Osvald Nitski is the Chief Product Officer at Mercor, the AI-training and expert-data marketplace powering frontier-model development. Mercor last raised a $350 million Series C at a $10 billion valuation, and is reportedly in discussions for a new round at a $20 billion valuation. Mercor crossed $2BN in ARR in June; doubling from $1 billion in only four months.

AGENDA:

00:04:00 Will open-source models kill the data-provider business?

00:07:00 Are enterprises still terrified of working with frontier model companies?

00:09:00 Does every company end up with its own specialised AI model?

00:10:00 Do enterprises actually have an AI ROI problem?

00:11:00 How should founders balance AI performance against exploding token bills?

00:14:00 Does AI mean product teams build 10x more—or ruthlessly simplify?

00:15:00 What does it now take to be a great product manager in an AI-native world?

00:20:00 Is the boom in AI services and forward-deployed engineers here to stay?

00:37:00 Can Mercor escape its dependence on a handful of frontier-model customers?

00:47:00 Are AI-generated code and agents creating a cybersecurity arms race?

00:56:00 When will robotics have its real "ChatGPT moment"?