In this episode, Itamar sits down with Guy Fighel, a longtime operator, technical founder, and now partner at Hetz Ventures, to unpack the real forces that shaped today’s AI landscape. Guy walks through two decades of data engineering, distributed systems, and the inflection points that changed everything. Hadoop, cloud economics, spot instances, and eventually transformers all shifted what builders could achieve and how fast they could move.
He also brings a rare dual perspective. As both an investor and former CTO, Guy explains why execution still separates companies that ship from companies that stall. He breaks down why understanding budgets, engineering velocity, and technical reality matters more than ever in a world filled with talk about intelligent software.
This is a grounded look at how AI evolved from slow and brittle experimentation into an environment where iteration, scale, and system design decide what is possible.
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