Latest Interviews
Showing 451–465 of 2,633 transcripts.
Clear all filters- All-In Podcast29 min
Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm
Orlando Bravo, David, Chamath, Jason
Toma Bravo, a $179 billion asset manager founded by Orlando Bravo, executes a specialized software buyout strategy that targets high-growth leaders to improve EBITDA margins from 25% to over 50% through immediate operational overhauls and disciplined add-on acquisitions. The firm leverages a lean 230-person team to manage a portfolio of roughly 500 companies, recently executing major transactions like the $12.5 billion Dayforce deal while navigating AI-driven market shifts that are reshaping enterprise software valuation models. By maintaining a private structure focused on deep portfolio involvement rather than public liquidity, Bravo aims to counter traditional private equity criticisms and consistently deliver returns by transforming first-in-class innovators into scalable, highly profitable enterprises.
- Sequoia Capital45 min
Why AI Will Transform Customer Experience: Cresta CEO Ping Wu and Sequoia’s Doug Leone
Ping Wu, Doug Leone, Sonya Huang
Cresta addresses the high attrition and fragmented experience of the global contact center industry by deploying a hybrid model of human agent assistance and autonomous digital agents that operate on legacy systems with under 800-millisecond latency. This approach leverages twenty simultaneously orchestrated AI models to capture the $75 billion in revenue-generating interactions historically lost to inefficiency, while Sequoia's Doug Leone anticipates the application layer becoming the primary locus of value in an "Industrial Revolution 2.0." The company aims to render the distinction between human and AI agents indistinguishable within 20 to 30 years, ultimately creating continuous, personalized customer journeys that span the entire lifecycle.
- All-In Podcast28 min
Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Sequoia Capital, led by a third generation of partners, sustains its legacy by prioritizing long-term value creation and consensus decision-making over aggressive fee maximization. The firm counters industry capital overhang by deploying proprietary AI tools and maintaining a selective investment strategy that has historically generated trillions in public market value through companies like Apple and Nvidia. While navigating geopolitical shifts by separating its Chinese operations and adapting to a regulatory landscape that has drastically reduced startup formation there, Sequoia continues to back founders with exceptional curiosity despite unconventional profiles.
- Milken Institute22 min
Actress Shefali Shah: Stories that Move; Strength that Inspires | Asia Summit 2025
Shefali Shah, Teresa Whang, Curtis S. Chin
Acclaimed actress Shefali Shah, known for her Emmy-winning role as DCP Shreya Sharma in Netflix's *Delhi Crime*, discusses the industry's shift from limiting stereotypical roles to complex character portrayals. She details the upcoming third season of the series, which tackles human trafficking and bride sales through a narrative blending multiple true cases, while highlighting her work in *The Three of Us* and *Adolescence* to explore dementia and social media's impact on children. Shah further emphasizes her advocacy for women's and children's safety, urging audiences to view her award-winning projects to understand these critical social issues.
- Goldman Sachs21 min
The Shutdown’s Economic Impact
A partisan role reversal has precipitated a broad federal government shutdown as Democrats withhold support for clean spending bills to demand the extension of ACA health insurance subsidies, a move that polling suggests is driving voter blame toward Republicans. The crisis faces a critical resolution pressure point on October 15 when active-duty military personnel miss a pay cycle, a deadline that historically compels congressional action to avoid widespread economic disruption. While the shutdown projects to reduce Q4 GDP by approximately 0.3 percentage points and delay key economic data releases, market analysts and the Federal Reserve anticipate the stalemate will resolve quickly through a targeted fiscal compromise.
- All-In Podcast28 min
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
Neal Mohan, Chamath, Jason, Friedberg, Ari
YouTube CEO Neal Mohan outlined the platform's dominance with 2 billion monthly active users and over $70 billion paid to creators, while addressing tensions between its 55/45 revenue model and high-profile creators who opt for direct monetization. Mohan defended YouTube's algorithmic fragmentation as a driver of niche engagement while highlighting new AI initiatives that prioritize creator likeness rights and transparency labels over blanket bans. The discussion further detailed strategies to balance global moderation complexities with evolving regulations and a renewed focus on YouTube Premium and TV to reinvent the viewer experience.
- RAISE Summit25 min
Workshop: Agentic Pipelines orchestrating open-source LLMs ft. n8n & Nebius AI Studio
Nebius, a NASDAQ-listed neocloud provider backed by Deep Capital, offers an AI Studio platform featuring over 30 open-source models hosted in EU data centers with strict zero-data-retention policies. The service enables enterprise-grade AI agents by optimizing inference for speed and structured outputs while providing fine-tuning without additional hosting costs. Through a demonstrated Nike sales analysis pipeline, the platform proves its ability to orchestrate complex autonomous workflows that integrate reasoning, memory, and external tool connections for scalable business applications.
- RAISE Summit40 min
The Efficiency Enigma: Can Smarter Software Save Us from Hardware Bottlenecks
Paul Moscovitch, Jean-Laurent, Stefan, Craig Tavares, Romain Guyett, Jared, Bob
Industry leaders report that Moore's Law persists through advanced silicon technologies, yet the AI sector faces a critical shift from raw compute scarcity to bottlenecks in memory bandwidth and power efficiency. As data centers transition from training-heavy operations to a 50-50, and eventually 80-20, split favoring inference, organizations are adopting hybrid strategies that pair expensive GPU clusters for training with CPU-based solutions for latency-sensitive edge tasks. Strategic guidance now emphasizes aligning hardware selection with specific workloads while prioritizing novel application development over premature cost optimization.
- RAISE Summit20 min
Contentsquare & Eurazeo: From Data Rich to AI Smart Reinventing a Scale Up in Real Time
Anne-Charlotte Filbert, Ilan, Remy
Eurazeo's Anne-Charlotte Filbert and Content Square's Ilan analyzed the latter's strategic pivot from a traditional analytics provider to an AI-native platform following a 2023 acquisition of Heap. Driven by CEO John, the company restructured its organizational culture and product roadmap to prioritize agentic workflows, launching proactive "Sense" insights while implementing strict security protocols for tools like Gemini and Dust. The discussion concluded that future market survival hinges on the "velocity" of leadership to transform late-stage enterprises, contrasting Content Square's scale with the agility required for AI-native success.
- RAISE Summit21 min
A Fireside Chat with Sébastien Verger, CTO at Dell Technologies ft.The French Tech Journal
Sébastien Verger, Francois Beaufort
Dell positioned AI as a core strategic pillar through its "Dell AI Factory," addressing the critical challenge where 80% of proof-of-concepts fail to reach production by emphasizing data quality and secure on-premises deployment. The company highlighted its logistical prowess in rapidly scaling infrastructure for partners like XAI and Mistral AI while launching tools such as Dell Pro AI Studio to enable local model execution on AI PCs. Looking toward the next five years, Dell anticipates healthcare breakthroughs in personalized cancer treatments and champions sovereign European data strategies to ensure sustainable, responsible AI governance.
- RAISE Summit42 min
Merantix, BlueBridge, NEXT AI & Balderton: Moats in the Age of AI Separating Winners from Wannabes
Solène, Nicole, Moody, Max, Breeze, Lina, Bianca
Solène of Baldur Capital moderated a panel with industry leaders from Bluebridge, Mirantics, and Next.ai to dissect the evolving nature of AI competitive advantages as unstructured data becomes automated and model volatility increases. The discussion highlighted that sustainable moats now rely on human engineering, complex legacy system integration, and strong distribution networks rather than proprietary data or static wrappers. Participants emphasized that investor success signals center on team tenacity and founder vision, urging founders to prioritize solving tangible, high-stakes problems over theoretical defensibility strategies.
- RAISE Summit26 min
Adrian McDermott, CTO, Zendesk: What CX Teaches Us About AI And The Future Of Work
During a presentation on enterprise AI transformation, Zendesk representatives detailed how their platform now supports 15,000 generative AI users and redefines customer service as a critical revenue engine where 94% of value derives from support interactions. The company outlined a strategic shift toward outcome-based pricing and the development of voice-enabled agents, aiming to reduce the customer service market's dependence on human labor by the end of the decade. Data from 33 million analyzed tickets suggests that AI will primarily address upstream business failures and low-value queries, allowing human agents to focus on high-empathy tasks that prevent churn.
- RAISE Summit40 min
Kong, Commit, Deepset, Strapi, LiveKit & FINOS: The OSS Paradox Free Software, Priceless Value
Olivier, Russ, Alessandro, Milos, Pierre, Reza Shafi, Gabriel
Four open source founders and an investor discuss strategic monetization models for real-time video, AI frameworks, CMS, and API gateways, focusing on the tension between community health and commercial scaling. The panel contrasts open core and managed service approaches against license changes, arguing that distribution and deployment rather than feature gating are superior mechanisms for generating revenue without alienating users. Key insights emphasize aligning licensing with product type to mitigate cloud provider threats and the importance of investor-founder alignment to preserve long-term community trust.
- RAISE Summit40 min
Softbank, Gen Z VCs, Adagia, F5, Cathay & Samsung NEXT: AI Investment Frenzy The 2001 Remake!
Megan Loyst, Ahmed Getarim, Denis, Chardin Boué, Jonathan Machado, Alok
A diverse panel of investors from GenZBCs, F5, CATA Innovation, Adagia, and Samsung Next, alongside buyer representative Ahmed Getarim, evaluates the current tension between a genuine AI utility revolution and inflated private market valuations. Participants warn of a "hype bubble" where rapid revenue growth in Gen AI clashes with unsustainable unit economics, predicting that 50% of current unicorns will fail while successful ventures rely on proprietary data, vertical integration, and network effects rather than just funding. The group concludes that future viability requires balancing technological acceleration with labor market stability and emphasizes "service as software" as the emerging model for long-term defensibility.
- RAISE Summit40 min
Windsurf, BUZZ HPC, Gnosis, ElevenLabs, Prosus & Bloomberg: The Agentic Economy AI’s Unseen Hand
Rachel Metz, Tim Cowley, Jero, Alex, Matty, Maria Zuber, Matias Niemelaer, Andrzej Baliczak
A diverse panel of industry leaders from BuzzHPC, Prozus, Windsurf, and 11 Labs defined AI agents as autonomous systems requiring multi-modal feedback loops to drive enterprise adoption. Real-world deployments at companies like DHL and Prozus have demonstrated significant operational gains, including 20% faster delivery times and a 1.7 million-hour productivity increase, while OpenAI's $3 billion acquisition of Windsurf validates the technology's strategic value in software engineering. Despite hurdles regarding data disambiguation and regulatory compliance, the panel predicts a shift toward a task-based internet where agents outperform human operators in efficiency and revenue generation.