Latest Interviews
Showing 46–60 of 243 transcripts.
Clear all filters- Milken Institute26 min
Make the Deal Work: Rethinking USMCA for a Competitive Future | Global Investors' Symposium MX City
Julio Vaqueiro, Kimberly Breier, Cameron MacKay, Esteban Moctezuma
Three diplomatic and legal experts convened to anticipate the 2026 USMCA review, emphasizing a strategic shift toward a narrow modernization of the 2018 text rather than a full renegotiation driven by emerging challenges in AI, energy transition, and supply chain resilience. While U.S. political rhetoric frames the process as a high-stakes renegotiation, Mexico and Canada advocate for a targeted trilateral approach to address the "China factor" and stabilize bilateral trade dynamics amidst the U.S. election cycle. The panelists concluded that achieving predictable outcomes will require broad political buy-in to secure updated chapters on critical minerals and technology, ultimately strengthening North American competitiveness against global rivals.
- Milken Institute41 min
Infrastructure, Investment, and Industrial Competitiveness | Global Investors' Symposium Mexico City
Alex González Ormerod, Gautam Bhandari, Ricardo Fernández-Mazarambroz, Carlos Garcia Moreno, Raul Martinez-Ostos Jaye
Panelists identified Mexico as a critical crossroads for global supply chain reconfiguration, emphasizing the urgent need to leverage decoupling from China through robust 5G infrastructure and a shift from mega-projects to mid-market logistics. While domestic pension funds (Afores) and emerging insurance capital offer significant financing potential, experts argue that attracting international investment requires standardized contracts, credit expertise, and state-level financial diagnoses to mitigate political risk. The consensus calls for immediate execution of 2–3 replicable "quick wins" within 12 months to validate the market, effectively bridging the gap between ambitious industrial policy and tangible private sector capital deployment.
- Milken Institute31 min
Private Equity's Next Move in Latin America | Global Investors' Symposium Mexico City 2025
Michael Milken, Martín Escobari, José E. Feliciano
Investment firms General Atlantic and Clear Lake are leveraging Mexico's young demographic, surplus of STEM graduates, and geopolitical decoupling from China to position the nation as a high-growth hub for nearshoring and capital deployment. With local valuations trading at a 50% discount to the U.S. and the entry of President Claudia Sheinbaum signaling reduced corruption, these organizations aim to scale operations by directing Mexican pension funds toward private equity and expanding supply chain infrastructure. This strategy seeks to transform Mexico into a $12 trillion economic zone by 2040, capitalizing on reshoring trends and a maturing financial ecosystem to double or triple employment within their portfolio companies.
- Milken Institute45 min
Can Globalization Be Great Again? Doing Business in a Changing World | Asia Summit 2025
Julie Yoo, Namsun Kim, Kawal Preet, Aseem Puri, Dyah Roro Esti Widya Putri
The "State of Globalization" summit convened Indonesian government officials and global leaders from Unilever, FedEx, and Naver to analyze the shift from a unipolar, integrated world to a multipolar landscape defined by fragmentation and protectionism. Panelists detailed strategic adaptations, including Indonesia's aggressive ratification of trade agreements like CEPA and SIPA to leverage its 68% export reliance on free trade partners, alongside corporate pivots toward emerging markets in Africa and Asia that prioritize agility and AI-driven logistics. The event concluded with a consensus that while the era of frictionless trade is over, businesses must act as pioneers by leveraging sustainability and digital tools to navigate a permanent state of geopolitical volatility.
- 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.
- RAISE Summit37 min
OVH Cloud, ClickHouse, Neon, Aiven, Airbyte & Commit: Open Software Infrastructure 2.0
Abel, German, Oskari, Heike, Michel, Alexei, Francois Beaufort
Executives from Aiven, Neon, Airbyte, ClickHouse, and OVHcloud converged to discuss how open-source data platforms are securing $10 billion in combined valuations while addressing enterprise needs for data sovereignty and interoperability. The panel detailed how the AI boom is driving a shift from human-led development to agentic provisioning, creating demand for storage-centric architectures that support short-lived, unstructured data workloads. Looking ahead, industry leaders predict a five-year trajectory where hundreds of millions of citizen developers leverage commoditized AI to compress development cycles, necessitating hybrid infrastructure strategies that balance local model execution with scalable cloud data management.
- RAISE Summit40 min
Alix, SAP, Daytona, Feedly, Prosus & Handelsblatt: The Future Agentic AI & Autonomous Workflows
Alix, Edwin Kodabachan, Paul Van der Boor, Alexander Maisor, Emmanuel Casimates, Ivan Bourazin
Experts at a recent industry gathering defined Agentic AI as a shift from simple request-response models to autonomous systems capable of multi-step planning, emphasizing that security and governance remain critical barriers requiring strict human oversight. SAP and other leaders proposed frameworks like "agentic quality controls" and locally hosted environments to manage agent identities and comply with regulations, while anticipating a workforce evolution where humans supervise "digital teammates" rather than performing manual tasks. Despite concerns over the hype cycle, participants agreed that organizations with mature data and processes will soon leverage these tools to exponentially increase productivity, provided they implement robust guardrails to direct this technological capability toward tangible business value.
- RAISE Summit37 min
Fractile AI, Rogo, Scribble VC, San Francisco Compute: The AI Trillion-Dollar Opportunity
Eric Manisse, Elizabeth Weill, Walter Goodwin, John Willett
San Francisco Compute CEO Eric Manisse, Scribble Ventures' Elizabeth Weill, and founders Walter Goodwin and John Willett convened to analyze strategies for scaling AI infrastructure, hardware, and enterprise solutions amidst rapid technological evolution. The panel detailed critical operational frameworks, including balancing hardware development timelines with software agility, mitigating hallucination risks in financial applications, and proactively shaping export control regulations rather than merely complying with them. Experts concluded that long-term success in this sector relies on specialized human expertise for deep tech, the creation of durable data moats, and a shift toward treating global compute as a utility to drive the next industrial revolution.
- RAISE Summit39 min
Data Overload into Actionable Gold: AI’s Rescue Mission for Enterprises Tackling Unstructured Data
Nassime Reyholt, Victoria, Samuel Cohen, Harry Folliter, Robert, Alonzo Garcia
Representatives from Doctolib, Databricks, Alorica, Fergen, and Blackbox AI convened to discuss the critical transition from structured legacy systems to leveraging unstructured data for enterprise decision-making. The panel emphasized that successful AI deployment requires strict governance, real-time evaluation frameworks, and the use of synthetic data to ensure agents can reliably execute tasks without the 80% pilot failure rate common in the industry. By prioritizing data intelligence over model architecture, these leaders outlined a roadmap for moving from experimental playground agents to autonomous systems that self-correct in live production environments.
- RAISE Summit31 min
Clarifai, Oracle, TensorWave, Cherry & Vaire: Sovereign AI in a Borderless Tech World
Nadia, Rodolfo, Don Barnetson, Peter Tomasik, Hakim Lumi, Matt Zehler
Panelists including Peter Tomasik, Hakim Lumi, and Don Barnetson established that physical infrastructure and talent are the primary prerequisites for Sovereign AI, warning that Europe faces a competitive deficit while the Middle East leverages energy wealth to emerge as a third global contender. The discourse highlighted significant risks regarding stranded hardware assets due to rapid obsolescence and emphasized that current enterprise adoption remains driven by pragmatic cost and performance rather than theoretical sovereignty. Strategic recommendations from the session urge diverse silicon sourcing, cohesive national policy frameworks, and a shift toward "security by design" to address the complex vulnerabilities inherent in large language model deployment.
- RAISE Summit40 min
Antoine Bordes (Helsing) & Gaël Varoquaux (INRIA): Where Public Research Meets Innovation
Antoine Bordes, Gaël Varoquaux, Rob, Isabelle Riel, Joëlle Barral
At the expanded RAISE conference, experts from institutions including INRIA, Google DeepMind, and Helsing discussed the critical friction between public research and private innovation in the European AI ecosystem. Panelists outlined a 2035 vision where generative AI transforms healthcare and defense through rapid commercialization, while warning that bureaucratic bottlenecks and a "one-way door" for talent are stifling Europe's competitive growth. The discussion emphasized a need to shift from funding isolated technologies to building scalable products that bridge the gap between foundational academic discovery and urgent market application.
- RAISE Summit34 min
Ori, PolyAI, Cresta, Writer & Fireworks AI: Is Enterprise Defensibility Possible in an AI's World?
Mike Butcher, May Habib, Russell Banzon, Nicola, Lynn, Amalia, Mahdi
Industry leaders convened to declare that traditional SaaS and seat-based pricing models are collapsing as enterprises pivot to agentic AI, where value is derived from direct outcomes and autonomous revenue generation rather than software access. The consensus emphasizes that architectural advantages are temporary, with true defensibility emerging only through proprietary data flywheels and comprehensive organizational adoption strategies that integrate AI into core workflows. Looking toward 2025, the panel predicts a surge in production-level deployments driven by a tenfold reduction in infrastructure costs, forcing companies to prioritize offensive scaling over defensive postures to survive rapid market disruption.
- RAISE Summit35 min
AI Visionaries Panel: Collaboration is All You Need! Open Source as AI's Great Accelerator
Olivier, Ankit, Matt, Mitchell, Jim, Jonathan
Leaders from Nvidia, Red Hat, Mozilla, and the Linux Foundation convened to analyze the symbiotic relationship between AI-driven investment strategies and the accelerating open-source ecosystem. The panel emphasized that while artificial intelligence boosts code velocity, the primary value in commercial open source now lies in community coordination and neutral standards that prevent market fragmentation. Key outcomes included the identification of a "reverse venture capital" approach for selecting durable projects and a consensus that human oversight remains critical for navigating the legal and architectural challenges of AGI development.
- RAISE Summit22 min
WEKA, Cohere, Nebius: Rewriting the Rules Agentic AI and the Race to Scale
Lauren Vaccarello, Cécile Robert-Michon, Dan Shtan, VYACHESLAV TYKHONOVSKYI, DAN GALPIN, Danila
At a panel on AI infrastructure and economics, Weka CMO Lauren Vaccarello, Cohere's Cécile Robert-Michon, and Nabeus CTO Dan Galpin discussed the necessity of rethinking legacy systems to support massive scale and agentic AI. The speakers emphasized that modern requirements prioritize intelligence per token over raw cost efficiency, citing Nabeus's software-first approach that achieves near-NVIDIA benchmark performance without virtualization and Cohere's converged storage solutions that deliver 20x faster checkpointing. They concluded that enterprises must abandon rigid long-term planning in favor of short-cycle agility to navigate the rapidly shifting demands of privacy, security, and compute resources in a commercial AI landscape.
- Y Combinator41 min
Ask These Questions Before Starting An AI Startup
Founder and alignment researcher Sam Altman warns that the imminent arrival of AGI within two to three years forces startups to radically rethink hiring, product design, and long-term strategy beyond traditional focus models. He argues that enterprises will soon bypass external SaaS providers by building internal software with AI, while consumer markets may shift from static apps to on-demand, AI-generated solutions that require new trust mechanisms like automated auditing. Ultimately, Altman urges founders to prioritize solving hard infrastructure problems and societal impact over immediate monetization, as the window to build defensible moats against commoditization and centralized control narrows rapidly.