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BEP Research Founder & CEO Ben Pouladian says investors need to change how they think about the AI market: "Things are moving at exponential rates." "If you're in the mindset of looking at a spreadsheet and you're a linear thinker, it's hard to grasp how are these things growing so fast?" "You have to have a holistic view of all these things together to really understand how these things work." "You have to be able to think in exponentials. That's like a skill in itself for a lot of investors."

After building and selling a VC-backed company for nearly $200M, Superwhisper Founder Neil C. says you don't need a massive team to build great software anymore: "I've done the VC-backed thing. My first company just got acquired for just under $200M." "10 years CTO, co-founder. I've done the path." "I don't think you need massive teams to build great software." "If you can convince six good people to come and build with you, for this product category, that's all you need."

Klarna CMO David Sandstrom says one of the company's US growth strategies was teaming up with RuPaul's Drag Race to target tightly-knit communities: "Instead of thinking about going after the US, which is an insane first hill to climb, go after a zip code or a community or something smaller." "We pinpointed subcultures that we felt fitted and needed our proposition." "We teamed up with RuPaul's Drag Race and did a campaign called Shop Like a Queen." "We expanded that into gamers."

BEP Research Founder & CEO Ben Pouladian says Nvidia GPUs are becoming a new kind of financial asset, comparing their value to that of a Boeing aircraft: "These chips or these GPUs that Nvidia makes, they're so unique but so well used and fungible around the whole ecosystem." "It's almost like the equivalent of a Boeing airplane." "This creates a liquid marketplace for compute as an asset."

After raising a $30.5M Series A, Silicon Data CEO Carmen Li says compute could become the world's largest asset class within a decade: "I think within 10 years, really." "Look, we're talking about $300 billion annual spend last year, and this year is trillion." "I think it's going to grow very, very quickly." "For enterprise, it's really adoption using GPUs. That's where you see true adoption start occurring."

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BREAKING: Klarna CMO David Sandstrom joins Luke and Ronan in The Arena at 2:30PM BST today.

BREAKING: He's back. BEP Research Founder Ben Pouladian joins the boys on the show at 2:00PM BST today.