Can AI really reorder how business works - not just automate tasks, but redefine entire markets?

In this episode, Frazer Anderson sits down with two leading thinkers - Conor Twomey and Ray Wang. They discuss:

• How AI exponentials fundamentally rewrite productivity and what that means for founders, enterprises, and investors competing with legacy incumbents.

• The evolving state of enterprise AI adoption - from prototypes to production‑scale agent workflows that transform business outcomes and unit economics.

• Why scaling enterprise AI depends less on model quality and more on your data foundation, internal coordination, and ability to operationalize agents across real workflows.

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Conor Twomey is an accomplished executive with over 15 years of experience in addressing complex data challenges for leading global corporations. He is currently an AI Co-Founder at Stealth Startup. Conor is the former Head of AI Strategy at KX, a pioneer in real-time data analytics and decision intelligence. Under his leadership, KX successfully transitioned from a time-series database company to the Enterprise AI platform of choice for large-scale AI implementations. Before this role, Conor managed a 400-person organization encompassing Presales, Professional Services, Support, Managed Services, and Customer Success Management. Renowned for his insights on data and AI, Conor is a sought-after speaker and contributor on frontier technology topics, including Data, Analytics, Machine Learning, AI, and Generative AI.

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Ray Wang, a tech luminary, is the Co-Founder & Chairman of Constellation Research, a Bestselling Author, and a Keynote speaker. Renowned for his insights into digital transformation and enterprise technology, Ray's expertise stems from influential roles at Altimeter Research and Forrester Research. His bestselling books, including "Disrupting Digital Business" and "Everybody Wants to Rule the World," delve deep into the impact of digital technologies on business models.

As AI shifts from training to inference, founders, investors and VCs face a new frontier: the physical infrastructure that enables massive compute.

In this episode, Frazer and Éanna discuss:

• The hidden development lifecycle of a hyperscale build - from dirt to green lights - and what that means for build‑to‑suit strategies.

• Why power, latency and land have become the new scalers of value, and how to spot when infrastructure constraints turn into opportunity.

• How investors and founders can position themselves early in this "third wave" of data‑centre build‑out to win sub‑1% of the market before it becomes crowded.

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Éanna Murphy is CEO and Founder of Montera Infrastructure, a Stonepeak-backed datacenter developer focused on single tenant hyperscale campuses in North America. With over 17 years in the digital infrastructure industry, Éanna has held senior roles at Google and Yondr, scaling global delivery and operations across five continents. He serves on the boards of Digital Edge and H&MV Engineering, as an advisor to XYZ Reality and Beacon AI Centers and an Operating Partner at Stonepeak.

Éanna brings a global perspective shaped by deep experience across Digital Infrastructure, tech and capital markets. Originally from Ireland, he now lives in California with his family and is a passionate sports fan, girls soccer coach and golfer.

As the wave of AI-enabled vertical SaaS startups rises, founders face critical questions: How do you attract the right investor who deeply understands your market? What makes a true vertical AI company stand out in a saturated landscape?

In this episode, Frazer and Annelies discuss:

• How vertical AI startups can find their strategic wedge - and why brute force and feedback loops matter more than a flashy pitch.

• What today's top-tier investors are really looking for when backing AI-driven SaaS companies in legacy industries like insurance, logistics, and supply chain.

• The mindset shift from founder to investor and how operator intuition can sharpen your go-to-market and long-term defensibility.

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Annelies Gamble is a Partner at Zetta Ventures, an early-stage venture firm backing AI native B2B startups. Prior to Zetta, Annelies founded Prima, a vertical AI company in the supply chain and manufacturing space. While based in Mexico, she scaled Prima to over 80 employees, led engineering and supply operations, launched the U.S. business, and raised more than $45M in venture funding. Before founding Prima, Annelies was a Co-Founder and Partner at Scribble Ventures, where she invested in over 30 early-stage AI startups.

Annelies started her career at Dropbox, helping launch the company's Product Analytics team. She holds a degree from Yale, where she was a three-season Division I varsity athlete and President of the Yale Entrepreneurial Society.