Latest Interviews
Showing 76–90 of 809 transcripts.
Clear all filters- RAISE Summit20 min
AI Compute: Rebuilt for the Agentic Era | Mark Papermaster, AMD | RAISE Summit 2026
Mark Papermaster, Karim Jalbout
Driven by a surge in AI adoption that propelled its market capitalization from $200 billion to nearly $1 trillion, AMD is targeting server CPU market leadership through a holistic system design philosophy that includes the upcoming 72-node "Helios" rack and two-nanometer "Venice" processors. The company has transitioned from component manufacturing to integrated rack-level solutions by acquiring ZT Systems and deploying open-standard AI stacks across major European supercomputers to address data sovereignty and energy efficiency demands. Underpinning this growth is a scrappy corporate culture focused on customer collaboration, which has enabled a strategic shift toward agentic AI workflows and expanded training for its 33,000-person workforce to align with enterprise needs.
- RAISE Summit25 min
AI, Security & Economic Power: A New Playbook for Democracies | Sebastian Kurz | RAISE Summit 2026
Sebastian Kurz, Jacob Helberg, Sebastian Matthes
At the second Pax Silicon Summit in Washington, European nations acceded to the Paxilica initiative while leaders like Jacob and Sebastian debated the viability of sovereign AI against a backdrop of historic U.S. economic growth driven by an AI boom. The discussion highlighted a strategic divergence where the U.S. promotes an ecosystem-based approach to sovereignty and deregulation, contrasting with European concerns over the Digital Markets Act and the high costs of total vertical integration. Ultimately, experts emphasized that while foundational model dominance remains difficult for Europe, securing critical infrastructure and shifting toward competitiveness are essential to prevent total reliance on superpowers or losing the financial capacity for social welfare.
- RAISE Summit21 min
The Uncomfortable Math of Frontier AI in Production | Kavitha Mariappan | RAISE Summit 2026
At RAISE, approximately 110 exhibitors, including 18% startups and 30% scale-ups, convened to address the shift from perimeter-based security to resilience against autonomous AI agents that now possess economic agency and emergent capabilities. Recent threat intelligence reveals that 53% of recent attacks are AI-related, with adversaries exploiting embedding space geometry and open-source models to bypass traditional deterministic defenses while 88% of enterprises lack the ability to roll back unauthorized agent actions. Experts recommend a strategic pivot toward assuming breach status by inventorying non-human identities, rotating machine tokens, and prioritizing recovery protocols over prevention to counter the asymmetric advantages held by autonomous threats.
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI
Max Cook, Matan Grinberg, Pim de Witte, Philip Johnston, Mark Papermaster, Rodrigo Liang, Ramin Hasani, Robin Rombach, Chris Madden, Henri Delahaye, Molly, Philippe, Thomas
At the RAISE Summit, industry leaders like Max Cook and Matan outlined a decisive shift toward agentic AI ecosystems that replace traditional interfaces with natural language and naturalize the routing between frontier and open-source models based on latency and cost. Concurrently, hardware giants such as SambaNova and StarCloud announced billion-dollar investments and space-based compute strategies to overcome power constraints and enable efficient inference on edge devices. This convergence of sovereign AI initiatives, supply chain scaling, and automated software engineering marks a global transition where enterprises treat AI as a deployed product rather than a research tool.
- RAISE Summit21 min
Crusoe's Energy-First Vision for the AI Cloud | Chase Lochmiller | RAISE Summit 2026
Chase Lochmiller, Henri Delahaye, Francesc Campoy, DAN GALPIN, FRANCOIS BEAUFORT
Crusoe is establishing itself as a vertically integrated AI infrastructure leader by relocating compute from traditional hubs to stranded energy sources, having secured over 40 GW in its development pipeline with rapid construction cycles like the 11-month Abilene project. The company recently acquired Atero to deploy its "Crusoe Memory Alloy" for optimized inference, simultaneously shifting its product strategy toward distributed "AI factories" that monetize hardware investments through cost-effective token generation rather than large-scale training. As the industry transitions from theoretical announcements to execution over the next 24 months, Crusoe prioritizes operational resilience and end-user value delivery to dominate the emerging market for decentralized, energy-driven AI services.
- RAISE Summit22 min
Fireside Chat with Lin Qiao, CEO & Co-Founder of Fireworks AI | RAISE Summit 2026
At the RAISE conference, Matt Miller of Avantik VC discussed Fireworks AI's specialized intelligence platform with founder Lin Chao, a former Meta AI infrastructure lead who built the company to help businesses own their data-driven models rather than relying on generic APIs. The dialogue highlighted how fine-tuning open-source models on proprietary data allows companies to reduce inference costs by up to tenfold while creating durable competitive moats against commoditized application development. Together, they outlined a strategic shift where long-term business survival depends on continuous model customization and the deployment of millions of specialized models tailored to specific use cases.
- RAISE Summit22 min
David Bitton, David Dubrovsky, Andrew Dieckman & Rachel Metz | Fireside Chat with 5C & AMD
David Bitton, David Dubrovsky, Andrew Dieckman, Rachel Metz
The event examines the strategic co-design partnership between infrastructure builder 5C and chipmaker AMD, which aims to resolve global compute shortages through vertically integrated data centers optimized for multi-generational hardware cycles. Industry leaders prioritize site selection based on power grid capacity, political stability, and proactive community engagement to mitigate opposition while managing the intense market consolidation where top customers control half of global demand. Looking toward a decade ahead, the discussion outlines a bifurcated infrastructure future featuring massive liquid-cooled training clusters alongside edge AI, driven by the necessity of flexible power allocation and deep strategic trust between partners.
- RAISE Summit23 min
Agentic Development Security | Manoj Nair, Snyk | RAISE Summit 2026
Presenting critical findings on the surge of security risks in AI-driven development, this analysis reveals a 108% increase in vulnerabilities linked to agentic workflows and highlights that current frontier models still produce only 60% secure code autonomously. With threat actors already executing attacks within weeks and open models projected to match proprietary capabilities in six months, the session outlines a strategic blueprint requiring independent validation, pre-build context integration, and the eradication of technical debt before scaling adoption. Urging organizations to shift from fragile remediation to resilient, load-bearing architectures, the discussion emphasizes immediate board-level action to secure supply chains and comply with upcoming regulatory frameworks like the EU AI Act.
- RAISE Summit22 min
OpenAI x Cerebras: Sachin Katti & Andrew Feldman in Conversation | RAISE Summit 2026
Sachin Katti, Andrew Feldman, Henri Delahaye
In December 2024, OpenAI and Cerebras finalized a historic $20 billion partnership to deploy GPT-5.6 on Cerebras infrastructure, enabling a record-breaking inference speed of 750 tokens per second while expanding data center capacity across Europe to address sovereign AI demands. This collaboration has accelerated OpenAI's internal operations, establishing Codex as the default interface for all employees and driving a monthly release cadence of frontier models through AI-assisted research workflows. Looking forward, the alliance prioritizes enterprise adoption over token volume, anticipating that the rapid integration of AI agents will fundamentally rewire organizational structures and redefine productivity metrics within the next year.
- RAISE Summit29 min
The Physics of Thought & Architecture of Intelligence | Amin Vahdat, Google | RAISE Summit 2026
The speaker characterizes the current epoch as the dawn of an "intelligence era" where unbounded human ambition and the Jevons Paradox will drive exponential demand for cognitive computing power, surpassing the historical pace of the Industrial Revolution. To meet this surging need, Google is leveraging specialized hardware like the eighth-generation TPU and adopting a relaxed reliability model to enable agentic computing swarms that coordinate autonomous tasks at unprecedented scale. This technological shift is already accelerating scientific breakthroughs, such as rapid protein folding prediction, while necessitating responsible management of the economic turbulence inherent in this transition.
- Bank of America27 min
MOU-nting inflation concerns
Mark Cabana, Svia Salim, Stephen Junot, Megan Swiber
Bank of America Global Rate Strategy analysts project three additional Federal Reserve rate hikes this year, driven by sticky core inflation and geopolitical tensions that have pushed European yields to post-2008 highs amid robust demand from life insurers. While BofA forecasts a temporary inflationary spike from World Cup-related spending in June, the bank anticipates the ECB and BOE will remain responsive to oil-driven risks with the Fed shifting from a cutting bias to a hold or hike stance. Consequently, the firm advises clients to maintain an underweight position across the yield curve, particularly at the front end, to mitigate the potential for further rate increases in the coming months.
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's
Cerebrus has secured a landmark partnership with OpenAI valued at over $20 billion to address the severe shortage of AI infrastructure caused by data center construction lagging behind compute demand. The company employs a co-design strategy to overhaul traditional power and cooling architectures while urging industry participants to diversify chip suppliers to avoid single-vendor lock-in. This surge in hardware innovation, marked by Cerebrus's recent IPO creating 1,000 millionaires, is expected to drive breakthroughs in cancer research, autonomous safety, and personalized education within the next quarter-century.
- Milken Institute27 min
The American Dream at 250 | Global Conference 2026
Jon Clifton, Michael Milken, Anousheh Ansari, Giselle Fernandez, Sanjay Gupta
The Center for the American Dream Initiatives hosted a panel featuring Iranian-born astronaut Sanooch, journalist Giselle Fernandez, and surgeon Sanjay Gupta to highlight how immigrant resilience and access to opportunity fuel the national narrative. Drawing on personal histories and data showing that immigrants view the dream as most thriving despite falling institutional trust, the speakers argued that collective optimism is essential to overcoming domestic polarization. The event further unveiled an interactive, AI-enhanced mural honoring 68 immigrants, reinforcing the thesis that the United States continues to be the primary global destination for those seeking to build a future.
- a16z42 min
Ben Horowitz on the Global Race for Tech, Power, and Influence
Ben Horowitz, Anne Neuberger, Raghu Raghuram, Jen Kha
Andreessen Horowitz is formally launching a global strategy that expands its operations beyond Silicon Valley to secure American technological leadership through dedicated offices in San Francisco and strategic partnerships in key allied regions like Japan, Mexico, and the Middle East. The firm leverages its unique government relations and industry networks to help portfolio companies navigate complex, non-transactional international markets, explicitly aiming to embed democratic values into global AI infrastructure while countering authoritarian tech models. By integrating capital with diplomatic and commercial alliances, the strategy focuses on accelerating the global expansion of U.S. startups and strengthening national security through private-sector innovation in defense and cybersecurity.
- Milken Institute36 min
The AI Investment Cycle: Platforms, Infrastructure, and Markets | Global Conference 2026
Yun-Hee Kim, Dennis Gada, Tony Kim, Lily Liu, Scott Rubner
This event analyzes the current trillion-dollar trajectory of global AI capital expenditure, which is driving a structural market shift away from traditional SaaS models toward a three-layer stack dominated by compute and intelligence providers. Key figures from Citadel, BlackRock, and the Solana Foundation discuss the emergence of machine-to-machine financial rails, the geopolitical bifurcation of sovereign AI, and the impending influx of trillion-dollar AI valuations into public markets. The discourse concludes by projecting long-term economic rewiring that will necessitate new frameworks for human capital, cognitive preservation, and decentralized ownership models.