View from the Top with Rubrik

It's good to be in a small room with a standing crowd.

So, Bipul Sinha, co-founder, CEO, chairman of Rubrik. I'm essentially three things: I'm an engineer, I'm a venture capitalist, and I'm also a founder CEO scaling a business. And all three combined has given me a unique perspective about starting a business and scaling a company. Rubrik is a security and AI operations company. We help businesses keep their operations running even when they have cyber attacks. And with the new Rubrik Agent Cloud, we are helping businesses roll out agents at scale with confidence.

In my mind, AI is a new industrial age. If you go back 300 years, we were in an agrarian economy with a lot of human labor and very little capital equipment. And then we had the industrial revolution, where a lot of capital equipment and a lot of labor created this whole economy that Europe primarily benefited from. And then we had like this knowledge economy, computer software, where the capital equipment actually was a smaller piece of it, but knowledge worker and knowledge labor was the big piece. Now we are back into the industrial economy, where the factories — like GPU factory, call it data center — which is heating, cooling, a lot of capital equipment that is creating intelligence, and that intelligence is doing the work in government, in the businesses. And only America and China has the capital to actually invest and scale these factories. So it's a very interesting industrial age we are in, and it also ended the knowledge economy and it started a new economy, what I call intuition economy.

In the modern workplace, you will have two kinds of workers: AI worker and human worker. And AI workers will do knowledge work. Knowledge work is something that is codified. Anything that data can decide will be decided by AI. And then humans have to connect new dots to create value. And as soon as the new dots are created and the market accepts it, it becomes an accepted knowledge and it goes to AI. So as you can see, the AI work is going to be huge because every codified knowledge AI is operating on. So it's a 100x opportunity because now AI can write your code, do customer service, write your contract — like AI can be a doctor and do some lots of basic stuff. But then if AI gets compromised and somebody sitting in North Korea controls your AI agent, then they are actually refunding millions of dollars to your customers without you even knowing about it. So that's the 100x risk. So how do you manage this 100x opportunity with 100x risk? And that's why you need to have a very strong strategy around AI governance. So understand what AI agents you have, what are the guardrails, what they are allowed and not allowed to do, and should they misbehave, do you have a rewind button to undo their action?

So AI risk management will also be done by AI. So you will have like judgment agents or judgment models that are saying right or wrong, allowed or not allowed, and then you have human beings which are steering this whole operation. So human beings are not doing the work, but they are steering — so making decisions, taking a look at the exception, but most of the judgment is done by agents itself. So you'll have two agents: worker agent and then judgment agents.