Latest Interviews
Showing 61–75 of 1,510 interview transcripts.
Clear all filters- RAISE Summit19 min
Beyond Creativity: Why Generative Media Is Becoming Core Infrastructure | Fal | RAISE Summit 2026
Gorkem Yurtseven, Joshua Shirazi, Josh Rossi, Gorkham, Yigit Boyar
Alkion Capital Management and FAL AI are capitalizing on a fragmented generative media market by providing a unified platform that hosts over 600 base models for 2 million developers across image, video, and audio modalities. While video generation initially dominated revenue, the platform has pivoted to image editing as Flux models matured, addressing high compute costs and Hollywood's recent adoption of AI-native workflows. Future growth depends on solving cinematic consistency for long-form video and navigating complex IP landscapes, with major expansion anticipated in untapped sectors like healthcare and education.
- RAISE Summit20 min
The Compounding Gap: One Existential AI Infrastructure Crisis | Density AI x Gradient | RAISE 2026
Ganesh Venkat, Zachary Bratun-Glennon
Density AI founder Ganesh Reddy is launching a new wafer-scale, SRAM-based architecture to solve the critical divergence where AI inference demand grows 300% annually against a meager 3% grid expansion and 30% efficiency gains. This initiative builds on Reddy's prior creation of Tesla's Dojo supercomputer, aiming to deliver 10x more intelligence per joule by eliminating the latency and flexibility trade-offs inherent in current GPU and ASIC designs. By targeting the thermodynamic limits of token processing, the company intends to establish a foundational infrastructure capable of sustaining frontier AI growth through the next decade.
- RAISE Summit19 min
Hot Takes & Hard Truths: Building Growth That Compounds | Clay x CapitalG | RAISE Summit 2026
Clay repositions itself as an AI go-to-market platform that transitions sales operations into self-learning revenue engines by integrating third-party data signals to execute scalable growth campaigns. Co-founder Varun leads a strategic shift toward "marketing alpha," utilizing unique tactics like custom film production and rapid, data-driven prospecting to secure high returns on investment for clients such as Canva and Anthropic. The company further distinguishes its value through a new pricing model based on workflow outcomes rather than data tokens, while emphasizing environmental fit in talent acquisition to maximize organizational performance.
- RAISE Summit20 min
Fireside Chat with Matan Grinberg, Founder & CEO of Factory | RAISE Summit 2026
Founded in 2023 by ex-physics PhD Matan Grinberg, Factory operates as a model-agnostic router that enables enterprises to deploy fully on-premises autonomous software agents directly within existing developer workflows. The company rapidly scaled from ten to ten thousand users within months by offering a cost-effective alternative to vendor lock-in, notably accelerating legacy COBOL migration and allowing sovereign data deployments for regulated industries. Backed by investors including Sequoia and Avant Capital, Factory currently automates both software engineering tasks and emerging non-software productivity use cases while predicting a future dominance of open models over frontier closed ones.
- RAISE Summit18 min
AI Is Only as Fast as Your Slowest Process | Jyoti Bansal, Harness | RAISE Summit 2026
After selling AppDynamics to Cisco for $4 billion, Jyoti Bansal founded Harness in 2017 to resolve the velocity gap between AI-generated code and downstream software delivery bottlenecks. The company implements a risk-based autonomy model to automate testing, security, and compliance, enabling major enterprises like JP Morgan Chase and United Airlines to safely ship software twice as fast. Beyond accelerating release cycles, Harness provides cost management tools that tie AI token expenditure directly to business outcomes while advocating for creativity-focused education to counteract AI-induced homogenization.
- RAISE Summit19 min
From Megawatts to Gigawatts: Building the AI Factories | Lenovo x NVIDIA | RAISE Summit 2026
John Donovan, David Hogan, Roxanne Varza
John of Lenovo and David of NVIDIA are advancing a deep engineering partnership to construct gigawatt-scale "AI factories" that integrate hardware, power infrastructure, and software optimization to address a projected global capacity doubling. Their four-stage deployment framework, which spans from conceptual design to post-launch model orchestration, specifically targets the European market's urgent need to close a 12-month GPU access gap while navigating complex regulatory and energy constraints. By combining Lenovo's global manufacturing scale with NVIDIA's regional expertise, the initiative aims to transform Europe into a sovereign AI hub capable of leveraging unique domain data for next-generation robotics and industrial applications.
- RAISE Summit18 min
High Performance Compute: Building the Cloud for AI Teams | Erik Bernhardsson | RAISE Summit 2026
Erik Bernhardsson, Hanel Baveja, Eric, Stephanie Wong, Jose Quinonez
Founded by former Spotify executive Eric in the wake of a pandemic sabbatical, Modal addresses the AI infrastructure gap by rebuilding cloud systems from scratch to manage over 20,000 GPUs without relying on Kubernetes or Docker. The company’s usage-based model currently derives roughly 67% of revenue from LLM inference while introducing proprietary tools like AutoEndpoints to automate deployment and enable dynamic performance optimization. Facing a renewed global GPU shortage, Modal plans to expand its network of cloud partnerships and build proprietary data centers to support the industry's shift toward open-source model fine-tuning and real-time audio-video processing.
- RAISE Summit18 min
Fireside Chat with Anastasis Germanidis, Co-Founder & Co-CEO of Runway | RAISE Summit 2026
Anastasis Germanidis, Grace Isford
Founded in 2019, Runway is pivoting from generative video leadership to creating "world models" that simulate physical physics and 3D consistency through pixel prediction rather than explicit architectural rules. This technical approach enables efficient real-time inference for robotics and gaming, allowing the company to license policy models to clients while achieving superior performance with significantly less compute than larger competitors. Driven by founder Anastasis's philosophy of intentional growth, the firm recently expanded its global headcount to nearly 200 and opened a Paris office to deepen its research focus on physical AI and interactive storytelling.
- RAISE Summit20 min
AI for Work, and Security for AI | ServiceNow | RAISE Summit 2026
Amit Zavery, Yevgeny Dibrov, Jennifer Johnson
As enterprise AI shifts from passive tools to autonomous agents projected to outnumber human assets tenfold, organizations face critical risks of uncontrolled data access and rapid cyber exploitation without centralized governance. To counteract these threats, ServiceNow has integrated Vesa's technology to launch an AI Control Tower, enabling CIOs and CISOs to discover, monitor, and secure non-human identities across all platform integrations. This strategic shift transforms security from reactive to proactive, allowing enterprises to realize billions in efficiency savings while preventing catastrophic breaches in high-stakes environments like retail and supply chain management.
- RAISE Summit17 min
Vibe Coding for the Next Billion | Michele Catasta, Replit | RAISE Summit 2026
Replit President Michele Zanini outlined the company's trajectory toward $1 billion in annual revenue by deploying agentic workflows that target over 60 million users and non-technical citizen developers. The platform utilizes a heterogeneous model strategy combining open-weight and proprietary systems to enable autonomous agents that handle end-to-end business goals without manual UI interaction. This approach forecasts a 2025 workforce shift where employees evolve into agent managers, prioritizing strategic oversight over repetitive execution to drive exponential productivity gains.
- RAISE Summit18 min
Fast by Design: The Infrastructure Powering the Agentic Era | Rodrigo Liang | RAISE Summit 2026
Rodrigo Liang, Monti Saroya, Dylan Patel
SambaNova has secured the first close of a $1 billion funding round at an $11 billion valuation, establishing itself as JP Morgan's preferred inference provider for multi-trillion parameter models. The company differentiates its heterogeneous architecture by delivering up to 10x faster decode performance in full precision, avoiding the accuracy trade-offs of quantization while integrating with NVIDIA and Intel infrastructure. By leveraging a distribution network of 94 subsidiaries, SambaNova targets enterprise adoption through hybrid air-gapped and cloud solutions that prioritize data sovereignty and model choice over direct competition with general intelligence labs.
- RAISE Summit19 min
Inference's Scaling Era | Tuhin Srivastava, Baseten & Corinne Riley, Greylock | RAISE Summit 2026
Tuhin Srivastava, Corinne Riley
Base10 CEO Thuy Hinh projects that AI inference will consume $2.5 trillion of the estimated $5 trillion global AI spend by 2030, prompting the company to deploy an inference cloud with clusters across 90 regions to lower customer infrastructure costs. Driven by open-source models closing the performance gap with frontier closed-source alternatives in just three months, enterprises are increasingly shifting spend to custom models to reduce costs by 70% and retain data sovereignty. Hinh predicts that within 12 to 18 months, a Fortune 500 company will achieve 90% open-source adoption as the market moves toward verticalized cloud solutions capable of supporting high-volume tasks like code generation and biological compound synthesis.
- RAISE Summit18 min
AI Sticker Shock: Open Source as the Answer to Broken Tokenomics | Vipul Ved Prakash | RAISE 2026
TogetherAI, led by Co-founder Vinod Khosla, recently achieved a $8.3 billion valuation after scaling inference volume to 400 trillion tokens monthly while expanding its user base from $100 million to over $1 billion in annual revenue. The company is driving a strategic pivot toward open-source models to address economic pressures and geopolitical sovereignty concerns, countering the dominance of closed ecosystems like Anthropic and OpenAI by offering data residency on U.S. and European infrastructure. To overcome global compute constraints, TogetherAI is executing a sovereign infrastructure strategy that partners with nations facing data center moratoriums, aiming to prevent industrial capture and establish a collaborative commons for future AI development.
- RAISE Summit18 min
How Data Became the Most Indispensable Resource for AI | Or Lenchner, Bright Data | RAISE 2026
Bright Data re-architected its infrastructure to serve exploding demand for visual data in physical AI and robotics, successfully defending its operational model against major legal challenges involving Meta and X. The privately held company, which achieved a $300 million revenue run rate without external funding, distinguishes its Western outsourcing strategy from Chinese competitors' focus on internal data stack development. While navigating potential market corrections, Bright Data maintains a long-term outlook on the necessity of its data ecosystem for global AI training and continues to prioritize hyper-growth over an imminent IPO.
- RAISE Summit17 min
Fireside Chat with Sid Sheth, Founder & CEO of d-Matrix | RAISE Summit 2026
D-Matrix, founded in 2019, has transitioned its SRAM-based Corsair accelerator into mass production while partnering with NVIDIA to deploy heterogeneous compute solutions for the inference-focused agentic era. Moving beyond current SRAM limitations, the company is developing a 3D stacked In-Memory Compute architecture scheduled for a 2027 tape-out, which aims to simultaneously optimize latency and throughput for high-interactivity workloads. This strategic trajectory envisions a market where specialized inference accelerators coexist with HBM-based GPUs, handling distinct layers of the AI pipeline from heavy pre-fill computations to memory-intensive decoding.