S4 | E7 | Why Data, Not Models, Will Decide the Winners - Sandeep Chinchali (Poseidon)

Today’s guest is Sandeep Chinchali, Chief Scientist at Poseidon, a company building the data layer AI actually needs to improve.

While most of the industry obsesses over bigger models and more compute, Poseidon is tackling the real bottleneck: access to rare, high-quality, IP-safe data that can’t be scraped, copied, or faked.

With billions being poured into data centres and revenue growth starting to slow across parts of the AI ecosystem, are we heading for an industry shake-out?

In this episode, we unpack:

• Why more leaders believe the future of AI won’t live solely in hyperscale data centres

• Whether the cloud-only AI model is starting to fracture

• What “edge AI” actually means for real businesses

• Why data quality and trust now matter more than raw volume

• Why scraped internet data is no longer enough

• What executives should truly be paying attention to over the next 3–5 years

• What will separate AI winners from the hype

This is a must-listen for founders, investors, operators, and anyone trying to understand where AI is really heading next.