Latest Interviews
Showing 76–90 of 355 transcripts.
Clear all filters- Milken Institute23 min
Driving Impact Through Strategic Investment | Global Investors' Symposium Mexico City 2025
Rodrigo Bettini, Richard Ditizio, Gina Diez Barroso, Christy Walton, Jean
Jean and Santomara lead a convergence of generational wealth transfer and ocean conservation by deploying impact investing models that support self-sufficient educational institutions and deep-water aquaculture innovations in Mexico and the U.S. Their initiatives prioritize "life skills" and feminine leadership paradigms to address the brain-crossing gap in traditional education, aiming to solve enforcement challenges in no-take zones while fostering 24/7 economic presence. By documenting 10,000 transformative narratives and vertically integrating sustainable supply chains, these leaders aim to redefine legacy through double-digit returns, workforce development, and systemic shifts in how empathy and technical expertise drive global progress.
- 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 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 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 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.
- RAISE Summit41 min
Balderton, Altimeter, TVG, Coatue, Alpha & Harmonic: Investment in AI Who Gets Funded and Why
Max, Avid, Antoine, Apoorv, Maliki, Bernard
A recent analysis reveals that generative AI revenue is currently dominated by semiconductor giants like NVIDIA, creating an inverted economic pyramid where early startups face massive infrastructure costs and power grid bottlenecks. Venture capital strategies are shifting toward large, high-conviction checks focused on deep infrastructure and energy assets, while successful founders must combine deep domain expertise with technical literacy to navigate complex enterprise adoption. Despite these challenges, high-velocity "AI-first" companies like Higgsfield and Lovable are achieving rapid scale and superior margins by leveraging internal AI efficiency before productizing their services.
- RAISE Summit20 min
A Frieside chat with Rafay & BUZZ HPC: Sovereign AI in Action From Infrastructure to Impact
Rafay, BUZZ HPC, Haseeb, Craig
BuzzHPC positions itself as a sovereign AI provider for Canadian enterprises by operating an integrated stack across Sweden and Canada that delivers over 135,000 GPUs while ensuring strict data residency and compliance with regulations like the U.S. Cloud Act. By transitioning from declining bare metal margins to value-added model-as-a-service offerings, the platform achieves revenue per H100 of $3.50 to $5.00 through self-service consumption, multi-tenancy, and enterprise-grade SLAs. This approach satisfies modern developer expectations by offering granular isolation from single units to 1,000+ GPU clusters, enabling efficient end-to-end project hosting without the friction of data movement between hyperscalers and domestic clouds.
- RAISE Summit37 min
Arm, PsiQuantum, Intel, NextSilicon, Lightspeed: Moore’s Law vs AI’s Appetite The Compute Collision
Jean-Anne Philippe, Will Abbey, Elad, Pete Chabot
Intel's Jean-Luc Philippe, ARM's Will Abbey, and experts from Next Silicon and PsiQuantum convened to analyze the shift from traditional transistor scaling toward software-hardware co-design and heterogeneous computing architectures. The discussion highlighted critical advancements in quantum error correction and RISC-V integration while emphasizing that future AI infrastructure requires billions in capital to support hybrid edge-cloud systems and post-quantum cryptography. Industry leaders concluded that the end of Moore's Law necessitates fundamental architectural innovation over brute-force scaling, with a consensus that value is forged through massive, power-intensive supercomputing deployments rather than isolated component optimization.