Ofir Ehrlich
5
APPEARANCES
5
PODCASTS
012
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SEP 7
Sep 9, 2026
He Built A $4 Billion Data Protection Unicorn—Here’s Why He Thinks AI Is The Next Dot-Com Bubble
30:51
Maggie McGrathHOST
Why was that important to say, the less than $20 million from VCs, on your LinkedIn about this?
O
30:57Ofir EhrlichGUEST
Actually, I wrote it, uh, years ago, so I don't, I can't tell you I remember exactly, but what's was different at the time when I, when I built that, it's a rather unusual sum, relatively low to a technology company that got to this scale.
O
31:17Ofir EhrlichGUEST
I, I looked for a, an open, a dot com domain and looked for a whole bunch of names.
6 MINS LATER
Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
10:31
10:39
10:54
11:05
Ofir EhrlichGUEST
Why was it locked? Because there are multiple business unit owners across the same company.
Ofir EhrlichGUEST
And let's say, uh, uh, you're a data team leader in, in some company, and you, uh, are based in San Francisco, or we're now here, uh, in New York, and both have different business unit, uh, uh, uh, leaders.
Ofir EhrlichGUEST
And now, there's this thing called AI, and even the boss is playing with ChatGPT, so the CEO and the share- and the board and the shareholders, they all understand that AI is real.
Ofir EhrlichGUEST
So they're coming to you, and they tell you, uh, uh, "Elad, um, we have a lot of data in the organization.
20 MINS LATER
SpaceX’s Quiet CFO Ahead of Wild IPO, Anthropic Sounds Alarm on Recursive Self-Improvement
31:45
32:06
32:14
36:13
Ofir EhrlichGUEST
I don't believe that one demise by a hack would be someone else's opportunity.
Ofir EhrlichGUEST
So it's a really good question whether all the stakeholders, including open source contributors, will actually go and look at this as a problem.
Ofir EhrlichGUEST
And you're already seeing, you know, we're focused on backup and we started seeing in the last few months, just last few months, not before, A significant amount of people I'm speaking with tell me either my company or personally, I created a software that deleted data, an agent that deleted data from production that they didn't intend to.
Akash PasrichaHOST
Do you think that the infrastructure build right now is overestimating or underestimating how much demand there will be for AI?
Ellison's Counter Offer, Chinese H200s, Data Centers in Space | Aaron Ginn, Matt Kalish, Emil Michael, Blake Scholl, Naveen Rao, Ofir Ehrlich, Gorkem Yurtseven, Pedro Franceschi
172:48
172:53
172:59
173:04
S
172:46speaker_1HOST
Mm-hmm.
Ofir EhrlichGUEST
You can search and browse all of your data and all of your history immediately.
Ofir EhrlichGUEST
And because we're building our own software stack, software only, it's not gonna cost you a dime.
Ofir EhrlichGUEST
It's actually cheaper than building it on your own or using existing cloud technologies to do that.
Ofir EhrlichGUEST
So, we're trying to make sure that we make it a, we, we give you an easy button as a customer-
J
174:37JordyHOST
What's it like, what's it like being, uh, what's it like being a fly on the wall f- for when you and Elad get together and talk about, uh, data?

