Stephen Balaban co-founded Lambda in 2012 and spent over a decade as CEO building it into a leading AI infrastructure provider before shifting to CTO in May 2026 (when Michel Combes was hired as CEO). He has recently articulated a bold "neural software" thesis — that neural networks will replace virtually all traditional deterministic software. Attending his session offers a rare inside view from the architect of one of the fastest-growing neocloud companies, with direct insight into the real economics of gigawatt-scale GPU infrastructure and where AI compute is heading.

Recent talks (2)

The Neocloud Boom: State of AI Compute 2026 | Stephen BalabanThe MAD Podcast with Matt Turck / FirstMark · Jun 2026Building The Neural Software Future With Stephen BalabanFYI - For Your Innovation (ARK Invest Podcast) · Sep 2025

Public activity researched automatically · as of Jun 2026