The Information's TITV
00:24:25 · Joelle Pineau, Akash Pasricha
[00:24:25] S3: I will leave it to my CFO to decide when he wants to share the numbers, but definitely, you know, more than half of that and and well on our way to the target and and and a lot of interest, frankly, in terms of people who are seeing the value in Sovereign AI, seeing the value in giving customers autonomy over how their technology is built, where it's deployed, where the data is stored, really resonates really well with investors. So we just want to be a little bit more out there in terms of how we're doing and progressing and what's our what's our target. And also really gives us an opportunity to talk about what we want to build with those investments. [00:25:02] S0: So talk about that to them. What do you want to build? Because you spotlighted... I mean, the product roadmap is one thing, but you said invest in long term compute infrastructure, which is kind of interesting because Sovereign AI, I mean, part of the value prop for you guys is that they're running it on their own systems. So what exactly is the compute infrastructure that you want to build?
00:25:02 · Akash Pasricha, Joelle Pineau
[00:25:02] S0: So talk about that to them. What do you want to build? Because you spotlighted... I mean, the product roadmap is one thing, but you said invest in long term compute infrastructure, which is kind of interesting because Sovereign AI, I mean, part of the value prop for you guys is that they're running it on their own systems. So what exactly is the compute infrastructure that you want to build? [00:25:23] S3: First and foremost, we're really committed to our modeling roadmap, the ability to build frontier models. And in some cases, it's very specific capabilities. In the past, we've focused on multilingual capabilities. Now we have a lot of efforts around cybersecurity space as well as enterprise use cases, which can be quite different from some of the consumer AI. And so a lot of that infrastructure, obviously, to continue to have a really ambitious roadmap in terms of training larger models, generic synthetic data to train those models. But there's also definitely an appetite as AI grows to adopt our solutions for small medium businesses who may want to lean on us for compute and also, you know, to provide a greater number of inference solutions. So those are some of the things that will certainly come into the picture as we go. Right now, we've shared actually is our commitment to build some of that compute in Canada, which is part of the government of Canada's involvement in this funding round.
00:25:23 · Joelle Pineau, Akash Pasricha
[00:25:23] S3: First and foremost, we're really committed to our modeling roadmap, the ability to build frontier models. And in some cases, it's very specific capabilities. In the past, we've focused on multilingual capabilities. Now we have a lot of efforts around cybersecurity space as well as enterprise use cases, which can be quite different from some of the consumer AI. And so a lot of that infrastructure, obviously, to continue to have a really ambitious roadmap in terms of training larger models, generic synthetic data to train those models. But there's also definitely an appetite as AI grows to adopt our solutions for small medium businesses who may want to lean on us for compute and also, you know, to provide a greater number of inference solutions. So those are some of the things that will certainly come into the picture as we go. Right now, we've shared actually is our commitment to build some of that compute in Canada, which is part of the government of Canada's involvement in this funding round. [00:26:30] S0: So tell me about your outlook then on the many different options for chips that you have available to you that are coming online? I'm sure you're using NVIDIA. Are you using chips other than NVIDIA?
00:26:30 · Akash Pasricha, Joelle Pineau
[00:26:30] S0: So tell me about your outlook then on the many different options for chips that you have available to you that are coming online? I'm sure you're using NVIDIA. Are you using chips other than NVIDIA? [00:26:46] S3: We are definitely using NVIDIA chip. I would say that's the bulk of it. We've also had some really good results working with AMD chips. And beyond that, I would say a lot of what we're doing is looking at the possibilities. We've, you know, we've considered using TPUs and others in the past. And so we're always, you know, for us, it's really about benchmarking the performance of that. Between training and inference, the needs can be a little bit different also. And then we increasingly are generating more and more synthetic environments, synthetic data. And so that in some cases opens up the possibilities. [00:27:19] S0: What about some of these smaller inference focused chips, you know, SambaNova, Cerebras, d-Matrix, you're talking to any of them? [00:27:27] S3: We are definitely talking to them. I wouldn't say we have huge amount of our workflows on them right now, but we are talking to them or keeping an eye on what's going on over there, definitely. [00:27:38] S0: Right. And, I mean, you talked about the growth of the company as well in the announcement. So where is the run rate at right now for the company?
00:27:38 · Akash Pasricha, Joelle Pineau, Ken Gawrelski, Nikhil Raghuveera
[00:27:38] S0: Right. And, I mean, you talked about the growth of the company as well in the announcement. So where is the run rate at right now for the company? [00:27:47] S3: I mean, the the company in terms of, you know, how we're we're growing is is very much focused on our global strategy and in terms of integrating our new acquisitions, alafalfa, great partnership with with German company. Also, few smaller companies recently announced Aisle as a new partner for Cohere based in Prague, expertise in cybersecurity, Reliant AI, which had an expertise pharma. And so a lot of the growth in the last few months is about broadening either in terms of like the global markets we are going to go after in the case of our partnership with alafalfa, but also specific industry verticals, domains where we think there's a lot of appetite for the work that we're doing. [00:28:38] S2: Right. [00:28:38] S3: In the next case, you know, financial services, pharma, cybersecurity being really top of mind for us. [00:28:44] S0: I'm just trying to get a sense for for the the multiple here on 5,000,000,000. What is the revenue right now for the company? [00:28:52] S3: I mean, we should get our our CFO Francois here online with you to give you all the numbers. I I [00:28:58] S4: I would love
00:28:58 · Nikhil Raghuveera, Joelle Pineau, Akash Pasricha
[00:28:58] S4: I would love [00:28:58] S3: to. I mean, is... Is the latest ones. All I say is, you know, like, quarter over quarter, and we just closed our q three. We've been meeting our we've been meeting our objectives. We've have a really healthy revenue stream and and and talking to lots of other prospective customers. And so I'm not worried per se in terms of our ability to meet our revenue objectives in the coming year. [00:29:21] S0: Right, right. Hey, so kind of a fun moment for all AI labs around the world to see the Anthropic S1 come out. I'm sure you poured over it like we all did. Tell me about what surprised you there and what implications you felt like it had for your business as you build it. [00:29:44] S3: Yeah. There's a lot of information in there, and certainly it it's [00:29:47] S0: 400 pages. Compared