David Wang said 2025-2026 is a watershed for the AI industry, with inference demand accelerating and enterprise pain points shifting to model selection and cost-latency tradeoffs. GVAI has built a three-pronged strategy of cloud services, intelligent routing, and AI Factory, and is set to go public via a business combination with Calisa Acquisition Corp. He also discussed AI coding progress, a biotech agent use case, and competitors including OpenRouter, Fireworks AI, Lambda, and CoreWeave.