Latest Interviews
Showing 1–15 of 355 transcripts.
Clear all filters- Milken Institute38 min
Mobilizing Capital at Scale: Financing Canada's Next Growth Chapter | Global Dialogues Toronto 2026
Luiza Savage, Jeremy Carter, Hugh Murray, John McKenzie, Tim Wiggan
A recent expert panel identified a severe shortage of financeable projects in Canada, citing regulatory uncertainty and approval friction as the primary drivers behind collapsing energy sector financing and a 15% gap in investment per worker compared to the United States. Leading figures from the TMX Group, TD Securities, and Future Fund Australia emphasized that while capital abundance exists, structural barriers and a lack of ecosystem confidence prevent scaling blue-chip firms and hinder the Prime Minister's goal of catalyzing $1 trillion in investment. To resolve this crisis, speakers called for aggressive deregulation of small and mid-cap projects, tax reforms to lower the cost of capital, and a unified strategy among policymakers and investors to establish clear rules of engagement for long-duration risk capital.
- Milken Institute33 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter, Tony, Tim, Heinz, Alan, Phil, Daniel Metzler
Eldridge Investment Group has solidified control over Asenco to rebuild critical mineral supply chains while simultaneously launching a proprietary AI context layer to reduce dependency on external frontier models. The firm is leveraging its strong insurance balance sheet to navigate a correcting private credit market and investing in Canadian aerospace and data center infrastructure to capitalize on domestic resource advantages. Strategic moves include acquiring the Slovakian AI firm Pseudo Labs and establishing a non-US launch facility in Nova Scotia to mitigate geopolitical risks associated with space logistics.
- Milken Institute39 min
The Global AI Economy: Capital, Sovereignty, & Canada's Future | Global Dialogues Toronto 2026
Susan Li, Aidan Gomez, Dave McKay, The Honorable Evan Solomon, Evan Solomon
Canadian officials and industry leaders convened to outline a national strategy that balances aggressive AI development with robust regulatory oversight, including the establishment of a new safety regulator and a $50 million investment in the AI Safety Institute. Key figures such as Cohere CEO Aiden Gomez and Minister of AI Evan Solomon rejected calls for antitrust relief and existential risk scenarios, instead advocating for independent testing and sovereign control over frontier models to ensure democratic alternatives to U.S. and Chinese dominance. Supported by a $1.4 billion RBC growth fund and a $1.7 billion talent attraction initiative, the plan aims to retain domestic scale-ups while deploying free AI tools to students and creating 90,000 job placements to facilitate workforce adaptation.
- Milken Institute41 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter
Panelists from CPP Investment Board, AGF, and Fortress Investment Group discussed the structural reinvention required for AI adoption and the urgent need to align governance with technological shifts while warning against liquidity mismatches in private credit. The discussion highlighted a convergence of geopolitical risks and US debt sustainability challenges that are driving a shift toward regional supply chains, yet Canada's unique AAA credit rating and infrastructure pipeline present a distinct investment opportunity amidst these global fractures. Experts concluded that capital deployment in North America depends on resolving regulatory headwinds and addressing talent retention to leverage a favorable investment window for renewable energy and diversified economies.
- Bank of America20 min
Global Rates & FX Views: The great central bank review
Ralf Preusser, Agne Stengeryte, Meghan Swiber, Tomonobu Yamashita, Daesh Simha, Agnes Tengaraita, Yamashita-san
The Bank of Japan raised its policy rate to 1.25% amid political pressure from Prime Minister Takaichi's appointees, while simultaneously adjusting climate-related fund operations to facilitate balance sheet normalization. Global central bank strategies diverged as the Federal Reserve signaled rates remain non-restrictive pending market signals, whereas the Bank of England paused active gilt sales to stabilize the long end of the curve. These actions triggered distinct market reactions, including a steeper JGB curve twist, a significant USD/JPY sell-off driven by FX policy concerns, and a mixed but structurally positive medium-term outlook for the British pound.
- Goldman Sachs21 min
Why AI Spending is Driving Rates Higher
Mark Wilson, Jan Scheffel, George Cole
Global fixed income yields have surged to multi-decade highs driven by persistent fiscal deficits, stubborn inflation, and massive corporate capital expenditure for AI infrastructure. Federal Reserve Chair Jerome Powell signaled a continued hawkish stance, asserting that current monetary policy remains insufficient to curb inflation without further tightening. Analysts warn that while geopolitical instability and upcoming elections in France and the US pose political risks, the structural demand for capital from the AI sector and government borrowing will likely keep long-term yields elevated until productivity gains eventually materialize.
- Milken Institute23 min
Conversation with CMS Administrator Mehmet Oz & HHS Chief Counselor Chris Klomp | Global Conference
Mehmet Oz, Chris Klomp, Esther Krofah
Under the strategic mandate "Making America Healthy Again," CMS Administrator Dr. Mehmet Oz and HHS leadership are overhauling the U.S. healthcare system by shifting from fee-for-service to value-based models that target upstream chronic disease prevention and address the nation's 27% unfilled prescription rate. The administration is enforcing strict integrity measures to eliminate $100 billion in annual fraud while simultaneously deploying AI to modernize legacy infrastructure and accelerate FDA drug approvals from 15 years to under five. These initiatives aim to align U.S. drug pricing with global "Most Favored Nation" standards and restore public trust in federal health agencies to counter competitive gaps with international rivals like China.
- 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.
- Milken Institute41 min
Investing in Economic Mobility: Building a Path to Opportunity | Global Conference 2026
Michael Milken, Ted Cruz, Brad Gerstner, Kevin Hassett
The "Invest America Act" mandates the automatic creation of direct-ownership investment accounts for millions of children, a program championed by Senator Ted Cruz and economists like Kevin Hassett as a vehicle for "Opportunity Conservatism" rather than government redistribution. Supported by massive private philanthropy from figures such as the Dells and Ray Dalio, the initiative allows tax-free annual contributions up to $5,000 with projected account values reaching $700,000 by age 35. By targeting the bottom of the income distribution, the White House aims to cultivate a nationwide constituency of young investors while driving a political shift toward expanding personal capital ownership beyond current eligibility thresholds.
- 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.
- Y Combinator22 min
How Photoroom Trained Themselves To Dream Bigger
PhotoRoom, the largest Y Combinator company headquartered in Europe, leveraged a strategic pivot to e-commerce photography to achieve 300 million downloads and serve major clients like Amazon and Uber. Its founders attribute this exponential growth to a cultural shift fostered by YC, which replaced European risk aversion with a "failure-safe" mindset that treats a billion-dollar valuation as an attainable target. By enforcing English-only offices, prioritizing deep vertical focus, and utilizing aggressive resource constraints, the company instilled a mandatory ambition across its team to drive rapid scaling and execution speed.
- 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.