Latest Interviews
Showing 151–165 of 2,158 transcripts.
Clear all filters- The Economist7 min
Why the AI race won't have a winner | The Economist
Europe is pursuing a fragmented AI strategy that leverages sovereign capabilities in specific domains like audio processing and symbolic reasoning to capture a projected $1 trillion market without relying on a single US provider. National governments in France, Luxembourg, and other states are accelerating industrial policy to secure strategic power comparable to oil, prioritizing the ownership of AI infrastructure to enhance civil servant productivity. This approach aims to stabilize the region's economy against global commercial imbalances while addressing demographic challenges by using AI to augment, rather than replace, the aging workforce.
- Bank of America19 min
Global Rates & FX Views: Japan’s GPIF, Fed and ECB
Ralf Preusser, Sphia Salim, Meghan Swiber, Shusuke Yamada, Megan Zweiber, Sia Saleem
Speculation regarding Finance Minister Katayama's support for the GPIF to increase Japanese financial asset holdings has sparked market anticipation of a potential 5% reallocation from foreign to domestic bonds, which could inject roughly 21 trillion yen into the JGB market. This hypothetical shift is projected to exert significant pressure on European government bonds, particularly in France, Spain, and Italy, by triggering an estimated €37 billion in sales that could alter relative value dynamics. Concurrently, the event analysis suggests that while this reallocation presents a modest headwind for US Treasury demand, global central bank strategies remain focused on anticipated September rate hikes for the Fed and ECB before a projected cycle of meaningful cuts begins in 2027.
- Goldman Sachs18 min
Carlos Cordeiro on the Legacy of the FIFA World Cup 2026
The 2026 FIFA World Cup marks a historic first with 48 teams competing across the United States, Canada, and Mexico, generating projected revenues of $14 billion for FIFA and a $20–25 billion impact on U.S. GDP. Under the strategic leadership of co-chair Carlos Cordero, this joint bid leveraged unified North American governance to secure the tournament and fund development programs that currently sustain one-third of global football federations. While aiming to broadcast to 6 billion viewers and shift international perceptions of the region, the event is designed to catalyze a shift in player development, fostering homegrown talent capable of challenging established football powers.
- The Economist7 min
Why Le Pen is keeping Trump at a distance | The Economist
Le Pen, Trump, Edward Carr, Adam Roberts, Sophie Pedder
France currently stands as Europe's only power combining significant military spending with the operational will to deploy forces globally, fostering a strong strategic partnership between President Macron and Prime Minister Starmer. Conversely, the rise of the far-right National Rally under Marine Le Pen threatens to fracture the EU's core France-Germany axis by prioritizing national sovereignty over integration, potentially clashing with Berlin on Ukraine policy and demanding fiscal concessions. While Le Pen's administration seeks to reduce EU contributions and rollback regulations, the French public's reluctance toward total withdrawal may force the party to adopt a more restrained, albeit disruptive, approach to European reform.
- RAISE Summit12 min
Agents are Here. Compute has to Change | Sachin Katti, OpenAI | RAISE Summit 2026
OpenAI has entered an agentic era where its internal roadmap is realized through AI systems handling nearly all internal token generation and conducting autonomous research tasks. This shift has compressed model release cycles from half a year to monthly intervals by enabling 50x growth in research experimentation and expanding compute demands to include synthetic data and reinforcement learning. As non-engineering departments and AI interns drive adoption, the organization is simultaneously rebuilding its infrastructure with heterogeneous hardware and complex networking to support the iterative, tool-heavy workflows required for this new phase of recursive development.
- RAISE Summit19 min
The Democratization of Engineering | Sassine Ghazi, Synopsys | RAISE Summit 2026
Synopsys CEO Sasan Ghazi outlines a strategic pivot toward full silicon-to-systems co-design following the ANSYS acquisition, enabling cross-domain physical optimization for complex AI and robotics applications. As the industry shifts from monolithic architectures to heterogeneous designs, the company leverages autonomous L4-level AI agents to accelerate chip workflows while addressing severe wafer capacity constraints projected to impact the market by 2030. This approach prioritizes high-fidelity digital twins to reduce prototyping costs and secure supply chains against the surging demand for physical AI infrastructure.
- RAISE Summit19 min
Building AI That Gets Work Done | Gautier Cloix, H Company | RAISE Summit 2026
CEO Gautier has transformed the enterprise AI landscape by launching H, a solution that bypasses legacy system barriers through third-generation "computer use" technology capable of mimicking human actions on any software interface. This approach delivers measurable financial returns in weeks rather than months, evidenced by 4–5% procurement savings in construction and streamlined operations for major clients like BNP Paribas. By leveraging cost-effective, proprietary models within Nvidia's ecosystem, H competes globally by prioritizing immediate balance sheet impact over theoretical capabilities, effectively removing the execution layer to let human capital focus on strategic intent.
- Goldman Sachs12 min
How Earnings, Volatility, and AI Capex Are Affecting US Markets
Amid a high earnings bar and $6 trillion in projected AI infrastructure capital demands, the market faces divergent pressures between rising single-stock volatility and muted index fluctuations. Goldman Sachs addresses these tensions by recommending specific trades that exploit anomalous option pricing, such as single-stock collars and highly leveraged downside protection on the S&P 500. These strategies aim to capitalize on compressed index volatility while preparing investors for imminent catalysts including the July PCE inflation print and the Federal Reserve's upcoming FOMC meeting.
- RAISE Summit19 min
Scaling AI Infrastructure for the Agentic Era | Charlie Kawwas, Broadcom | RAISE Summit 2026
Frontier artificial intelligence laboratories are increasingly partnering with Broadcom to deploy purpose-built XPU architectures that replace general-purpose hardware, enabling custom designs that eliminate efficiency losses and proprietary ecosystem taxes. This strategic shift supports a massive scaling trajectory where Broadcom projects over $100 billion in revenue by 2027 while delivering 16 times the current compute capacity through modular chiplet technology. As major clients contract for gigawatt-scale power expansions, the collaboration prioritizes rapid time-to-market for specialized "agentic AI" workloads while addressing supply chain constraints through new advanced packaging facilities.
- RAISE Summit18 min
Your AI Advantage: Turning Intelligence Into Results | Mark Hura, Oracle | RAISE Summit 2026
Enterprise leaders are shifting from experimental AI to applied AI strategies that prioritize specific business outcomes across sectors like healthcare, finance, and construction. Oracle supports this transition by providing a full-stack infrastructure that enables data sovereignty and local inference, while internal success stories demonstrate dramatic efficiency gains such as a 72% reduction in billing errors. Industry executives are advised to align top-down strategic goals with bottom-up operational needs to capitalize on the current accelerated adoption cycle where AI integration drives tangible reductions in cost and burnout.
SpaceX's Former CIO: "Never Worked Harder in My Life"
Ken Venner, Elon Musk, Molly, Jordan
Ken, leveraging his track record of scaling Broadcom and building operational infrastructure at SpaceX, has joined Senra Systems to automate and consolidate the fragmented cable harness market essential for autonomous vehicles. Drawing on principles of first-principles thinking and a "rinse and repeat" manufacturing model, he is deploying AI-driven platforms to transform the industry with a significantly leaner technical team. Over the next year, the organization aims to prove that technology can drastically reduce costs while improving quality, effectively turning a dormant sector into a scalable global enterprise.
- RAISE Summit18 min
Cheap Tokens, Expensive Mistakes: The Real Economics of AI at Scale | RAISE Summit 2026
Liran Zvibel, Dylan Patel, Karen Kwok
Major AI operators are pivoting from pure pricing power to structural cost efficiency, leveraging advanced KV cache offloading and optimized storage architectures to slash inference expenses. Recent benchmarks reveal that NAND-based memory solutions and strategic hardware combinations, such as high-capacity AMD GPUs, can outperform standard setups by up to 20 times in multi-turn agentic workflows while delivering 7x higher throughput. This shift allows emerging providers and frontier labs to significantly expand gross margins, with companies like Anthropic and OpenAI now projecting substantial operating profits driven by these infrastructure innovations rather than model weights alone.
- RAISE Summit19 min
The Mindset Shift Needed to Thrive Alongside AI | Marco Argenti, Goldman Sachs | RAISE Summit 2026
Goldman Sachs has achieved a 20% net engineering productivity gain by shifting from spec-driven to prototype-driven development, where business professionals utilize AI tools to build functional models that engineers then scale. This transformation is underpinned by strict governance frameworks that treat AI output as junior input requiring rigorous code review, alongside a leadership culture where executives actively model adoption while retaining final strategic decision-making authority. Consequently, junior staff now focus on client engagement and apprenticeship rather than mechanical analysis, as internal copilots handle the bulk of data processing and initial research tasks.
- RAISE Summit18 min
Keeping AI Honest: The AI Wave Seen From the Inside | Olivier Pomel, Datadog | RAISE Summit 2026
Datadog reported fiscal revenue projections reaching $4.3 billion, driven by a 30% year-over-year growth rate fueled by rising AI adoption across its diverse customer base. CEO Olivier Limousin highlighted the company's strategic pivot from passive observability to active autonomy through the acquisition of Adaptive ML, aiming to build proprietary models that are faster and cheaper than frontier alternatives. While current systems resolve 40% of issues independently, leadership maintains a culture of rigorous caution to ensure near-perfect accuracy before pursuing full self-healing capabilities.
- RAISE Summit18 min
Betting on the AI Application Layer | Grant Lee, Gamma | RAISE Summit 2026
Gamma, an AI-driven visual communication platform with over 100 million users and a $2.1 billion valuation, is expanding its international footprint by establishing a London office to support its 80% non-US user base. Led by Grant Lee, the company is pivoting from simple slide generation to enterprise-grade brand alignment while adopting a lean organizational structure that prioritizes cohesive user experiences over proprietary model ownership. Lee further advocates for a multi-model strategy to navigate regulatory shifts and positions the current market as a transition from bolting AI onto workflows to fundamentally reinventing product architecture.