Latest Interviews
Showing 1786–1800 of 9,959 transcripts.
Clear all filters- RAISE Summit17 min
Stephane Kasriel, Meta Fundamental AI Research (FAIR): Frontier AI From Research to Production
Stephane Kasriel, Stefan, Stephen Beyrer, Romain Guyett
Stefan Beirer leads Meta's Fundamental AI Research division in a $60 billion infrastructure expansion aimed at transitioning AI from academic theory to consumer-scale products through a Bell Labs-style model. This strategy leverages the open-source Llama ecosystem and real-time emotional avatars to drive global adoption while refuting immediate mass displacement fears by citing current hardware limitations. Beirer projects that massive compute investments will drive inference costs down by up to 1,000x within two years, enabling "always-on" devices and accelerating a decade of technological progress comparable to the first industrial revolution.
- RAISE Summit18 min
Ronan Harris (Snap Inc): Bringing AI into the world through augmented reality ft. Bloomberg News
Snap plans to launch new consumer Spectacles next year while leveraging a platform strategy that currently supports 8 billion daily augmented reality lens uses among its 900 million users. The company is differentiating itself from hardware-focused competitors by fostering a developer ecosystem of 400,000 creators and integrating AI partners like Google and OpenAI to drive both ad targeting and third-party experiences. Despite facing stock declines and layoffs, Snap's leadership argues that adopting machine learning and resisting strict age bans are essential for maintaining market relevance against major global competitors.
- RAISE Summit40 min
Softbank, Gen Z VCs, Adagia, F5, Cathay & Samsung NEXT: AI Investment Frenzy The 2001 Remake!
Megan Loyst, Ahmed Getarim, Denis, Chardin Boué, Jonathan Machado, Alok
A diverse panel of investors from GenZBCs, F5, CATA Innovation, Adagia, and Samsung Next, alongside buyer representative Ahmed Getarim, evaluates the current tension between a genuine AI utility revolution and inflated private market valuations. Participants warn of a "hype bubble" where rapid revenue growth in Gen AI clashes with unsustainable unit economics, predicting that 50% of current unicorns will fail while successful ventures rely on proprietary data, vertical integration, and network effects rather than just funding. The group concludes that future viability requires balancing technological acceleration with labor market stability and emphasizes "service as software" as the emerging model for long-term defensibility.
- RAISE Summit40 min
Windsurf, BUZZ HPC, Gnosis, ElevenLabs, Prosus & Bloomberg: The Agentic Economy AI’s Unseen Hand
Rachel Metz, Tim Cowley, Jero, Alex, Matty, Maria Zuber, Matias Niemelaer, Andrzej Baliczak
A diverse panel of industry leaders from BuzzHPC, Prozus, Windsurf, and 11 Labs defined AI agents as autonomous systems requiring multi-modal feedback loops to drive enterprise adoption. Real-world deployments at companies like DHL and Prozus have demonstrated significant operational gains, including 20% faster delivery times and a 1.7 million-hour productivity increase, while OpenAI's $3 billion acquisition of Windsurf validates the technology's strategic value in software engineering. Despite hurdles regarding data disambiguation and regulatory compliance, the panel predicts a shift toward a task-based internet where agents outperform human operators in efficiency and revenue generation.
- RAISE Summit41 min
Balderton, Altimeter, TVG, Coatue, Alpha & Harmonic: Investment in AI Who Gets Funded and Why
Max, Avid, Antoine, Apoorv, Maliki, Bernard
A recent analysis reveals that generative AI revenue is currently dominated by semiconductor giants like NVIDIA, creating an inverted economic pyramid where early startups face massive infrastructure costs and power grid bottlenecks. Venture capital strategies are shifting toward large, high-conviction checks focused on deep infrastructure and energy assets, while successful founders must combine deep domain expertise with technical literacy to navigate complex enterprise adoption. Despite these challenges, high-velocity "AI-first" companies like Higgsfield and Lovable are achieving rapid scale and superior margins by leveraging internal AI efficiency before productizing their services.
- RAISE Summit16 min
June Paik (FuriosaAI): Tensor Contraction Processor: NextGen AI Inference Chip for Data Centers
Seoul-based Furiosa AI CEO Jun Paek unveiled the Renegade, a second-generation silicon chip engineered to solve energy bottlenecks in the shift toward frontier agentic model inference. Built on TSMC's 5-nanometer node, this Tensor Contraction Processor delivers 190% superior tokens-per-second-per-watt performance compared to NVIDIA H100 units by optimizing for 1.5 terabytes per second memory bandwidth and 180-watt power consumption. Currently in the sampling phase with global enterprise clients, the chip enables manufacturers and sovereign sectors to own their full AI stack while drastically reducing the capital and operational costs associated with scaling massive data centers.
- RAISE Summit20 min
A Frieside chat with Rafay & BUZZ HPC: Sovereign AI in Action From Infrastructure to Impact
Rafay, BUZZ HPC, Haseeb, Craig
BuzzHPC positions itself as a sovereign AI provider for Canadian enterprises by operating an integrated stack across Sweden and Canada that delivers over 135,000 GPUs while ensuring strict data residency and compliance with regulations like the U.S. Cloud Act. By transitioning from declining bare metal margins to value-added model-as-a-service offerings, the platform achieves revenue per H100 of $3.50 to $5.00 through self-service consumption, multi-tenancy, and enterprise-grade SLAs. This approach satisfies modern developer expectations by offering granular isolation from single units to 1,000+ GPU clusters, enabling efficient end-to-end project hosting without the friction of data movement between hyperscalers and domestic clouds.
Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil
Elad Gil, Zach Dell, Justin Lopas, Molly O'Shea
Base secured an oversubscribed $1 billion Series C led by Addition, accelerating from its previous $200 million round to fund its "Speed to Power" product designed to bypass traditional grid interconnection delays for data centers. Backed by strategic investors like Lennar and Starwood alongside founders from SpaceX and Tesla, the company is deploying gigawatt-scale battery capacity from its Austin "Factory One" at a target rate of 100 megawatts per month. This capital infusion supports a strategic pivot to replace fossil fuels with cost-efficient solar and storage, aiming to solve critical energy bottlenecks for AI development while expanding operations into high-solar states like California and Florida.
- a16z49 min
Sam Altman on Sora, Energy, and Building an AI Empire
Sam Altman, Ben Horowitz, Erik Torenberg
OpenAI CEO Sam Altman outlines a strategic shift toward extreme vertical integration, establishing a massive global infrastructure stack to support research, consumer products, and hardware while securing partnerships with Nvidia, AMD, and Oracle. The organization prioritizes scientific advancement and world model development, predicting that within two years AI systems will autonomously conduct complex research in physics and biology, though this rapid scaling necessitates new per-generation monetization models. Concurrently, Altman advocates for a measured regulatory approach focused only on superhuman capabilities to avoid stifling innovation, while emphasizing that the ultimate economic value of this infrastructure lies in the successful and gradual deployment of artificial general intelligence.
- The Economist7 min
Mark Carney on dealing with Donald Trump
Mark Carney, Donald Trump, Zanny Minton Beddoes, Prime Minister Carney, Sani
Prime Minister Carney attributes Canada's recent economic stagnation to persistent tariff uncertainty while characterizing U.S. trade policy as a coercive "mafioso" strategy driven by President Trump. In response to this geopolitical rupture, Ottawa is pivoting toward strategic sovereignty by bolstering Arctic defense and cultivating a "variable geometry" of trade alliances to reduce reliance on the American market. This dual approach acknowledges a permanent shift toward high-tariff U.S. protectionism, compelling Canada to prioritize self-sufficiency and diversify global partnerships beyond traditional transatlantic frameworks.
- RAISE Summit18 min
Cohere, Adobe, Teneo: Revolutionizing Enterprise Search with AI. Unlock The Potential of Your Data
Philippe Massoncier, Nick Morales, Abhijit Singh
Adobe and Cohere have formally partnered to integrate Cohere's AI embedding and re-ranking models into Adobe Document Cloud, powering the Acrobat AI Assistant with multilingual and multimodal search capabilities across over 100 languages. This collaboration transforms enterprise search from simple retrieval to intelligent action by unifying fragmented data from systems like Salesforce and SharePoint, while enforcing strict trust pipelines through Retrieval-Augmented Generation to ensure all AI responses are cited to source documents. By offering flexible deployment options including private on-premises infrastructure, the alliance directly addresses critical barriers to enterprise AI adoption such as data silos, security compliance, and the need for context-rich data to enable autonomous AI agents.
- RAISE Summit20 min
Des Traynor, Co-Founder & CSO @ Intercom & Creator of Fin.ai: The Death of SaaS, The Dawn of Agents
Industry leaders identify AI agents as an existential force converging fragmented B2B SaaS workflows, presenting a critical "adapt or die" choice where obsolescence looms for firms unable to deploy robust, job-executing systems within two years. While strategic ambition ranges from efficiency-boosting copilots to full organizational replacements, success hinges on overcoming severe operational hurdles regarding unstructured data, compounding error rates in multi-step chains, and balancing agent agency with strict reliability controls. Although pioneers like Intercom report five-year growth through this paradigm, widespread adoption requires fundamentally rewriting pricing, sales, and validation architectures to bridge the gap between experimental prototypes and production-ready performance.
- RAISE Summit20 min
NYSE, ICONIQ, NFDG/ AI Grant: From SaaS to Superintelligence How AI Is Rewriting Growth Economics
Investors from NFDG and Iconic discuss a private AI market defined by unprecedented valuations for young firms, where aggressive growth expectations now outweigh traditional age-based benchmarks. The dialogue highlights shifting financial mechanics, such as the prevalence of hybrid pricing models and the critical importance of velocity over static data moats in defending against hyperscalers. Looking forward, the speakers identify biology and service-heavy verticals like legal and healthcare as primary arenas for disruption as AI transitions from cloud-enabled tools to native operational infrastructures.
- RAISE Summit20 min
Chris Stephens (Groq) & Judith Gardiner (Equinix): Enabling AI Inference for the European Market
Chris Stephens, Judith Gardiner, Christopher Coleman-
Grok and Equinix have formalized a strategic partnership to deploy AI inference services across Equinix's 270 global data centers, initiating operations in Helsinki with a roadmap for rapid expansion into Southern Europe and Africa. Leveraging specialized 14nm chips that significantly reduce power consumption and Equinix Fabric for low-latency connectivity, the collaboration addresses surging enterprise demand for sovereign cloud solutions and data residency in regulated sectors. This alliance prioritizes speed to market, evidenced by previous 30-day deployment cycles, while integrating sustainability measures such as waste heat recovery and renewable energy sourcing to support the industry's shift toward distributed inference workloads.
- RAISE Summit23 min
A fireside Chat with Mati Staniszewski, CEO & Co-Founder of Eleven Labs ft. Balderton Capital
Founded by Mati Kovacs and Peter, Eleven Labs has evolved from addressing Polish film dubbing limitations into a global AI voice leader operating with offices in the US, Europe, India, and Japan. The company currently executes a dual strategy of frontier research and application development, delivering production-ready voice agents for healthcare scheduling and interactive entertainment while distinguishing itself through high-fidelity dialect recognition and a creator marketplace that has paid over $5 million. Looking forward, leadership is prioritizing a three-tier trust framework for safety and a technical pivot toward combining cascaded reliability with end-to-end Duplex models to achieve human-like latency in the coming year.