Latest Interviews
Showing 1–15 of 122 transcripts.
Clear all filters- RAISE Summit40 min
Architecting the Agentic Enterprise | Traversal, Kong, Pigment & Twelve Labs | RAISE 2026
Shubho Sengupta, Anish Agarwal, Carl Mattsson, Eleonore Crespo, Soyoung Lee, Cathy Gao
Moderated by Kathy Gao of Sapphire Ventures, this panel unites five founders to address the critical transition of AI agents from experimental proof-of-concepts to reliable, autonomous enterprise production in 2026. The discussion identifies key obstacles such as non-deterministic failure modes, security friction, and accountability gaps, while proposing strategies like deterministic output layers, structured human-in-the-loop oversight, and outcome-based pricing to ensure value delivery. By analyzing data showing that most current AI initiatives fail to impact EBITDA, the session outlines a roadmap for shifting investment from edge use cases to core business operations through proprietary data infrastructure and stable governance models.
- RAISE Summit39 min
The AI Gold Rush: Models Are Shovels, Data Is the Gold | RAISE Summit 2026
Gareth Davies, Will Bryk, Dmitry Panenkov, Mark Surman, Alex Bouzari, Akhil Ahuja
This panel features industry leaders from Okta, DDN, Mozilla, Emma, and Exa discussing the strategic pivot from model-centric AI to a data-driven economy where proprietary data quality and security determine competitive advantage. Experts highlighted critical infrastructure challenges, noting that 48% of enterprises fail to secure AI agents while emphasizing the urgent need for sovereign data solutions and fair data markets to unlock the exponential costs of agentic inference. The discussion concluded that future enterprise success relies on "data network effects" and robust governance frameworks, as organizations transition from experimental sandboxes to production environments driven by headless, agent-based architectures.
- RAISE Summit39 min
The Trillion Dollar Question: Financing AI's Infrastructure | Modular, IREN & More | RAISE 2026
Tim Davis, Kent Draper, James B. Krellenstein, Wayne Nelms, Erwan Menard, Jeremie Eliahou Ontiveros, Jeremy, Tim Buckley, James Kallenstein
The AI infrastructure sector is undergoing a structural shift toward extreme capital intensity, prompting neoclouds like Iron and Crusoe to adopt complex financing models that blend investment-grade debt, Microsoft prepayments, and diverse revenue streams such as token sales. Simultaneously, industry leaders are addressing asset lifecycle mismatches and energy bottlenecks by leveraging software-driven fungibility for non-NVIDIA silicon and securing "behind-the-meter" nuclear uprates to bypass regulatory delays. This evolving landscape enables lenders to backstop sub-investment grade counterparts while hyperscalers vertically integrate to capture higher margins, ultimately transforming compute into a standardized, tradable commodity.
- RAISE Summit21 min
Energy and AI: Sustainable, Sovereign Industrial Campuses | Alain Wilmouth, 2CRSi | RAISE 2026
2CRSI advances its direct liquid cooling technology through the ITER consortium to power a French AI gigafactory while addressing energy mandates and carbon sovereignty via biomass gasification. The company plans to scale operations from 42 to 400 megawatts across 17 decentralized European sites by 2030, offering on-premise infrastructure that protects intellectual property against geopolitical restrictions. This strategy leverages unused agricultural land to generate jobs and targets space-deployable server models, positioning the firm as a leader in sustainable, sovereign high-performance computing.
- RAISE Summit20 min
Fireside Chat with William Falcon & Ozan Kaya of Lightning AI | RAISE Summit 2026
William Falcon, Ozan Kaya, Olivier Huez, Will
Following a rapid expansion to 160 employees, Voltage Park merged with Lightning.ai to transition from a GPU-as-a-service provider into a full-stack platform serving Gen AI enterprises. This combination integrates 24,000 NVIDIA H100 GPUs across six data centers with Will's software tooling to help clients own their open-source models rather than relying on hyperscalers. The strategic alliance addresses the market gap for dedicated compute, prioritizing high-uptime infrastructure and digital sovereignty for customers like Cursor.
- RAISE Summit20 min
Why the Next Marketing Giant Will Be Hyperlocal, Not Global | HubKonnect | RAISE Summit 2026
Michael outlines a critical market shift where enterprise marketing transitions from national campaigns to hyperlocal activation driven by a centralized intelligence layer that compounds data across millions of location-specific points. This operational reset requires C-suite alignment to replace obsolete agency models with an "Ecosystem as a Service" approach, ensuring data reciprocity and transforming marketers into real-time profit center drivers using Hyperlocal Intelligence. Ultimately, the differentiator for future growth lies not in isolated SaaS tools but in "better operators" who leverage proprietary datasets to execute culture shifts that empower rapid, data-informed decision-making at the individual unit level.
- RAISE Summit21 min
MiniMax: Scaling Intelligence for Everyone | Linda Sheng | RAISE Summit 2026
Minimax has transitioned into a global public leader by deploying its M3 multimodal model, which offers a million-token context window and natively processes text, video, and images across diverse data types. As enterprises advance through AI readiness generations, the company drives token consumption growth while advising founders to establish rapid evaluation benchmarks and leveraging twenty internal AI agents to streamline operations. Looking forward, Minimax predicts narrow-sense AGI in three years, anticipating immediate disruption in finance and legal sectors before healthcare, as organizations diversify models to mitigate vendor lock-in and adopt "co-work" workflows.
- RAISE Summit21 min
AI's Role in Hiring Humans | Plural x Metaview | RAISE Summit 2026
Pierre-Dimitri Gore-Coty, Siadhal Magos
MetaView transforms unstructured recruiting data into actionable insights for an $800 billion market by deploying its core AI workspace and the autonomous "Fillmore" agent to serve both startups and enterprises. The platform builds defensibility through compounding proprietary hiring data and a relentless focus on placement outcomes, enabling small teams to scale hiring capacity globally while removing historical human constraints. This technology shifts the industry toward a dual-role future where humans manage AI orchestration and high-EQ relationship building rather than manual screening.
- RAISE Summit41 min
The Building Blocks of AI: Inside the Open Stack | ZML, LiveKit, ClickHouse & Neo4j | RAISE 2026
Steeve Morin, Russell d'Sa, Alexey Milovidov, Philip Rathle, Abel Samot, Alexey Kurtenkov
Leaders from ZML, ClickHouse, Neo4j, and LiveKit convened to outline the transition from "Old Regime AI" to Agentic AI, highlighting how their respective open-source infrastructures address critical needs in hardware inference, real-time data processing, graph-based context, and human-computer interaction. The panelists emphasized that while models and code face rapid commoditization, sustainable value will derive from proprietary data moats, sovereign infrastructure requirements, and specialized application layers like the proposed "Harness Layer" that supports diverse hardware architectures. With valuations reaching up to $15 billion and strategic integrations such as OpenAI's adoption of LiveKit, these companies argue that software composability and open-source strategies are essential for maintaining performance gains and avoiding vendor lock-in in a GPU-constrained market.
- RAISE Summit21 min
Deepfakes, Bots and Agentic Security | Pindrop x Palo Alto Networks | RAISE Summit 2026
Dr. Vijay Balasubramaniyan, Raphael Marichez, Rafael
Founded in 2011 by Dr. Balasubramanian, PinDrop commercialized "phone printing" technology to replace insecure legacy authentication with acoustic device fingerprinting for voice and video calls. The firm now addresses escalating threats from deepfakes, state-sponsored cyber espionage, and autonomous AI agents by deploying a three-pillar defense model that continuously monitors identity, intent, and action. As the digital landscape shifts toward an era of trillions of AI interactions, the technology ensures humans retain final agency for high-stakes transactions while neutralizing sophisticated fraud tactics.
- RAISE Summit20 min
Six Days in the Field: What a Defense Deployment Teaches About Sovereign AI | RAISE Summit 2026
Dan Wright, Dr. Chaouki Kasmi, Tala Aj Jabri, Shawi Kasmi
UAE-based Taktika AI and US-based Armada successfully deployed a modular, AI-enabled data center in a remote, isolated field environment within six days to address urgent maritime and geospatial intelligence challenges. This sovereign infrastructure operates as a fully air-gapped system, delivering speed and resiliency by utilizing pre-existing mobile assets rather than relying on external cloud providers or complex supply chains. The partnership aims to replicate this high-efficiency model in Europe and the US, targeting organizations with stranded data assets while adapting the technology for both defense and non-defense sectors.
- RAISE Summit36 min
Sovereign Stacks: Building Trusted AI on National Terms | RAISE Summit 2026
Mohsen Moazami, Thomas Di Giacomo, Cory Hawkvelt, Simon Muskett, Gleb Budman, Claire Thomas-Daoulas
Industry leaders including Gleb Budman, Simon Musket, and Thomas Di Giacomo defined sovereign AI as pragmatic organizational control over data and infrastructure rather than mere geographic residency, emphasizing that vendor exit options and workflow autonomy are the true measures of sovereignty. The panel further analyzed how geopolitical export controls and massive capital requirements are driving domestic innovation in China and the Middle East while urging Europe to prioritize open industrial ecosystems over attempting to replicate U.S. hyperscaler models. Ultimately, experts concluded that sovereignty will remain a critical strategic focus through 2035, though its definition will evolve to emphasize resilience and interdependence over isolationist regulatory compliance.
- RAISE Summit38 min
AI and Open Source: Shaping Each Other's Future | RAISE Summit 2026
Raj Dutt, Mark Surman, Oskari Saarenmaa, Gideon Mendels, Charles Zedlewski, Olivier Huez
Leaders from Grafana, Mozilla, Comet, and Together AI convened to define the distinctions between open source and open weight models while debating licensing strategies like AGPL to secure commercial viability against hyperscalers. The panelists analyzed how economic models must balance community adoption with value capture, emphasizing that trust in infrastructure and continuous innovation often drive revenue more than proprietary feature locks. Looking forward, the group predicted a self-reinforcing cycle where AI models trained on open code will increasingly recommend open source solutions, ensuring the ecosystem's dominance despite rising tensions over economic commoditization.
- RAISE Summit21 min
It Takes AI to Break AI: Securing the Agentic Attack Surface | Alice | RAISE Summit 2026
Alice Lead of Product and Engineering Avi Golan explains how enterprises face escalating security and safety risks as AI evolves from static chatbots to autonomous agents with tool-calling capabilities. He details a specialized Agentic AI Red Teaming methodology that moves beyond traditional static scanning to continuously simulate adversarial attacks, ensuring robust threat modeling before production deployment. This approach addresses the unique vulnerabilities of non-deterministic models, such as reasoning manipulation and indirect prompt injection, which have previously led to significant operational failures and legal liabilities across major brands.
- RAISE Summit21 min
0 to $250M ARR in 12 Months: Genspark & the Global Knowledge Worker | RAISE Summit 2026
GenSpark, founded by MIT PhD Wen Sang and a team of ex-Google and Microsoft veterans, has scaled to $250 million ARR and 6,000 enterprise clients by transitioning from a product-led search engine to an AI agent orchestrator that automates complex business workflows. The company distinguishes itself by abstracting model complexity through a unified architecture that integrates over 70 underlying AI models, enabling rapid deployment of custom applications and driving efficiency gains such as a fivefold client increase for specific financial consultants. This technology was showcased at a New York Stock Exchange event where CEO Wen Sang detailed the shift from traditional software tools to autonomous agents that augment human creativity while redefining workforce productivity.