Latest Interviews
Showing 301–315 of 1,195 transcripts.
Clear all filters- RAISE Summit19 min
Fabricio Bloisi, CEO of Prosus Group at RAISE 2025
On the one-year anniversary of his appointment as CEO, Fabricio outlined Prosus's strategy to transform its $130 billion valuation into a €1 trillion European tech giant through a $15 billion AI investment and aggressive expansion. The company is accelerating this vision by restructuring 40,000 employees, deploying 200 AI models at portfolio firm iFood, and seeking regulatory approval for a $4 billion acquisition of Just Eat Takeaway. With profitability increasing tenfold and $18 billion in reserves, Prosus plans to double its size and target fintech and e-commerce sectors to secure global leadership in AI-driven commerce execution.
- Goldman Sachs19 min
AI Exchanges: The Role of Data
Neema Raphael, George Lee, Allison Nathan
Nima Raphael, a 20-year Goldman Sachs veteran, details the industry's strategic shift from deterministic coding to probabilistic machine learning, emphasizing the critical role of proprietary enterprise data in driving innovation beyond consumer hype. He argues that future AI differentiation relies on overcoming public data saturation by leveraging trapped internal datasets through rigorous engineering and emerging agent-based automation. Raphael further warns that sustained value depends on distinguishing high-quality insights from synthetic data risks while preparing for new frontiers in video and robotics generation.
- RAISE Summit19 min
Stephanie Cohen - CSO @ Cloudflare: Future of Content & Fair Compensation in the Age of AI
On July 1, Cloudflare implemented a permission-based default policy to block AI scrapers while launching a beta for micropayments via HTTP 402, aiming to transition the web into a value-based economy where content creators control data access. This strategic shift, supported by data showing a 65% surge in training crawler traffic, has drawn criticism from industry figures like BrightData's David Bossert but is defended by CEO Matthew Prince as necessary to repair the broken economic relationship between publishers and tech giants. Complementing this infrastructure, newly appointed Chief Strategy Officer Stephanie Cohen leverages her Wall Street background to guide Cloudflare's expansion into cybersecurity and AI financial services, predicting that high-value human judgment will remain essential even as automation transforms data-rich sectors.
- RAISE Summit19 min
Tanuja Randery, Managing Director EMEA of AWS: Unlocking the AI Mindset
Tanuja Randery, Tineja Ranjari
A global presentation highlighted that AI adoption is outpacing mobile growth, with companies like Amazon and British Telecom reporting hundreds of millions in savings through generative coding agents. While the European market faces a critical talent shortage, AWS outlined its strategy to bridge this gap by training millions of individuals and launching a sovereign cloud infrastructure to ensure data security. The event concluded by urging organizations to accelerate from experimental pilots to high-impact deployments in sectors like healthcare and manufacturing to unlock the projected €600 billion economic potential.
- RAISE Summit19 min
Christina Kosmowski, CEO, LogicMonitor: Scaling Observability, Performance, and the Future of AI
LogicMonitor introduces Edwin, an autonomous agentic AI capable of processing 1.8 trillion metrics to predict and resolve IT infrastructure issues, thereby shifting the focus from reactive firefighting to strategic leadership. This capability is exemplified by IHG, which leveraged the platform to stabilize its global loyalty system across 7,000 hotels and reclaimed up to five hours of weekly labor for its infrastructure lead. The presentation underscores a fundamental evolution where CIOs and executive teams must prioritize technology resilience as a direct driver of brand integrity and organizational growth within this new AI landscape.
- RAISE Summit15 min
Liran Zvibel, Cofounder, CEO of WEKA: Rise of the Token Economy The New Economics of AI
Scheduled for 2025, this event frames the fourth industrial revolution as the dawn of artificial general intelligence, shifting focus from pattern matching to reasoning models that distinguish true AGI capabilities from simple skill replication. Industry leaders and technical experts will address the critical economic divergence between massive training expenditures and the urgent need for cost-efficient inference, highlighting how latency and tokenomics currently dictate profitability. Strategic infrastructure solutions, including server elasticity and pre-fill disaggregation, will be presented as the essential mechanisms for enabling sustainable, just-in-time AI deployment while securing the industry's path to mass adoption.
- RAISE Summit18 min
CoreWeave @ RAISE 2025: Building the Next Generation of Cloud in Europe
CoreWeave announced a strategic all-stock acquisition of Core Scientific to secure 1.3 gigawatts of U.S. power capacity, a move designed to accelerate AI cluster deployment and eliminate intermediary costs. Following its rapid pivot from crypto to artificial intelligence, the company recently completed an innovative IPO and is aggressively expanding its European footprint with $2.2 billion in committed capital and plans to deploy next-generation Blackwell and Rubin Next architectures. This growth trajectory positions CoreWeave to address global power bottlenecks while advising the market that future consolidation will be driven primarily by talent migration rather than traditional mergers.
- RAISE Summit17 min
Wes Cummins, Founder & CEO of Applied Digital: Ellendale’s Purpose Built AI Factory in North Dakota
Applied Digital is expanding its high-power density data center operations by securing a 400-megawatt contract with CoreWeave to construct a North Dakota campus utilizing stranded wind energy and designed for AI workloads. The company transitioned from Bitcoin mining to Tier 3 semiconductor-grade infrastructure after spending $5 billion on this project to ensure "five nines" reliability and extreme cooling standards for hyperscalers. With approximately 3% ownership by NVIDIA, the firm is capitalizing on the shortage of available power sites in the U.S. heartland while planning future phases that will integrate gas assets and explore nuclear options like small modular reactors.
- RAISE Summit18 min
RAISE 2025: Building AI for Security-Minded Enterprises
A French math PhD turned AI leader leveraged their academic background to build the Llama family at Meta before joining Cohere to prioritize business traction and secure, localized enterprise solutions. The speaker details a strategy where data quality and strategic partnerships, such as those with Fujitsu and RBC, drive the development of models optimized for specific languages and industries rather than pursuing Artificial General Intelligence. By focusing on grounded generation and flexible hosting options, the organization ensures data sovereignty and verifiable outputs for regulated sectors while avoiding the inherent risks of trying to mimic human cognition.
- RAISE Summit17 min
RAISE 2025 : Fireside Chat with Amit Bendov, CEO & Co Founder of Gong
Amit Bendov, Brian Bauman, Amit Bhandav
Founded by Amit Bhandav to solve CRM data gaps, Gong.io leverages autonomous AI to capture sales communication and transform enterprise productivity from manual entry to instant, context-aware insights. Operating on a maturity scale between assisted and near-autonomous levels, the platform currently handles high-volume administrative tasks while preserving human judgment for high-liability decisions. As enterprise leaders demand integrated AI for revenue generation, Gong drives adoption by eliminating briefing bottlenecks for Fortune 500 clients while fostering a unique culture that prioritizes employee personal branding and deep client relationships.
- RAISE Summit17 min
Alex Laubscher, CTO of Windsurf: Engineering at the Speed of Change
Alex Laubscher, Dimitris Bontolos
Windsurf has transitioned from a basic coding tool to an AI agentic IDE, rapidly evolving to enable enterprises to write approximately 90% of their code while tackling complex legacy systems through advanced retrieval and memory capabilities. The platform supports this high-velocity adaptation by integrating design files, reducing project iteration times from months to days as seen with partners like Ferrovial, and targeting a 99% productivity increase in software engineering. To secure global enterprise adoption, the company recently established a Frankfurt data center to guarantee GDPR and FedRAMP compliance, ensuring data sovereignty for clients in sensitive sectors while preparing to scale from 100 to hundreds of large European organizations.
- Goldman Sachs10 min
A Contrarian Call on Europe
Despite a historic six-month equity rally, professional investors maintain a constructive stance with deployed capital levels indicating the market remains unsretched. The event highlights a divergence where European value stocks and small caps outperform US large-cap growth, while specific opportunities arise in Chinese AI and German domestic beneficiaries driven by defense spending. Participants further examine strategies to capitalize on compressed index volatility and persistent single-stock dispersion amidst upcoming inflation data and month-end rebalancing pressures.
- The Economist8 min
How much protein do you really need?
A recent discussion detailed the physiological role of proteins as primary structural materials while analyzing dietary guidelines that range from the World Health Organization's 0.8 grams per kilogram recommendation to sports science suggestions of up to 1.6 grams per kilogram. The presentation highlighted that excessive protein intake above this threshold offers no additional muscle growth benefits and may pose kidney risks, particularly when derived from saturated fats and processed meats. Instead of prioritizing extreme dietary calculations, experts advised combining consistent strength training with enjoyable exercise routines to ensure long-term health and muscle maintenance.
- Goldman Sachs10 min
Will Fed Cuts Drive Stocks Higher?
Tony Pasquariello, Chris Hussey
The Federal Reserve signaled a trajectory of five rate cuts over the next few years while revising upward its growth and inflation expectations, a move Goldman Sachs views as consistent with its internal forecasts despite minor timing differences. Investment strategists advocate for a continued focus on US big-cap technology and Japan due to strong earnings momentum and shareholder reforms, while remaining cautious about European markets and potential valuation compression in the US. Market participants will closely monitor upcoming employment data and the evolving US labor landscape as volatility is expected to rise following the October earnings reporting season.
- RAISE Summit15 min
Or Lenchner - CEO of BrightData : The Data Awakening Defining the Future of AI
Bright Data, the world's largest web data collection infrastructure provider, successfully defended its scraping practices in high-profile lawsuits against Meta and X, establishing a legal precedent that defines public data as information freely accessible without login barriers. Serving as the primary data source for major AI labs, the company supplies over 40 billion daily website interactions for training Large Language Models while maintaining strict standards against filtering private or paywalled content. Looking ahead, Bright Data predicts a "dual internet" architecture emerging within six to twelve months that accommodates both human users and autonomous AI agents, eventually evolving into a robotics-focused era where these foundational data models enable complex physical automation.