Latest Interviews
Showing 166–180 of 3,055 transcripts.
Clear all filters- RAISE Summit38 min
AI Has a Memory Problem | Gelsinger, SK hynix & More | RAISE Summit 2026
Gelsinger, Hoshik Kim, Vijay Shilpiekandula, Andrew Homan, Louis Delahaye
The global semiconductor industry is currently navigating a critical bottleneck where exponential AI demand for larger context windows outpaces the linear supply growth of High Bandwidth Memory, leaving the market in a 26% deficit. While a duopoly of SK Hynix and Samsung dominates existing capacity, architects like Cerebras and D-Matrix are pioneering stacked memory solutions expected to boost bandwidth by 50 times, though these innovations will not reach volume production until the late 2020s. Consequently, memory has evolved from a volatile commodity into a strategic infrastructure asset, characterized by long-term contracts and deep supply chain vulnerabilities that threaten global stability amid geopolitical tensions and complex manufacturing constraints.
- RAISE Summit39 min
Welcome to the New Frontier of Agentic AI | Wiz, Merge, You.com & More | RAISE Summit 2026
Yinon Costica, Gil Feig, Richard Rizk, Saahil Jain, Ed Huang, Jordan Nanos
Organizations are shifting from single-model reliance to multi-model routing architectures driven by cost sensitivity, governance compliance, and task-specific performance benchmarks. Experts emphasize that successful agentic deployment now depends on engineering harness quality, stable data graphs, and end-to-end token-level encryption rather than raw model intelligence. As the industry transitions into an engineering challenge, future differentiation will stem from strategic tool integrations and robust governance layers that enable safe, long-horizon autonomous workflows.
- RAISE Summit20 min
Beyond the Helpdesk: AI Turning IT Into a Strategic Function | Serval | RAISE Summit 2026
Serval is an AI-native platform that completely rebuilds IT Service Management infrastructure to replace legacy systems like ServiceNow by integrating dual-agent architecture for full automation of enterprise workflows. Co-founded by Jake, the company has driven an 80% automation rate for major clients such as SeatGeek and Ramp, enabling thousands of IT staff to shift from support roles to building cross-functional solutions in marketing, legal, and HR. By treating AI as a core foundation rather than an add-on layer, Serval allows enterprises to eliminate support queues and rapidly reinvent their operational roadmaps every six months.
- RAISE Summit17 min
Keynote by Sunghyun Park, CEO & Co-Founder of Rebellions | RAISE Summit 2026
Seoul-based Rebellion, led by CEO Sunghyun Park, is establishing itself as a mass-production alternative to NVIDIA by delivering air-cooled AI server racks that achieve three times lower capital expenditure and superior efficiency through a custom hybrid SRAM and HBM3e architecture. Backed by strategic investors including SK Hynix and Samsung Foundry, the company's full-stack platform currently processes 14 million daily API calls for mission-critical applications at SK Telecom while prioritizing native open-source software compatibility. By optimizing for tokens per second per watt per dollar, Rebellion aims to diversify the global supply chain with a heterogeneous compute solution that scales via modular chiplets for both inference and emerging AGI workloads.
- RAISE Summit13 min
Keynote by Maor Shlomo, Founder & CEO of Base44 | RAISE Summit 2026
Founded 18 months ago as a one-person "vibe coding" platform, Base44 recently secured a Wix acquisition despite generating over $150 million in annual recurring revenue without external investment. The company achieved 50x growth by restructuring around "Teams of Ones," where individual contributors leverage AI agents to handle end-to-end operations without traditional management layers. This model prioritizes compounding ambitions by reinvesting 30% of time into custom tooling, enabling a single entity to execute hundreds of daily deployments and expansive product initiatives that outpace legacy organizational structures.
- RAISE Summit21 min
Building Global out of Europe in the AI Era | Jan Oberhauser, n8n | RAISE Summit 2026
N8N positions itself as an open-source AI workflow orchestration layer that connects diverse models and applications, a strategy validated by adoption from major enterprises like Microsoft, SAP, and the German government. By prioritizing model agnosticism and a "fair code" license, the platform enables organizations to maintain data sovereignty and switch providers to optimize costs and mitigate supply chain risks. Supported by a global network of partners and community ambassadors, N8N continues to expand its enterprise footprint by evolving from a tool for technical builders into an accessible infrastructure for non-technical users to deploy robust, ROI-driven AI solutions.
- RAISE Summit21 min
The Foundation Model Revolution for Structured Data | Frank Hutter, Prior Labs | RAISE Summit 2026
Founded 18 months ago by Frank Hutter, Souraj Gambier, and Noah, Prior Labs has developed TabPFN, a tabular foundation model that processes structured enterprise data in seconds without retraining. The company achieved state-of-the-art performance on the TabArena leaderboard and delivered measurable results for major clients like Hitachi and Credit Agricole before signing a definitive acquisition agreement with SAP. Under this deal, SAP will invest over €1 billion to scale Prior Labs as an independent European sovereign AI hub while preserving its open-source models and research leadership.
- RAISE Summit23 min
Scaling Global AI Infrastructure | Kevin Cochrane, Vultr | RAISE Summit 2026
Vulture's representative, a recent ultra-running record holder, announced the "Vulture AI Factory," a unified infrastructure stack launching with SUSE to support sovereign cloud operations and decouple GPU inference from CPU orchestration. The speaker outlined a new 30-year "super cycle" of compute innovation while revealing open-source breakthroughs like the Voltron Retriever model and new integrations with NVIDIA, AMD, Dell, and NetApp. Highlighting enterprise adoption through a Marriott International use case and recent hackathon victories in clinical trials and telco operations, the event emphasized a strategic shift toward decentralized, agentic AI architectures.
- RAISE Summit19 min
Pat Gelsinger & Elad Raz: Where Chips Go After the GPU Era | RAISE Summit 2026
Next Silicon has pivoted from high-performance computing to artificial intelligence, deploying its Maverick accelerator which integrates custom RISC-V CPUs with data flow architecture to unify serial and parallel workloads in national laboratory environments. The company's four-generation development strategy emphasizes adaptable, software-driven designs that support evolving non-Transformer models while maintaining compatibility with legacy Fortran and modern CUDA ecosystems. Looking forward, Next Silicon anticipates a market shift toward 10,000x efficiency gains and 3D physical modeling, requiring unified memory spaces to handle continuously learning systems rather than the fragmented training and inference phases of current AI.
- RAISE Summit19 min
AI and the Age of Compression | Scott Woody, Stripe | RAISE Summit 2026
AI-native companies achieving rapid revenue expansion are redefining business strategy by replacing traditional moats and long-term planning with continuous auto-cannibalization and parallel reinvention across all operational functions. To sustain this velocity, organizations employ compressed two-week planning cycles, internal product competition, and high-agency generalist teams paid premium rates to navigate inherent market volatility. This approach demands a fundamental shift where leaders, including founders and CFOs, personally manage granular unit economics and simultaneously execute multiple go-to-market models to adapt faster than competitors.
- RAISE Summit19 min
The Infrastructure Powering Live AI | Decart x Bloomberg | RAISE Summit 2026
CART, a 100-person AI lab, leverages its proprietary DOS stack to generate world-class real-time video models capable of powering autonomous robots and live virtual try-ons for e-commerce partners like Amazon. The company's "Lucy" interface enables photorealistic interactions in live streams and shopping feeds, reportedly tripling sales volumes while streamers achieve seven-fold engagement increases. With a roadmap projecting significant breakthroughs in physical AI and software engineering within 18 to 24 months, CART deploys forward-deployed teams to customize these high-performance solutions for specific enterprise KPIs.
- RAISE Summit21 min
Opening Fireside: Ramin Hasani, Liquid AI & Ion Stoica, Arena | RAISE Summit 2026
Ramin Hasani, Ion Stoica, Rachel Metz, Ayaan, Ian
Led by MIT-derived algorithms and advised by Databricks co-founder Ian, Liquid AI is deploying energy-efficient, hardware-agnostic foundation models designed to run locally on consumer-grade chips rather than massive data centers. This approach addresses a shifting market where enterprises prioritize security and regulatory control by replacing expensive, closed-source systems with open-weight alternatives that offer near-parity in performance for specific tasks like coding and office work. The discussion further highlights a strategic pivot toward specialized "cities" of smaller, deterministic models that interact within agentic pipelines to ensure reliable, human-liability-backed deployment across industries.
- RAISE Summit9 min
Opening Address by Anne Le Hénanff, French Minister-Delegate for AI | RAISE Summit 2026
Hosted by the French government to position Paris as a global center for sovereign and human-centered AI, the RAISE Summit builds on a three-billion-euro national strategy and Softbank's potential 75-billion-euro investment to accelerate sector-specific breakthroughs. The event highlights the nation's deployment of 600 AI ambassadors, 63 designated data center sites, and a regulatory framework designed to foster a thriving ecosystem that now hosts over 2,000 startups and 50,000 jobs. By leveraging decarbonized energy and initiatives like the Auxilia plan, France aims to drive widespread AI adoption among SMEs while ensuring digital sovereignty without isolationism.
- RAISE Summit13 min
The Golden Age of Software Engineering | Scott Wu, Cognition | RAISE Summit 2026
Founded two and a half years ago, global firm Cognition leverages its autonomous AI agent, Devin, to generate 90% of committed code while scaling engineering output tenfold with only a 40% headcount increase. By closing the full software development lifecycle autonomously, the company enables asynchronous, event-driven workflows that effectively add 130 engineers to every 1,000-person team through a 10:1 human-to-AI ratio. This shift toward outcome-based delivery signals the imminent "Golden Age of Software Engineering," where the primary constraint moves from labor availability to identifying complex problems worth solving.
- 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.