Smart Humans with Slava Rubin

Brought to you by TemplumRecorded 7/13/26Slava Rubin and Jan-Erik Asplund explore the rapidly growing AI infrastructure market, focusing on Fluidstack and other key companies, technological trends, and investment opportunities. They discuss the energy demands of AI, the business models of neoclouds, and the risks and rewards of investing in this dynamic space.

Rajat is the Founder and CEO of Chef Robotics. Prior to Chef, Rajat was Founder and Managing Partner at Prototype Capital, a pre-seed venture capital fund investing in founders who apply new technology to old industries. Before that, Rajat was the Founder and CEO of ThirdEye, where he led a team to build a product that empowers the visually impaired by recognizing what’s in front of them; ThirdEye was ultimately sold. Rajat has written a book about education reform, published a scientific paper in electrical engineering, and written for Forbes about entrepreneurship. He has a Master’s degree in Robotics and Machine Learning from the University of Pennsylvania and a Bachelor’s in Economics from The Wharton School at the University of Pennsylvania.

Marques Colston is the Founder and Portfolio Manager of The Champion Fund. Operator and executive with more than a decade of leadership across the NFL, emerging sports leagues, and private capital. Co-owner of three Arena Football League franchises. Advised Arena Football League on strategic partnerships with DraftKings, CBS, William Hill, and Facebook. Strategic Advisor to NFLPA One Team Collective and NFL Players Inc. Advised on $350M+ in client assets as a financial advisor at Janney Montgomery Scott (Series 7 and Series 66 securities licenses). Co-Founder of Venture Playbook at Columbia Business School.

Recorded 8/4/26Slava Rubin and Jan-Erik Asplund explore the recent IPO of SpaceX, its market performance, and the potential upcoming IPOs of major AI companies like OpenAI, Anthropic, and Databricks.

Shane Neman is a serial entrepreneur and investor. He founded and successfully exited two technology companies, JoonBug and EZ Texting, before moving to the investing side. Today he is the Manager of Neman Ventures, a venture capital firm focused on frontier technology, including AI, robotics, defense tech, quantum computing, and longevity. Separately, he runs the Neman Family Office, which holds direct investments and commercial real estate. He is the author of "Nightlife Lessons" and writes about startups, investing, and health at shaneneman.com.