruiting A-players through bias for action and ownership
    01;02;40 Why Pi hired three designers before the first engineer
    01;06;54 Meeting users where they're at versus forcing chat interfaces
    01;12;48 The black box modularity philosophy for AI-native startups

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    1 時間 17 分
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