Renen Hallak, VAST Data CEO: A Fortt Knox Update

VAST Data CEO Renen Hallak told Jon Fortt he raised a $1 billion Series F at a $30B valuation, more than tripling the $9B Series E from two years ago. He said VAST manages about half of all datacenter NAND, is tripling year-over-year, closed its first profitable year with a 228% Rule of 40, and could be IPO-ready by year-end. Hallak called APAC and the Middle East the fastest AI-adopting regions, and said NAND supply won't catch demand until about 2029.