Latest Interviews
Showing 136–150 of 2,158 transcripts.
Clear all filters- Goldman Sachs19 min
US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth
Recent U.S. economic data reveals unexpectedly resilient job growth and stickier inflation stabilizing near 3%, driven by geopolitical tensions in the Middle East and AI-related price measurement distortions. Goldman Sachs forecasts core PCE inflation to settle around 2.1% with real GDP growth of 2%, prompting expectations that the Federal Reserve will maintain current interest rates through July while shifting its policy stance toward neutralizing inflation regardless of its source. Despite market speculation regarding rate hikes, the primary economic risk remains a potential escalation of the Middle East conflict that could trigger sustained price increases and destabilize financial markets.
- RAISE Summit18 min
Time to First Token: The Metric That Will Define Our Era | Nscale, VAST Data & NVIDIA | RAISE 2026
Kristin Zwez, Jeff Denworth, Rod Evans, Christine
Jensen Huang and Vast Data redefine AI infrastructure economics by shifting the primary metric from hardware utilization to Time to First Token, ensuring that billions in capital investments for massive GPU clusters yield immediate ROI. This evolution integrates storage directly into the core computer to maximize inference speed while driving a business model transition from hourly compute sales to token-as-a-service. Consequently, enterprises are advised to abandon legacy IT stacks in favor of fully integrated data computers and to prioritize executive ownership of AI adoption to avoid costly silos and ensure rigorous bottom-line execution.
- RAISE Summit20 min
Funding the AI Supercycle: IPOs, Liquidity & Growth | Nelson Griggs, Nasdaq | RAISE Summit 2026
Driven by a resurgence in IPO diversity and massive capital needs for AI infrastructure, the public market is experiencing its most active pipeline in over 25 years, highlighted by SpaceX's historic entry into the NASDAQ 100. Valuation benchmarks have shifted toward profitability and significant revenue scales, prompting a strategic pivot from "growth at all costs" to sustainable models while European tech firms increasingly bypass local exchanges for higher U.S. liquidity. Regulatory adjustments, such as NASDAQ's "fast entry" rules, are accelerating listings for mature mega-caps, setting the stage for a robust flow of billion-dollar offerings through 2026.
- RAISE Summit20 min
State of AI Infrastructure: What's Powering AI Today | IREN, Mirantis & NVIDIA | RAISE Summit 2026
Kent Draper, Alex Freedland, Dion Harris, Henri Delahaye
Industry leaders from Iron, NVIDIA, and Mirantis convened to address the critical bottleneck of energy and physical infrastructure limiting the global AI race. The panel outlined a strategic shift toward vertical integration and open standards, exemplified by Iron's European expansion for sovereign AI and NVIDIA's launch of an API-centric ecosystem to streamline compute consumption. Success in this sector now hinges on synchronizing rapid software orchestration with the slower deployment of power grids and data centers to bridge the widening supply-demand gap.
- RAISE Summit18 min
Creativity in the Age of AI | NYSE, Canva & Anthropic | RAISE Summit 2026
Michael Harris, Duncan Clark, Guillaume Princen
Canva executives and Anthropic leaders outlined a strategic convergence where AI acts as a workforce amplification tool rather than a replacement, evidenced by Canva's internal hackathons and Anthropic's enterprise focus on data trust. Their collaboration highlights a shift toward agentic capabilities by 2026, enabling automated workflows like the new Affinity Pro integration and scaled design customization for global marketing teams. The discussion forecasts that ecosystem connectivity and context will drive a 2027 milestone where AI surpasses top human expert performance, fundamentally compressing industry progress timelines.
- Bank of America6 min
Signals & Noise: Our case for 3 rate hikes this year
PFA Securities forecasts three cumulative 75 basis point Federal Reserve rate hikes in late 2026 to correct a policy stance that analysts deem 75 basis points too accommodative relative to flat unemployment and rising core PCE inflation. While some clients dispute the severity of inflation or the Fed Chair's hawkish intent, the firm argues that a 2.5% underlying inflation rate necessitates restrictive measures to prevent long-term credibility loss and yield curve steepening. Consequently, the analysts predict that if the Fed moves, the initial adjustment will likely be a single 50 basis point hike to align financial conditions with mid-cycle norms.
- Bank of America6 min
Must Read Research: High Bar for 2Q; Netflix; Heatwaves and Corn; US TSY Softening Demand
T.J. Thornton, Candace Browning
Civita "Supermanian" projects a robust Q2 2026 earnings season driven by a 28% year-on-year EPS growth forecast, with technology and semiconductors leading the charge despite IBM's record-breaking stock decline. In the consumer tech sector, Netflix faces intense valuation scrutiny over declining engagement metrics and a 50% stock pullback, even as analysts debate the longevity of its ad-supported revenue model against competition from short-form platforms. Concurrently, global agriculture confronts severe supply risks from Northern Hemisphere heatwaves threatening EU corn output, while US Treasury markets navigate diminishing foreign demand as Japanese holdings stagnate and participation in auctions slips below 20%.
- RAISE Summit20 min
ALL-IN Podcast Live: Max Junestrand, CEO & Founder of Legora | RAISE Summit 2026
Max Junestrand, Jason Calacanis
Legora has accelerated to over $100 million in annual revenue while deploying a specialized "legal engineer" workforce to integrate AI-driven end-to-end agents for enterprise legal operations. The company differentiates itself through narrow, fine-tuned models and a proprietary data moat that replaces manual contract review and reduces transaction timelines to as few as twelve days. By compressing legal costs by up to 90% and bypassing the inefficiencies of traditional law firms, Legora is disrupting a market dominated by legacy providers like LexisNexis with a strategy focused on rapid scaling and cross-jurisdictional compliance.
- RAISE Summit18 min
AI's Dropout Problem: Why the Best Agents Never Stop Learning | Decagon | RAISE Summit 2026
Ashwin Sreenivas, Arjun Kharpal, Alan Palleringham, Seth Vargoe
Decagon delivers an outcome-based platform for regulated enterprises that enables large organizations to collaboratively build and safely deploy AI agents across voice, chat, and text channels. The company differentiates itself through a robust deployability layer featuring a testing suite, real-time production monitoring, and a learning loop that automates improvements based on escalated human interactions. By prioritizing infrastructure, compliance, and model cost-efficiency over raw capability, Decagon targets high-stakes sectors like finance and telecommunications to minimize brand risk while driving revenue growth.
- RAISE Summit18 min
CJ Desai, MongoDB & Laura Modiano, OpenAI in Conversation | RAISE Summit 2026
MongoDB, a cloud-native database serving 67,500 customers including JPMorgan Chase, differentiates itself as the only hybrid multi-cloud solution capable of unifying vector data, operational records, and auto-embeddings to support AI-native architectures. As enterprises transition toward 2026 production-grade agentic systems, the platform addresses critical scaling bottlenecks by offering schemaless flexibility that accommodates compressed AI model iteration cycles of just six weeks. This strategic positioning enables organizations to move beyond prototyping by solving data sovereignty concerns while accelerating innovation through forward-deployed engineering support and a unified data layer that eliminates the need for separate vector stores.
- RAISE Summit7 min
Who Controls AI? The Open Source Imperative | Arthur Mensch, Mistral AI | RAISE Summit 2026
Arthur Mensch, Mark Surman, Henri Delahaye
Speakers Arthur and Marc outline a strategic framework for artificial intelligence sovereignty that prioritizes domestic compute security, affordability, and sustainability to mitigate economic inequality and social unrest. They identify open source technology as a critical mechanism for nations to retain control over essential infrastructure, preventing foreign dependency while fostering a global ecosystem where open components serve as the dominant building blocks within the next decade. Although this shift from proprietary chatbots to shared infrastructure is widely anticipated, the speakers warn that realizing this future requires sustained research funding and coordinated interoperability to overcome significant capital and partnership challenges.
- RAISE Summit20 min
Industrializing Intelligence: Building the AI Factory as a System | Vertiv | RAISE Summit 2026
Giordano Albertazzi, Gio Albertazzi
As the AI sector pivots from proven technology to maximizing useful output, infrastructure constraints are driving a shift toward "manufacturing data centers" that prioritize tokens per megawatt over traditional efficiency metrics. Vertiv champions a converged system approach that eliminates seam inefficiencies through pre-engineered modular solutions, enabling grid-interactive powertrains and reducing deployment time by half. This strategy directly lowers the cost per token by ensuring rapid capacity scaling and future-proofing infrastructure for next-generation silicon.
- RAISE Summit14 min
Rewiring the Web: Data Access, AI Agents & the Next Digital Revolution | RAISE Summit 2026
Juras Juršėnas, Fred de Villamil, Chet Haase, Romain Guyett, Francois Chollette, Francisco Neri, Gérald
The event analyzes how the AI era has intensified the demand for live web data while rendering traditional scraping techniques obsolete due to sophisticated anti-bot defenses and shifting regulatory landscapes. It highlights critical economic tensions between content publishers and AI developers, arguing that the current ad-revenue model is threatened by AI aggregators that bypass source websites without compensation. Strategic recommendations focus on transitioning web infrastructure to be optimized for AI agents and establishing new frameworks for data monetization to ensure sustainable value distribution in the emerging agentic commerce ecosystem.
- RAISE Summit19 min
Fireside Chat with Parag Agrawal, Founder & CEO of Parallel Web Systems | RAISE Summit 2026
Parag Agrawal, Karim Jalbout, Vineet Bhanwajani, Vineet Bhanuri, Vineeth Pandey, Vikas Khannabiswamy
Parallels founder Vikas Khannabhiswamy redefined the scale of AI web usage, forecasting agents will consume data 100,000 to 1,000,000 times more than humans by deploying a specialized infrastructure layer for high-volume knowledge work. The platform addresses critical limitations of standard LLMs by integrating real-time web search and applying Shapley values to automate fair compensation for content owners, thereby disrupting traditional web monetization models. This approach targets sectors like AI law, science, and coding while establishing a new revenue framework where publishers are paid proportionally to their specific data contribution.
- RAISE Summit20 min
Qasar Younis, Applied Intuition & Mamoon Hamid, Kleiner Perkins | RAISE Summit 2026
Founded by automotive veterans Mamoun Lachheb and Peter, Applied Intuition pivoted from a robotic taxi ambition to a self-funding platform generating revenue from commercial L4 trucking in Japan and a multi-hundred million dollar defense sector. The company now distinguishes "Physical AI" through end-to-end transformer models that enable dynamic human-machine collaboration across diverse vehicle form factors while maintaining radical pragmatism by keeping 93% of its $1 billion in capital on the balance sheet. This strategy supports a culture of radical pragmatism where over 1,000 engineers prioritize profitability and survival, fostering a "founders mafia" of 40 alumni who spin out new ventures using the company's shared infrastructure.