EP1: Digital Ocean's Paddy Srinivasan on Why 'Cost of Intelligence' Beats Cost-Per-Token
Digital Ocean CEO Paddy Srinivasan joins host Rob May to unpack the company's best quarter ever — $93 million in incremental revenue, driven largely by AI, but with a twist: over half of AI-first customers are attaching Digital Ocean's core cloud products too. Paddy breaks down the company's five-layer AI-native stack, how it's positioning against hyperscalers and GPU-focused Neo Clouds like CoreWeave, and why the sales conversation has shifted away from dollar-per-GPU-hour toward selling tokens and outcomes. They also get into the NVIDIA/AMD balancing act, how Digital Ocean keeps its platfor…