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  1. RAISE Summit38 min

    The Chip Revolution: Beyond GPUs to Tomorrow's Processors | RAISE Summit 2026

    Robert Wachen, Sara Achour, Walter Goodwin, Antoine Moyroud, Rob

    Industry experts from Unconventional.ai, Etched, and Fractile outline a pivotal shift where inference spending will soon surpass training, driven by the emergence of autonomous agents and a transition from GPU-centric compute to system-level challenges in memory bandwidth and thermal management. While Unconventional.ai bets on physics-based dynamics to achieve 1,000x energy efficiency, Etched pursues vertical integration for trillion-parameter models and Fractile optimizes for time as the primary bottleneck. These startups aim to capitalize on hardware design expansion and software automation to overcome current utilization limits that leave data centers operating at only 30-40% matrix multiply efficiency.

  2. RAISE Summit38 min

    AI Has a Memory Problem | Gelsinger, SK hynix & More | RAISE Summit 2026

    Gelsinger, Hoshik Kim, Vijay Shilpiekandula, Andrew Homan, Louis Delahaye

    The global semiconductor industry is currently navigating a critical bottleneck where exponential AI demand for larger context windows outpaces the linear supply growth of High Bandwidth Memory, leaving the market in a 26% deficit. While a duopoly of SK Hynix and Samsung dominates existing capacity, architects like Cerebras and D-Matrix are pioneering stacked memory solutions expected to boost bandwidth by 50 times, though these innovations will not reach volume production until the late 2020s. Consequently, memory has evolved from a volatile commodity into a strategic infrastructure asset, characterized by long-term contracts and deep supply chain vulnerabilities that threaten global stability amid geopolitical tensions and complex manufacturing constraints.

  3. RAISE Summit39 min

    Welcome to the New Frontier of Agentic AI | Wiz, Merge, You.com & More | RAISE Summit 2026

    Yinon Costica, Gil Feig, Richard Rizk, Saahil Jain, Ed Huang, Jordan Nanos

    Organizations are shifting from single-model reliance to multi-model routing architectures driven by cost sensitivity, governance compliance, and task-specific performance benchmarks. Experts emphasize that successful agentic deployment now depends on engineering harness quality, stable data graphs, and end-to-end token-level encryption rather than raw model intelligence. As the industry transitions into an engineering challenge, future differentiation will stem from strategic tool integrations and robust governance layers that enable safe, long-horizon autonomous workflows.

  4. RAISE Summit21 min

    Building Global out of Europe in the AI Era | Jan Oberhauser, n8n | RAISE Summit 2026

    Jan Oberhauser, Ben Fletcher

    N8N positions itself as an open-source AI workflow orchestration layer that connects diverse models and applications, a strategy validated by adoption from major enterprises like Microsoft, SAP, and the German government. By prioritizing model agnosticism and a "fair code" license, the platform enables organizations to maintain data sovereignty and switch providers to optimize costs and mitigate supply chain risks. Supported by a global network of partners and community ambassadors, N8N continues to expand its enterprise footprint by evolving from a tool for technical builders into an accessible infrastructure for non-technical users to deploy robust, ROI-driven AI solutions.

  5. RAISE Summit21 min

    The Foundation Model Revolution for Structured Data | Frank Hutter, Prior Labs | RAISE Summit 2026

    Frank Hutter

    Founded 18 months ago by Frank Hutter, Souraj Gambier, and Noah, Prior Labs has developed TabPFN, a tabular foundation model that processes structured enterprise data in seconds without retraining. The company achieved state-of-the-art performance on the TabArena leaderboard and delivered measurable results for major clients like Hitachi and Credit Agricole before signing a definitive acquisition agreement with SAP. Under this deal, SAP will invest over €1 billion to scale Prior Labs as an independent European sovereign AI hub while preserving its open-source models and research leadership.

  6. RAISE Summit23 min

    Scaling Global AI Infrastructure | Kevin Cochrane, Vultr | RAISE Summit 2026

    Kevin Cochrane

    Vulture's representative, a recent ultra-running record holder, announced the "Vulture AI Factory," a unified infrastructure stack launching with SUSE to support sovereign cloud operations and decouple GPU inference from CPU orchestration. The speaker outlined a new 30-year "super cycle" of compute innovation while revealing open-source breakthroughs like the Voltron Retriever model and new integrations with NVIDIA, AMD, Dell, and NetApp. Highlighting enterprise adoption through a Marriott International use case and recent hackathon victories in clinical trials and telco operations, the event emphasized a strategic shift toward decentralized, agentic AI architectures.

  7. RAISE Summit21 min

    Opening Fireside: Ramin Hasani, Liquid AI & Ion Stoica, Arena | RAISE Summit 2026

    Ramin Hasani, Ion Stoica, Rachel Metz, Ayaan, Ian

    Led by MIT-derived algorithms and advised by Databricks co-founder Ian, Liquid AI is deploying energy-efficient, hardware-agnostic foundation models designed to run locally on consumer-grade chips rather than massive data centers. This approach addresses a shifting market where enterprises prioritize security and regulatory control by replacing expensive, closed-source systems with open-weight alternatives that offer near-parity in performance for specific tasks like coding and office work. The discussion further highlights a strategic pivot toward specialized "cities" of smaller, deterministic models that interact within agentic pipelines to ensure reliable, human-liability-backed deployment across industries.

  8. RAISE Summit32 min

    ALL-IN Podcast Live: Mati Staniszewski, Co-Founder & CEO of ElevenLabs | RAISE Summit 2026

    Mati Staniszewski, Jason Calacanis

    ElevenLabs has scaled to $600 million in annual recurring revenue with 600 employees while maintaining a 100% retention rate for its original research team. The company differentiates itself through an AI-optimized organizational structure, proprietary IP safeguards that have returned over $22 million to creators, and strategic partnerships with figures like Matthew McConaughey. Looking ahead, CEO Mati Golan aims to achieve a voice Turing test by year-end, leveraging assistive technology for medical patients and a model-agnostic platform to remain independent of larger AI developers.

  9. RAISE Summit24 min

    ALL-IN Podcast Live: Pat Gelsinger, Partner at Playground Global | RAISE Summit 2026

    Pat Gelsinger, Jason Calacanis

    Intel's strategic decline is attributed to a shift from technical to financial leadership that prioritized shareholder returns over R&D, resulting in missed fabrication opportunities and the loss of key markets like Apple and NVIDIA. In response, CEO Pat Gelsinger is driving a foundry pivot and onshoring initiatives under the CHIPS Act to rebuild manufacturing capacity while navigating geopolitical risks centered on Taiwan's vulnerability. Concurrently, the broader semiconductor landscape is expected to mature through a multi-decade AI expansion constrained by energy limits, alongside anticipated quantum computing breakthroughs by 2030 that will redefine computational capabilities.

  10. RAISE Summit22 min

    RAISE Summit Opening: A Fireside with Mark Cuban & Anton Osika, Lovable | RAISE Summit 2026

    Mark Cuban, Anton Osika

    Lovable enables founders, small businesses, and enterprise teams to generate over one million projects weekly by translating plain English descriptions into fully hosted, secure, and monetizable software solutions. The platform has driven significant cost savings, such as a million dollars annually for the healthcare staffing firm Nursa, while empowering non-technical users to act as "AI co-founders" by automating setup tasks like global payments and data governance. Looking ahead, Lovable aims to evolve from a code generation tool into a strategic business advisor that leverages agentic workflows to optimize customer acquisition and internal operations without requiring traditional engineering resources.

  11. RAISE Summit41 min

    ALL-IN Podcast Live: Mark Cuban | RAISE Summit 2026

    Mark Cuban, Jason Calacanis

    Mark Cuban attributes recent NBA parity shifts to new salary cap rules that prevent three-peats while analyzing Jalen Brunson's franchise-driven move to the New York Knicks. He warns of an artificial AI valuation bubble fueled by private capital and warns that without breakthroughs in energy efficiency, massive data center investments risk becoming stranded assets. Concurrently, Cuban argues that AI will augment rather than replace white-collar workers, citing immediate benefits for entrepreneurs in prototyping and potential transformations in precision healthcare through integrated wearable data.

  12. RAISE Summit22 min

    AI Is the New Operating Environment. Data Is the New Control Plane. | RAISE Summit 2026

    David Flynn

    The speaker identifies that the AI arms race hinges on compressing time across token generation, environment deployment, and data orchestration. By replacing legacy 2D client-server protocols with a Linux kernel-native 3D parallel file system, the technology virtualizes existing storage assets to slash deployment timelines by a factor of 70 and eliminates bottlenecks during GPU training. This architectural shift not only mitigates current SSD shortages through efficient hybrid HDD-NVMe and tape strategies but also directly reduces capital and operational expenditures in high-performance computing environments.

  13. RAISE Summit45 min

    Startup Competition Final: RAISE the STAKES | RAISE Summit 2026

    Gleb Budman, Cyrille Saint Olive, Luke Pappas, Shahab Shafieehanjani, Cyril, Rodrigo, Kinga Matua, Charles

    Raise Summit's Raise the Stakes 2026 competition attracted 750 founders from 79 nations who collectively hold $800 million in valuation, with the event judged by executives from Backblaze, Google for Startups, and NEA. The jury selected CurryGen as the top winner for its proprietary biological data workflows, while Neural Trust and Strawberry Browser secured second and third places respectively for their enterprise security and agentic browser platforms. This cohort of finalists represents a high-growth segment of the AI ecosystem that has already raised $56 million and is poised to address urgent market needs in security, drug discovery, and workflow automation.

  14. Sourcery with Molly O'Shea43 min

    Hyperscalers Are Out of Capacity? | MongoDB CEO

    CJ Desai, Molly O'Shea

    Driven by hyperscaler capacity shortages and stringent data sovereignty requirements, major enterprises are migrating workloads back on-premises while adopting heterogeneous AI architectures to manage complex agentic environments. CEO CJ Desai leads MongoDB's strategic response by prioritizing real-time, operational database solutions for AI-native startups and Fortune 500 clients, shifting from traditional model selection to a focus on deterministic outcomes and autonomous administration. This approach positions the company to capitalize on the "AI super cycle" by ensuring the high-quality data layer required to transition experimental prototypes into scalable, production-grade applications in sectors like banking and aviation.

  15. RAISE Summit37 min

    Powering AI Infrastructure: Solving the 21st Century Manhattan Project | RAISE Summit 2026

    Shaun O'Meara, Alex Saroyan, Vik Malyala, Ben Richardson, June Paik, Jeremie Eliahou Ontiveros, Jeremy, Sean Amara, Jun

    By 2027, major AI infrastructure players like Anthropic and CoreWeave aim to scale capacity to tens of gigawatts while overcoming significant hurdles in power delivery, regulatory fragmentation, and supply chain delays. Industry leaders such as Ben Richardson and Sean Amara advocate for standardized, modular architectures and digital twin simulations to mitigate execution risks and reduce the total cost of ownership for inference-heavy workloads. This strategic shift prioritizes operational reliability and full-stack interoperability to support the transition from centralized training clusters to distributed enterprise inference environments.