Latest Interviews

Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors

Jonny Fine, Alec Phillips, Alison Nathan

This analysis examines U.S. Treasury auction mechanics and market dynamics where rising issuance volumes have combined with Federal Reserve expectations to drive a "higher for longer" interest rate environment. While political discourse has largely sidelined the deficit despite projected long-term debt growth, record corporate refinancing and resilient consumer spending currently offset immediate concerns about fiscal sustainability. Ultimately, Goldman Sachs analysts anticipate intermittent market volatility from specific auction tails rather than a systemic correction, warning that a future recession remains the primary catalyst for deteriorating economic conditions.

Marty Chavez (Sixth Street): Finding a Single Source of AI Truth

Marty Chavez, David Haber

Marty Chavez, a former Goldman Sachs executive and current partner at Sixth Street Partners, traces the evolution of computational simulation from his foundational work on the SECDB system that navigated the 2008 financial crisis to his current advocacy for AI boundaries in finance and biotech. Drawing on decades of experience modeling complex systems for everything from currency trading to protein folding, he argues that future AI regulation should focus on physical interface constraints rather than internal algorithmic logic while emphasizing the critical need for clean data to avoid generative hallucinations. Chavez further notes that while current AI adoption in the Fortune 100 is driven by productivity demands, its transformative potential in life sciences depends on successfully bridging the gap between vast theoretical chemical spaces and the high costs of physical drug fabrication.

'Enterprise AI Safeguards Defining Safety and Enhancing Trust, Governance in the Age of GenAI' |

Johan Rahl, Philippe Béraud, Sacha Rubel, Sean, Ludwig Perron

Moderated by a focus on synthesizing complex regulations into practical standards, a panel of leaders from France, Singapore, Microsoft, AWS, and Google discussed the necessity of aligning private sector innovation with government oversight to ensure responsible AI development. Participants emphasized that effective governance requires risk-based frameworks and technical feasibility to resolve tensions between open-source transparency and security, ultimately aiming to prevent disinformation, malicious use, and the digital divide while fostering public trust. The consensus highlighted that operationalizing abstract principles like explainability through multistakeholder collaboration is essential to drive investment and widespread adoption of AI technologies.

'Architecting the Future The Enterprise Revolution through GenAI' | RAISE Summit 2024 | Paris

Florence Verzelen, Victoria Weller, Gilles Babinet, Emilie Sidiqian, David Martineau, Charles-Edouard Bouée

Moderated by Charles-Édouard Boué, a panel of industry leaders including Florence Verzelin and Gilles Babinet analyzed the shift of generative AI from experimental phases to enterprise-scale deployment across sectors like luxury retail, life sciences, and construction. The discussion detailed specific value realization strategies, such as Gucci's tripled e-commerce growth and Dassault Systèmes' code acceleration, while outlining strategic frameworks like Martineau's three-category matrix to guide competitive advantage. Furthermore, experts addressed critical workforce implications, emphasizing the transition from job displacement to employability loss and the necessity of human-in-the-loop oversight to manage hallucinations and sustain innovation pipelines.

Fireside Chat by Arthur Mensch from Mistral AI & Florian Douetteau from Dataiku | RAISE Summit 2024

Arthur Mensch, Florian Douetteau

Dataiku CEO Florian Diot and Mistral.ai CEO Arthur Mendez discussed their strategic collaboration to democratize AI by enabling non-experts to function as "centaurs," blending human domain expertise with advanced models. The companies outlined complementary approaches where Mistral provides high-performance, open-source foundational models for flexible deployment, while Dataiku offers a platform that empowers enterprise users to build complex applications without deep data science training. Their joint vision addresses critical market needs for cost-efficient, sustainable AI through model compression and robust data filtering, while expanding into multimodal capabilities beyond text processing.

Fireside Chat by SambaNova CEO, Rodrigo Liang & Leila Abboud of the FT | RAISE Summit 2024 | Paris

Rodrigo Liang, Leila Abboud

Samba Nova, a Palo Alto-based hardware and software provider, has launched "Samba 1," the world's only trillion-parameter model constructed entirely from open-source components to offer enterprises full ownership and data sovereignty. Differentiating itself from hyperscalers by combining proprietary RDU architecture with a "composition of experts" strategy, the company delivers a 10x performance increase while enabling secure, on-premises deployment for high-stakes sectors like national security and global energy. With a growing roster including major U.S. Department of Energy facilities and Saudi Aramco, CEO Rodrigo Leung aims to deploy 100 uniquely fine-tuned models for Fortune 500 companies by year-end.

Weighing the GLP-1 Market

Dr. Fatima Cody Stanford, Jonathan Gruber, Alison Nathan

Experts and economists convened to analyze the clinical efficacy of GLP-1 agonists for obesity, contrasting their maximum 22.5% weight reduction rates against the superior remission capabilities of bariatric surgery and the 20% non-response rate observed in diverse patient cohorts. The discussion highlighted systemic barriers where Medicare excludes obesity coverage while private plans vary, driving debates on pricing models and the potential $800 billion annual economic impact of widespread adoption. Ultimately, the dialogue proposed policy interventions such as government price adjudication and prize-based incentives to balance pharmaceutical innovation incentives with public affordability and workforce productivity gains.

The Collapse of the Human Empire: Reflexions from the AGI | RAISE Summit 2024 | Paris

Laurent Alexandre, Charles-Edouard Boué

Laurent Alexandre and Charles-Edouard Boué predict that the current AI investment bubble, driven by unsustainable unit economics, will collapse within eighteen months to trigger a new era of techno-politics and aggressive regulation. The discussion highlights critical barriers to Artificial General Intelligence, including the physical limitations of moving from 2D to 3D environments, entropy management challenges, and the paradox where human-AI collaboration yields lower diagnostic accuracy than AI alone. Ultimately, the speakers argue that the future dominance of machines may lead to a "machine aristocracy," yet the primary risk to human civilization stems from internal societal failures like elite corruption rather than inherent machine hostility.

'Future of Search in the Age of AI' Perplexity CEO, Aravind Srinivas | RAISE Summit 2024 | Paris

Aravind Srinivas, Irvine

Perplexity AI CEO Aravind Srinivas and his team have launched an answer engine that replaces traditional search link lists with sourced, direct responses to bypass the advertising incentives misaligning Google with user utility. Leveraging a model-agnostic orchestration architecture and a founding team spanning research and competitive programming, the platform prioritizes factual accuracy and source verification over open-ended creativity to minimize AI hallucinations. While currently operating on lower margins than incumbent search giants, the company aims to establish a new consumer-aligned monetization framework that transforms the web from a collection of links into a verified knowledge infrastructure.

Chamath Palihapitiya & Groq CEO Jonathan Ross | RAISE Summit 2024 | Paris

Chamath Palihapitiya, Jonathan Ross, Olivier Ollier

Grok CEO Jonathan Ross, a former Google TPU architect, presents a strategic shift in the AI industry where hardware-focused inference is poised to surpass training as the dominant market force. Leveraging proprietary Low Precision Units and an alternative supply chain strategy, the company has attracted 75,000 developers in just 30 days and secured a massive compute partnership with Aramco Digital to challenge NVIDIA's infrastructure monopoly. With projections to deploy 1.5 million LPUs by next year, Grok aims to redefine AI deployment costs and latency standards while positioning non-tech enterprises as primary consumers of global compute capacity.

Jared Cohen on US leaders finding purpose post-presidency

Jared Cohen, John F.W. Rogers

Jared's new #9 New York Times bestseller analyzes the historical trajectories of post-presidencies through four distinct case studies, including William Howard Taft, Herbert Hoover, George W. Bush, and Grover Cleveland. By examining how these leaders successfully deferred ambitions, recovered from defeat, detached from former power, or faced the limitations of a political comeback, the work illustrates that the institution's resilience relies on evolving norms rather than constitutional text alone. The author argues that longevity and fulfillment in retirement require abandoning the vanity of office to pursue new service or hobbies, offering a framework for navigating life after the presidency regardless of political affiliation.

Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates

David Mericle, Alison Nathan

Goldman Sachs projects U.S. GDP growth of 2.5% in 2024, driven by labor supply expansions from immigration that prevent overheating despite disinflation from shelter rents. The firm argues the neutral interest rate has structurally shifted to 3.0%–3.5%, forecasting Federal Reserve rate cuts beginning in July 2024 as financial conditions remain accommodative. This outlook suggests a balanced labor market and mechanical rent adjustments will allow inflation to trend toward 2.5% without triggering wage-price spirals.

Advancing Inclusion Through Leadership with Boston Athletic Association’s Dr. Cheri Blauwet

Dr. Cheri Blauwet, Dean Athanasia

Dr. Sherry Blauwet, a Paralympic medalist and former Boston Athletic Association chair, leads the Boston Marathon bombing anniversary's expanded mission to prioritize year-round community health through the newly established Kelly Adaptive Sports Research Institute. Her strategy reframes adaptive sports as a public health solution for over 25% of U.S. adults by leveraging corporate partnerships and a small grants program to support diverse physical activity needs. Blauwet drives this initiative by challenging societal lowered expectations and promoting leadership intentionality, aiming to transform public perception of disability while maintaining a focus on fun and accessibility for all age groups.

AI integration for enterprise ft. CJ Desai of ServiceNow

CJ Desai, Chirantan "CJ" Desai, Sonya, Sam, Arthur, Daniela, Pat, Andy, Jensen, Doug Leone, Frank Slutman, Jess, Fred Luddy, Bill, Allen, Tim, Michelle, Charlie, Peter, Fabio

ServiceNow, the third-largest global SaaS provider with a $155 billion market cap, achieved $10 billion in annual recurring revenue through strict organic growth under the leadership of CEO Bill McDermott and COO CJ Nayak. The company is currently executing "Act Two" by integrating small, cost-efficient AI models and expanding into new sectors like public safety, while maintaining an 82% gross margin through disciplined financial constraints. With 8,000 enterprise customers led by CIOs demanding specific return on investment, ServiceNow prioritizes workflow automation and outcome-based selling over generic technology adoption to sustain its 26% annual growth rate.

How To Build Generative AI Models Like OpenAI's Sora

The event analyzes OpenAI's Sora model, highlighting its breakthrough in text rendering and temporal consistency while noting persistent flaws in physical logic and immense computational demands. It details how YC startups like Infinity AI and Sonato are achieving comparable results through data efficiency, synthetic training, and optimized model architectures rather than massive scale. The discussion concludes by projecting how these physics-simulating AI techniques will accelerate scientific discovery in fields ranging from weather prediction to drug discovery.