Latest Interviews
Showing 91–105 of 1,930 interview transcripts.
Clear all filters- 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 Summit20 min
Fireside Chat with Ekin Dogus Cubuk, Co-CEO of Periodic Labs | RAISE Summit 2026
Founded by former Google Brain and DeepMind researchers, a new company is deploying a hybrid infrastructure of large language models, reinforcement learning, and high-throughput robotics to overcome data limitations in physical science. The Bay Area laboratory automates semiconductor and materials research by executing thousands of daily experiments to create a recursive improvement cycle for chip manufacturing and solid-state chemistry. With an immediate goal of reaching 1,000 experimental trials per day, the venture aims to generate rapid process engineering breakthroughs for the industry while evolving toward profitable intellectual property generation.
- RAISE Summit21 min
From AI Adoption to AI ROI | Glean & Altimeter Capital | RAISE Summit 2026
Arvind Jain, Apoorv Agrawal, Vikas Khannabiswamy, Shyam Gollakota, Vikram Bajaj
Glean, co-founded by former Google and Rubrik executive Arvind Krishnan, differentiates itself in the enterprise AI market by building a proprietary context graph and retrieval layer rather than developing foundation models. The company is strategically pivoting from personal productivity tools to measurable departmental use cases like customer service and legal review to demonstrate clear return on investment amid rising infrastructure costs. By maintaining neutrality across major model providers and utilizing limited forward-deployed engineering, Glean aims to solve the critical gap between raw AI capabilities and secure, accurate enterprise implementation.
- RAISE Summit21 min
The New AI Challenge: Trust, Control, and Scale | JetBrains x NVIDIA | RAISE Summit 2026
As enterprises transition from individual AI literacy to team-level agentic deployment, a strategic shift is required to restructure engineering units into integrated "teams of builders" that maintain shared context across the product lifecycle. This evolution necessitates a three-layer governance framework combining individual tool integration, centralized platform policy enforcement, and collaborative team environments to ensure agentic intelligence remains observable, traceable, and auditable. By leveraging open standards like the Agent Communication Protocol and secure infrastructure solutions, organizations can mitigate risks such as shadow AI and prompt injections while focusing on extracting tangible business value from agentic inference rather than superficial metrics.
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.
- a16z26 min
"Meme Your Dream into Reality" | Replit CEO with a16z
Replit CEO Amjad Chaudry transformed his company from a pre-revenue startup into a profitable entity by leveraging a "build in public" strategy that utilized personal storytelling and exposure therapy to manage public scrutiny. This approach included turning the accidental deletion of a customer database into a trust-building moment by openly admitting fault and rapidly implementing mandatory security fixes. The discussion further outlines how leaders can navigate viral mechanics on platforms like X and Instagram while adopting risk management tactics such as acknowledging mistakes to turn potential crises into positive engagement.
- 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.
- Bank of America34 min
A conversation about business and sport with Gary Neville
The presentation analyzes the $40 billion global economic impact of the World Cup while extracting leadership principles from Sir Alex Ferguson's Manchester United tenure, such as immediate accountability and adaptability. It contrasts historical club management with modern challenges, including the shift toward digital media consumption, AI-driven recruitment, and the necessity of balancing individual star power with collective cohesion in both club and national team contexts. Ultimately, the discussion underscores that sustainable success requires immediate talent acquisition, psychological resilience, and maintaining the sport's accessibility despite evolving financial constraints.
- Bank of America33 min
(Video) A conversation about business and sport with Gary Neville
This comprehensive analysis projects the 2026 World Cup will generate over $40 billion in global GDP while driving a strategic shift from collective team models to individual-centric squads enhanced by AI recruitment and compact defensive units. Leadership principles drawn from Sir Alex Ferguson's tenure emphasize immediate problem-solving and a "winning mentality" cultivated through 100% intensity in training, which remains critical for assimilation of international talent. Concurrently, the industry navigates media evolution toward digital shoulder programming and social engagement, all while grappling with financial sustainability rules that force clubs to balance wage inflation with the immediate need for right-hiring personnel to secure titles.
- RAISE Summit28 min
Fireside Chat with Yann LeCun, Executive Chairman of AMI Labs | RAISE Summit 2026
Yann LeCun, Tom Mackenzie, Chet Haase, Francois Beaufort, Romain Guyett
Yann LeCun founded AMI Labs to develop JEPA-based World Models that overcome the physical reasoning limitations of current Large Language Models by predicting abstract states rather than discrete tokens. This strategic departure from Meta, driven by incompatible visions for Artificial General Intelligence and business focus, positions the Paris-based entity to lead global industrial applications like Level 5 autonomy and domestic robotics. To ensure geopolitical neutrality and preserve data sovereignty, LeCun is also spearheading Project Tapestry, a distributed initiative aggregating parameters from diverse international contributors without requiring raw data sharing.
- 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.
- Bank of America20 min
The Consumer’s Summer Spending Surge
In June 2026, aggregate U.S. consumer spending surged 6.3% year-over-year as discretionary services and retail sectors outpaced necessities, coinciding with a 1.7% acceleration in job growth that narrowed the income spending gap between high- and lower-income households. While Bank of America data indicates this convergence was driven by a 4.1% rise in lower-income wages and a World Cup-induced spike in host city restaurant sales, the event's temporary boost is already fading. Consequently, the personal savings rate dropped to 2.7% as households prioritized consumption over savings, raising concerns about sustainability despite a robust labor market that currently supports further Federal Reserve rate hikes.
- Bank of America24 min
From sports to pop culture: Prediction markets $1 trillion bet
By early July 2026, prediction market volume surged to $13 billion weekly as incumbents like DraftKings and FanDuel launched vertical exchanges while Kalshi captured 4 million new users during the FIFA World Cup. The sector now approaches parity with traditional U.S. sports betting handle, driven by institutional adoption of earnings hedges, retail crypto trading, and a strategic expansion into non-traditional demographics through pop culture markets. Despite these gains, the industry faces significant regulatory uncertainty with active lawsuits in multiple states and a anticipated U.S. Supreme Court ruling on sports event contracts expected by 2027.
- Bank of America30 min
Positive structural case for EM won’t collapse under a few Fed hikes
David Hauner, David Beker, TJ Thornton
BFA Global Research maintains a structurally bullish stance on emerging markets despite tactical caution driven by anticipated Federal Reserve rate hikes and geopolitical tensions in Iran. The firm forecasts that while US economic exceptionalism and strong dollar dynamics pose near-term risks, a strategic buying opportunity is expected in 2027 as global inflation declines and the dollar weakens. Specific market analyses highlight significant volatility in Brazil ahead of its October election and an asymmetric investment thesis for China, where undervalued currencies and strong exports contrast with weak domestic demand.