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▶ 51:54 · AI Bubble / Capex Debate · AI bubble is the largest in history and still has significant room to run
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The AI ​​They Want in Silicon Valley | MAISA | David Villalón

2025-10-09 · 5 company · 5 thematic
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4 bull1 bear0 neu
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david villalón

Spanish entrepreneur who started his first company at 17 (collaborative writing platform Walnov), backed by Plug and Play. Studied computer engineering at UPM. Co-founded MAISA in January 2024 with Manu Romero after working on foundational models at Clibrain. Raised $30M in 20 months from NFX, Village Global, and others. Built KPU (Knowledge Processing Unit) technology that enables auditable AI reasoning.

episode shorts · 1

Does AI know everything? What about our capacity to learn? 🤖 #…

now playing · AI Bubble / Capex Debate
Frontier AI Modelstailwindscore 8/10david villalón
Foundational model layer is commoditizing; durable value lies in orchestration and verticalization
The 'play' in foundational models is already played; the next layer is model-agnostic orchestration (KPU) that solves reasoning, auditability, and enterprise integration, with the option to…
AI Infrastructuretailwindscore 8/10david villalón
Knowledge Processing Unit (KPU) emerges as new compute primitive for verifiable reasoning
Instead of prompting models for answers, KPU uses models to write atomic code steps that execute against verified data sources, making reasoning traceable, repeatable, and auditable — a fun…
AI Safety & Alignmenttailwindscore 9/10david villalón
Accountability and traceability are prerequisites for enterprise AI adoption
Current LLMs hallucinate silently and provide unverifiable reasoning traces; MAISA's KPU forces models to write and execute atomic code steps, creating a full natural-language audit trail s…
AI Agentstailwindscore 9/10david villalón
Auditable digital workers will replace admin tasks in regulated industries within 2 years
Regulated enterprises (banking, energy) cannot compete in the instant-gratification economy because human processes introduce latency; auditable AI workers that reason via code execution (K…
AI Bubble / Capex Debatemixedscore 8/10david villalón
AI bubble is the largest in history and still has significant room to run
Valuations are driven by massive liquidity and FOMO — investors must enter early or miss the compounding value creation; the bubble will likely grow much larger before any correction becaus…