Ajey Gore, former Group CTO of Gojek, reveals why AI doesn't replace builders — it amplifies them. In this episode of The Generalists, Ajey breaks down why generalists will outperform specialists in an AI-first world, the rise of AI coding agents, and the dangerous trap of "vibe coding" without engineering fundamentals.

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Drawing from his experience scaling Gojek through hypergrowth and advising startups as Operating Partner (Technology) at Peak XV Partners, Ajey explains why the next generation of builders needs product sense, business fluency, and AI literacy — not narrow specialization. He also shares why complacency is becoming the biggest career risk, how Southeast Asian founders can build global products, and why building intuition may be the single most important skill in the age of AI.

The conversation covers Ajey's current focus on family, self-discovery, mental health initiatives, and opensource projects — a rare, candid look at what comes after leading one of Southeast Asia's most iconic engineering organizations.

🔔 Listen & Subscribe

• YouTube: https://www.youtube.com/@TheGeneralistsPodcast

• Spotify: https://open.spotify.com/show/2apfGY403NGr1EyTNkJfG4

• Apple Podcasts: https://podcasts.apple.com/sg/podcast/the-generalists/id1764435934

🔥 Watch Our Other Videos:

https://www.youtube.com/watch?v=Tf_dknB50qM

https://www.youtube.com/watch?v=8eitqzpiqUs

https://www.youtube.com/watch?v=ZJDZg3mr684

https://www.youtube.com/watch?v=0H24ck-is5Y

https://www.youtube.com/watch?v=SW2bxHjUl-Y

https://www.youtube.com/watch?v=tzdzT_L8zAw

👤👤 Hosts

• Michael Smith: linkedin.com/in/smittysgp

• Raz Kotler: linkedin.com/in/razkotler

👤 Guest

• Ajey Gore: linkedin.com/in/ajeygore | ajeygore.in

📚 Resources

• Peak XV Partners: peakxv.com

• Gojek: gojek.com

• NUS Enterprise: enterprise.nus.edu.sg

• Hello Ally: helloally.io

• Claw Station: clawstation.ai

#Generalist #AI #Gojek

Val Bercovici, Chief AI Officer at WEKA, breaks down agentic AI, AI infrastructure, and why DeepSeek changed the economics of artificial intelligence. If you're building in AI, the bottleneck isn't compute anymore — it's memory.

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In this episode, Val explains why AI is not a bubble despite the capital flood, how agentic systems differ from chatbots, and why KV cache has become the silent bottleneck killing AI performance at scale. The conversation spans AI memory architecture, cybersecurity AI agents, AI factories, token economics, model routing, and the infrastructure race between hyperscalers and challengers like DeepSeek.

Val also shares contrarian takes on government regulation, why software development is about to be unrecognizable, and the one shift every founder needs to make: execution is getting cheaper, but imagination is becoming the scarcest resource in AI.

🔔 Listen and Subscribe

• YouTube: https://www.youtube.com/@TheGeneralistsPodcast

• Spotify: https://open.spotify.com/show/2apfGY403NGr1EyTNkJfG4

• Apple Podcasts: https://podcasts.apple.com/sg/podcast/the-generalists

📖 What You’ll Learn

• Why Val believes AI is not a bubble despite unprecedented capital spending

• How modern AI agents differ from traditional chatbot experiences

• What KV cache is and why memory has become AI’s biggest bottleneck

• Why DeepSeek has earned so much respect from AI researchers and engineers

• How model routing is changing the economics of AI applications

• Why token costs are falling while overall AI demand continues to explode

• How cybersecurity teams should prepare for AI-powered attacks

• What AI factories and token warehousing mean in practice

• Why memory infrastructure may become more important than raw compute power

• How Claude Code, Codex, Hermes, and other coding agents compare

• Why guardrails are becoming critical for autonomous AI systems

• How governments should think about AI regulation and governance

• Why AI is removing tasks rather than entire jobs

• Why founders should focus on ideas as execution becomes cheaper

• Why the next few years of AI progress may be impossible to predict

👤👤 Hosts

• Michael Smith Jr.: https://www.linkedin.com/in/smittysgp/

• Raz Kotler: https://www.linkedin.com/in/razkotler/

👤 Guest

• Val Bercovici: https://www.linkedin.com/in/valentinbercovici/

🔗 Links and Resources

• WEKA: https://www.weka.io/

• OpenRouter: https://openrouter.ai/

• SemiAnalysis: https://semianalysis.com/

• TBPN: https://www.tbpn.com/

• DeepSeek: https://www.deepseek.com/

• Anthropic: https://www.anthropic.com/

• OpenAI: https://openai.com/

• Claude Code: https://www.anthropic.com/claude-code

• Codex: https://openai.com/codex/

• NVIDIA: https://www.nvidia.com/

• Oracle Cloud Infrastructure: https://www.oracle.com/cloud/

GNA 5 is back with another Asia-focused breakdown of the biggest stories in AI, chips, developer platforms, semiconductors, capital markets, and startup geopolitics

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📖 What We Cover

• Supabase’s $500M raise, GIC’s lead role, and why employee liquidity may become a startup hiring advantage
• SoftBank overtaking Toyota and what it says about Japan’s shift from car manufacturing to AI infrastructure
• Samsung, SK hynix, HBM memory, and why Korea’s AI chip boom is creating new wealth-sharing debates
• NVIDIA doubling down on Taiwan despite the geopolitical risk around chips, TSMC, and China
• DeepSeek’s $7.4B raise, founder ownership, state capital, and why it now looks more like a national AI asset than a startup
• Shadow AI, open-source model risk, package risk, and why some teams may isolate Chinese models before testing them
• Huawei’s push to reduce dependence on ASML and why lithography remains one of the hardest parts of the chip stack
• China’s tightening controls on AI talent, algorithms, travel, IP, and startup exits after the Manus situation
• AI chip smuggling and why physical demand for chips makes the “AI bubble” argument harder to defend
• ByteDance, China AI pricing, and why AI companies may need to shift from SaaS subscriptions to consumption pricing
• Twilio, outcome-based pricing, and why AI-era software may need new pricing models
• Airwallex, China engineering optics, US market trust, and what founders should think about when building global companies from Asia

👤👤 Anchors

• Michael Smith Jr.: https://www.linkedin.com/in/smittysgp/
• Raz Kotler: https://www.linkedin.com/in/razkotler/

🔔 Listen and Subscribe

• YouTube: https://www.youtube.com/@TheGeneralistsPodcast

• Spotify: https://open.spotify.com/show/2apfGY403NGr1EyTNkJfG4

• Apple Podcasts: https://podcasts.apple.com/sg/podcast/the-generalists

🔗 Resources and Links

• Supabase: https://supabase.com
• GIC: https://www.gic.com.sg
• SoftBank Group: https://group.softbank/en
• Arm: https://www.arm.com
• OpenAI: https://openai.com
• Samsung: https://www.samsung.co
• SK hynix: https://www.skhynix.com
• NVIDIA: https://www.nvidia.com
• TSMC: https://www.tsmc.com
• DeepSeek: https://www.deepseek.com
• Tencent: https://www.tencent.com
• Huawei: https://www.huawei.com
• ASML: https://www.asml.com
• Twilio: https://www.twilio.com
• Airwallex: https://www.airwallex.com
• Stripe: https://stripe.com
• SuperAI: https://www.superai.com