Latest Interviews
Showing 1–15 of 61 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 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 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 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 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 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 Summit42 min
Sovereign AI: Piece by Piece | NetApp, Radiant, Hydra Host, Coatue & More | RAISE Summit 2026
George Kurian, Mahdi Yahya, Aaron Ginn, Max Cook, Benjamin Germin, Thomas Koehrer, Thomas Kova, Maddy, Ben
Industry leaders convened to define sovereign AI as a spectrum of national control over critical infrastructure, data residency, and model provenance rather than a binary state. While experts debated the feasibility of achieving true autonomy through hyperscalers, they agreed that geopolitical constraints and physical hardware limitations are driving significant investments in localized data centers and domestic chip ecosystems. The consensus projects a bifurcated future where the US and China maintain full-stack dominance, compelling other nations to navigate a complex landscape of duopoly dependency or costly independent infrastructure development.
- RAISE Summit41 min
From Research to Reality: Why Open Source Is the Engine of AI | RAISE Summit 2026
Ion Stoica, Thomas Wolf, Dillon Rolnick, Eiso Kant, Robin Rombach, Mark Porter, Dylan Rolnick
Founders from Poolside, Databricks, Neuse Research, and Hugging Face, moderated by Mark Porter, convened to debate preventing AI monopoly through open-weight models rather than closed ecosystems. The panelists argued that open source remains the only viable path for critical sectors like robotics and scientific discovery while highlighting risks of geopolitical bias and regulatory lockout under current centralized control. Ultimately, the group emphasized a strategic shift toward commoditized infrastructure and real-world evaluation to avoid security fears and drive the next wave of physical and scientific breakthroughs.