Paul Bloch: Powering the AI Revolution - [Making Markets, EP.68]

Paul Bloch: Powering the AI Revolution - [Making Markets, EP.68]

Author: Colossus | Investing & Business Podcasts October 24, 2025 Duration: 38:45
Making Markets
BusinessInvesting

My guest today is Paul Bloch, co-founder and CEO of DDN. Once bootstrapped for decades, DDN is now a multi-billion dollar company partnering with Nvidia, Google, and Blackstone, helping customers train the largest models in the world and deploy AI at scale. We discuss how Paul and his team spotted the AI inflection point early, why infrastructure partnerships define the winners and losers in this space, and how DDN balances discipline with massive growth opportunities. Please enjoy this conversation with Paul Bloch. 

For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


Show Notes

(00:00:00) Welcome to Making Markets

(00:01:02) DDN's Role in AI Infrastructure

(00:02:08) Competition and Collaboration in the AI Market

(00:04:31) Customer Engagement and Use Cases

(00:08:06) Economic Models and Government Involvement

(00:11:49) Sovereign Cloud and Global AI Perspectives

(00:16:19) AI's Rapid Evolution and Future Outlook

(00:21:46) Partnerships and Strategic Decisions

(00:35:01) Beliefs on AI



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Eric Golden hosts Making Markets, a podcast that digs into the often unseen mechanics and human behaviors driving how value is assigned and traded. Rather than just analyzing charts or headlines, conversations focus on the underlying architecture-the rules, relationships, and psychology-that defines how any marketplace functions. This approach means that one episode might dissect the familiar terrain of bonds or equities, while the next ventures into the specialized worlds of fine art, cryptocurrency, or even vineyard acquisitions. The common thread is a curiosity about the actual transactions and the people who facilitate them, providing a tangible sense of what occurs when assets change hands. By speaking with practitioners and experts each week, the show demystifies the complex systems that form the backbone of global commerce, offering listeners a clearer picture of economic forces at work. As part of the Colossus network of investing and business podcasts, Making Markets builds a comprehensive library of knowledge, turning abstract concepts into accessible narratives. It’s for anyone who has ever wondered about the real-world machinery operating behind the curtain of daily financial news.
Author: Language: English Episodes: 100

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