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▶ 109:11 · $DECART · Decart CEO claims 5-8x inference efficiency across Nvidia, TPU, Trainium chips
episode briefing
TBPN

Leopold's 13F, Mike Isaac Joins, Data Center Fixes, Shein Buys Everlane, Falling Birth Rates

2026-05-18 · 2 company · 8 thematic
sentiment
2 bull0 bear0 neu
speakers
rowan

CEO of Redis (Reddus), leading open-source in-memory data structure store; pivoting to flash-backed agent context engine for AI.

dean

CEO of Decart, building real-time video world models (Lucy, Oasis) and cross-chip inference optimization stack (DOSS) for AI.

quote
“And right now that is a bottleneck. Yeah. H how how tightly linked are the different products? Because when I think of uh Lucy real-time interactive video world models, I think like optimization there is what you're a good at, but also inc…”
—dean
now playing · $DECART
$REDISbullish· high· posrowan
Redis CEO sees AI agents driving massive demand for in-memory context engine
AI agents will create orders of magnitude more load on backend data systems, requiring a scaling layer like Redis to cache and serve context efficiently; new product Iris and agen…
$DECARTbullish· high· posdean
Decart CEO claims 5-8x inference efficiency across Nvidia, TPU, Trainium chips
Inference optimization stack (DOSS) enables running models 5-8x more performant on major chips, critical due to chip supply constraints through 2028; supports real-time video worl…