Latest Interviews
Showing 1–15 of 89 transcripts.
Clear all filters- 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
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
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 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 Summit40 min
Compute as Capital: Redefining AI's New Currency | WEKA, Akamai, TensorWave & More | RAISE 2026
Val Bercovici, Carmen Li, Parimal Pandya, Sam Tabar, Piotr Tomasik, Robin Wauters
With global AI infrastructure spending projected to reach $7 trillion by 2030, industry leaders identify power access and specialized talent as the primary constraints limiting supply. Experts from White Fiber, Weka, and Silicon Data argue that compute has evolved into a high-value asset class driven by unique market dynamics, including appreciating H-100 GPU values and emerging financial instruments for compute volatility. While current value capture remains anchored in the physical supply chain of chips and energy, the sector anticipates a structural shift toward application-layer returns by 2031 alongside advancements in virtual supercluster technologies and regional market expansion.
- RAISE Summit42 min
The Data Problem: What AI Actually Runs On | RAISE Summit 2026
Matt Fitzpatrick, Philippe Mizrahi, Noam Salinger, Molly Presley, Travers Nisbet, Petrina Anne Steele, Petrina Steele, Emily Fortuna
Enterprise AI adoption remains critically hampered by organizational inertia and legacy infrastructure, with only 5% to 8% of projects reaching production while global compute allocation shifts decisively toward 80% inference needs. Leaders must address fragmented data silos and misaligned workflows by implementing global namespaces and human-in-the-loop validation protocols to ensure agents meet strict liability standards. As constraints evolve from pure data quality to energy supply and physical infrastructure, successful transformation will depend on re-engineering business processes rather than merely overlaying new models onto broken systems.
- RAISE Summit42 min
2035 Decoded: Navigating the Decade Ahead | Dust, Glean & More | RAISE Summit 2026
Gabriel Hubert, Eve Bodnia, Arvind Jain, Nico Laqua, Raphaelle D'Ornano, Chris Blundell
Projected as a 10-to-15-year strategic journey, the panel outlines how enterprises must prioritize context graphs and data ownership over specific models to navigate the divergence between the 125 projected S&P 500 winners and the majority of firms unable to transition to agentic workflows. While Large Language Models dominate creative tasks, the future architecture will integrate Energy-Based Models for critical reasoning, demanding talent with advanced systems thinking to manage non-deterministic risks in sectors like finance and robotics. Long-term competitive advantage will ultimately accrue to organizations that retain control over system specifications and leverage human oversight to compound value through defensible data moats.
- RAISE Summit20 min
Keynote by Alex Saroyan, Co-Founder & CEO of Netris | RAISE Summit 2026
Following a significant network outage two years ago, Netris deployed automated abstraction technology to manage over 35 AI clusters and nearly one million GPUs globally. The platform addresses the five-layer complexity of modern AI infrastructure by replacing error-prone manual configuration with hardware-enforced multi-tenancy and a unified API. This approach ensures rigorous security isolation while supporting diverse hardware ecosystems from GB300 to Vera Rubin, enabling operators to scale deployments safely without building brittle in-house automation.
- RAISE Summit39 min
Failing to Understand the Exponential (Again) | Elastic, AWS, Nebius & More | RAISE Summit 2026
Ashutosh Kulkarni, Pim de Witte, Julien Lépine, Jeremy Fraenkel, Marc Boroditsky, Dylan Patel
A panel of industry leaders characterizes the current AI landscape as an exponential "first chapter" where rapid adaptation is essential, while noting that AWS maintains a strategic advantage by serving both commoditized and premium workloads through a hybrid CPU-GPU architecture. The discussion highlights a critical shift from indiscriminate token consumption to verifiable value creation, driven by the urgent need for AI engineers and the development of governance frameworks that treat agents as distinct security entities. Ultimately, the consensus is that while domains like software coding see immediate ROI, long-term success depends on enterprises leveraging proprietary context and verifying outputs within complex legacy infrastructure.
- RAISE Summit36 min
Infrastructure as Destiny: The Compute-Capital-Cloud Trinity | RAISE Summit 2026
Stephanie Cohen, Don Barneston, Suresh Vasudevan, Greg Matson, Jeff Denworth, Jordan Nanos
Driven by a critical shortage of physical infrastructure against surging AI demand, the event highlights how neoclouds and vendors are shifting from speculative investment to immediate deployment through deep operational partnerships and aggressive capacity underwriting through 2028. Key industry leaders from companies like Cloudflare, Vast Data, and Solidigm discuss how architectural innovations in storage compression, isolated compute environments, and resilient interconnects are solving bottlenecks in copper, optics, and hardware failure rates. Looking ahead, the discussion projects a multi-decade expansion cycle marked by market consolidation, the emergence of machine-to-machine commerce, and the transition of AI inference into a ubiquitous cloud utility embedded within every application.
- RAISE Summit22 min
Powering Europe's Industrial Renaissance | Paolo Guglielmini, NVIDIA | RAISE Summit 2026
Addressing a critical five-fold gap in global AI compute capacity, NVIDIA outlined a strategy for Europe to transition from a technology consumer to a builder by deploying the open Nemotron model stack alongside the upcoming Vera Rubin hardware architecture. This initiative targets a 35x efficiency gain in tokens per megawatt and aims to achieve a 10x expansion in AI capabilities by 2027 through synchronized growth across energy, chips, and applications. The speaker emphasized that achieving this industrial sovereignty requires deep collaboration with partners across France, Germany, and Poland to develop domain-specific solutions in robotics, biology, and agentic software.