Building an AI+Data Startup Studio | Tom Chavez, cofounder of super{set}

Tom Chavez is the cofounder of super{set}, a startup studio that founds, funds, and builds data and AI startups. Prior to this, he was the CEO and co-founder of Krux, a martech platform acquired by Salesforce in 2016. Before Krux, he was the CEO and co-founder of Rapt, a provider of software for media monetization acquired by Microsoft in 2008. He went to Harvard for undergrad and Stanford for his PhD. Tom"s favorite book: The Three Musketeers (Author: Alexandre Dumas) (00:01) Origin Story and Starting Superset (02:58) How Superset Evaluates Ideas and Risk (06:24) What Is a Venture Studio and How Superset Works (10:49) Underfunded Layers in AI Infrastructure (14:55) Orchestration Opportunities in LLM Workflows (15:49) The Future of Data Infra and ETL in the AI Era (20:46) Code Infra: Code Quality and AI-Generated Software (24:55) Model Infra, MLOps, and Why It’s Underwhelming (27:22) Cloud Economics and Gross Margins in AI Companies (32:15) Early Team Structure in AI Infra Startups (34:49) Full Stack vs Composable Infra in AI (37:52) Fragmentation vs Consolidation in AI Tooling (41:02) Where Moats Will Accumulate: Data In, AI, Data Out (45:10) Biggest Challenge in Building Superset (46:23) Rapid Fire Round -------- Where to find Tom Chavez:  LinkedIn: https://www.linkedin.com/in/tommychavez/ -------- Where to find Prateek Joshi:  Newsletter: https://prateekjoshi.substack.com  Website: https://prateekj.com  LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19  X: https://x.com/prateekvjoshi