Latest Interviews
Showing 106–120 of 2,158 transcripts.
Clear all filters- RAISE Summit19 min
The Token-per-Watt Era: What's Next for AI Hyperscalers | Nebius x Accel | RAISE Summit 2026
Roman Chernin, Philippe Botteri
Nebius, an AI-specialized cloud provider led by Chief Business Officer Roman Tchernin, marks its second anniversary as an independent entity with shares rising tenfold following its IPO. The company targets the projected $11 trillion global investment in AI infrastructure by offering a vertically integrated stack ranging from bare metal for hyperscalers to managed inference for AI-native startups. Nebius anticipates that true enterprise adoption beyond current exceptions like fintech firms remains unrealized and aims to future-proof its platform by shifting pricing models toward billing for solved tasks rather than raw compute hours.
- 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 Summit19 min
AI Transformation Playbook: Practical Lessons from our AI-First Journey | Make | RAISE Summit 2026
Visual workflow automation scale-up Make transitioned to an AI-first entity over two and a half years by implementing a three-phase strategy that combined a dedicated "Samurai" transformation team with a mandatory quarterly "AI Bar" for all 300 employees. This structured approach increased internal AI agent usage from 16% to 96% and generated 23 successful projects in a single year, achieving a 70% success rate compared to the industry average of 5–10%. The initiative shifted organizational focus from debating adoption to executing context management, resulting in 73% of projects directly impacting core business KPIs across every department.
- RAISE Summit20 min
Infrastructure-as-Prompt: Turning Intent Into Infrastructure | emma | RAISE Summit 2026
emma, Dmitry Panenkov, Dimitri
EMMA, a Luxembourg-headquartered sovereign cloud provider backed by investors including BlackRock, launched its "Infrastructure as Prompt" platform in September to automate cloud management through natural language interfaces. The system functions as a unified control layer that minimizes data egress costs and reduces deployment time to fifteen minutes by selecting optimal compute instances across hyperscalers and on-premises environments. As European sovereign cloud spending remains a small fraction of the global market, EMMA's approach aims to redefine digital sovereignty by shifting control from geographic location to governance and access management while offering a proprietary fleet of accelerators ranging from enterprise to consumer-grade models.
- RAISE Summit20 min
Self-Driving Production: AI Wrote Your Code. AI Should Fix It, Too. | Traversal | RAISE Summit 2026
Founded by an MIT PhD and Columbia professor, Traversal deploys an AI-driven site reliability engineer that distinguishes itself from traditional correlation-based tools by utilizing a proprietary causal search engine to identify root causes across petabytes of daily telemetry. This platform delivers L5 autonomy in production environments, evidenced by enterprise deployments at American Express that reduced incident resolution times by 58% and Pepsi initiatives that preemptively halted customer-facing outages through historical alert analysis. By integrating a unique production world model, the system autonomously executes complex remediation steps such as traffic failover and code generation, effectively transforming maintenance workflows from reactive war rooms to proactive self-healing operations.
- 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 Summit18 min
Ship the Next: Agentic Cloud for AI Innovation | Alibaba Cloud | RAISE Summit 2026
Alibaba Cloud unveiled its Qwen 3.7 series and comprehensive "Qwen Cloud" ecosystem, integrating over 80 models into a scalable infrastructure capable of supporting 10,000 isolated agent sandboxes per minute. This launch is paired with significant productivity tools like Coder Work, which has attracted 10,000 organizations through spec-driven development, while the company advances its hardware strategy by designing custom GPUs and expanding global data center capacity. By offering predictive billing and memory-optimized hibernation for agents, the strategy aims to cut hosting costs by 70% and prepare enterprises for future agent-to-human operational ratios of 80:1.
- 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.