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

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Where to find Tom Chavez:

LinkedIn: https://www.linkedin.com/in/tommychavez/

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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