Latest Interviews
Showing 196–210 of 3,056 transcripts.
Clear all filters- RAISE Summit19 min
Fireside Chat with Parag Agrawal, Founder & CEO of Parallel Web Systems | RAISE Summit 2026
Parag Agrawal, Karim Jalbout, Vineet Bhanwajani, Vineet Bhanuri, Vineeth Pandey, Vikas Khannabiswamy
Parallels founder Vikas Khannabhiswamy redefined the scale of AI web usage, forecasting agents will consume data 100,000 to 1,000,000 times more than humans by deploying a specialized infrastructure layer for high-volume knowledge work. The platform addresses critical limitations of standard LLMs by integrating real-time web search and applying Shapley values to automate fair compensation for content owners, thereby disrupting traditional web monetization models. This approach targets sectors like AI law, science, and coding while establishing a new revenue framework where publishers are paid proportionally to their specific data contribution.
Hyperscalers Are Out of Capacity? | MongoDB CEO
Driven by hyperscaler capacity shortages and stringent data sovereignty requirements, major enterprises are migrating workloads back on-premises while adopting heterogeneous AI architectures to manage complex agentic environments. CEO CJ Desai leads MongoDB's strategic response by prioritizing real-time, operational database solutions for AI-native startups and Fortune 500 clients, shifting from traditional model selection to a focus on deterministic outcomes and autonomous administration. This approach positions the company to capitalize on the "AI super cycle" by ensuring the high-quality data layer required to transition experimental prototypes into scalable, production-grade applications in sectors like banking and aviation.
- RAISE Summit37 min
Powering AI Infrastructure: Solving the 21st Century Manhattan Project | RAISE Summit 2026
Shaun O'Meara, Alex Saroyan, Vik Malyala, Ben Richardson, June Paik, Jeremie Eliahou Ontiveros, Jeremy, Sean Amara, Jun
By 2027, major AI infrastructure players like Anthropic and CoreWeave aim to scale capacity to tens of gigawatts while overcoming significant hurdles in power delivery, regulatory fragmentation, and supply chain delays. Industry leaders such as Ben Richardson and Sean Amara advocate for standardized, modular architectures and digital twin simulations to mitigate execution risks and reduce the total cost of ownership for inference-heavy workloads. This strategic shift prioritizes operational reliability and full-stack interoperability to support the transition from centralized training clusters to distributed enterprise inference environments.
- RAISE Summit20 min
AI Compute: Rebuilt for the Agentic Era | Mark Papermaster, AMD | RAISE Summit 2026
Mark Papermaster, Karim Jalbout
Driven by a surge in AI adoption that propelled its market capitalization from $200 billion to nearly $1 trillion, AMD is targeting server CPU market leadership through a holistic system design philosophy that includes the upcoming 72-node "Helios" rack and two-nanometer "Venice" processors. The company has transitioned from component manufacturing to integrated rack-level solutions by acquiring ZT Systems and deploying open-standard AI stacks across major European supercomputers to address data sovereignty and energy efficiency demands. Underpinning this growth is a scrappy corporate culture focused on customer collaboration, which has enabled a strategic shift toward agentic AI workflows and expanded training for its 33,000-person workforce to align with enterprise needs.
- RAISE Summit25 min
AI, Security & Economic Power: A New Playbook for Democracies | Sebastian Kurz | RAISE Summit 2026
Sebastian Kurz, Jacob Helberg, Sebastian Matthes
At the second Pax Silicon Summit in Washington, European nations acceded to the Paxilica initiative while leaders like Jacob and Sebastian debated the viability of sovereign AI against a backdrop of historic U.S. economic growth driven by an AI boom. The discussion highlighted a strategic divergence where the U.S. promotes an ecosystem-based approach to sovereignty and deregulation, contrasting with European concerns over the Digital Markets Act and the high costs of total vertical integration. Ultimately, experts emphasized that while foundational model dominance remains difficult for Europe, securing critical infrastructure and shifting toward competitiveness are essential to prevent total reliance on superpowers or losing the financial capacity for social welfare.
- RAISE Summit21 min
The Uncomfortable Math of Frontier AI in Production | Kavitha Mariappan | RAISE Summit 2026
At RAISE, approximately 110 exhibitors, including 18% startups and 30% scale-ups, convened to address the shift from perimeter-based security to resilience against autonomous AI agents that now possess economic agency and emergent capabilities. Recent threat intelligence reveals that 53% of recent attacks are AI-related, with adversaries exploiting embedding space geometry and open-source models to bypass traditional deterministic defenses while 88% of enterprises lack the ability to roll back unauthorized agent actions. Experts recommend a strategic pivot toward assuming breach status by inventorying non-human identities, rotating machine tokens, and prioritizing recovery protocols over prevention to counter the asymmetric advantages held by autonomous threats.
- The Diary Of A CEO2h 23m
Alex Hormozi’s Warning: Stop Chasing AI, Build This Instead!
Alex Hormozi outlines a comprehensive framework for navigating business growth, personal resilience, and technological adaptation following the tragic loss of his mother four weeks after a record-breaking book launch. He argues that sustainable success requires prioritizing long-term foundational stability over short-term speed, leveraging "anti-human" traits like patience, and deploying AI only for tactical efficiency while preserving human judgment for high-stakes decision-making. Furthermore, Hormozi emphasizes that future competitive advantages will rely on tangible accountability, real-world stakes, and specialized team structures rather than generic automation, all while maintaining rigorous focus on financial metrics and customer retention.
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI
Dylan Patel, Qasar Younis, Apoorv Agrawal, Arvind Jain, Ariel Cohen, CJ Desai, Gil Feig, Nikhil Benesch, Barak Kaufman, Max Junestrand, Marc Boroditsky, Laura Diorio, Kasser, Mark
RAISE Paris marked a decisive industry shift from speculative hype to enterprise-grade cost reconciliation, as buyers now demand clear ROI and physical AI adoption outpaces volatile large language model growth. Key figures including Applied Intuition's Kasser and analysts from Altimeter Research warned of an impending market bust driven by unsustainable spending, while companies like Navan and TurboPuffer demonstrated new economic models focused on profitability and reduced inference costs. The event concluded with a consensus that success requires resilient multi-model strategies, robust data layers, and a global expansion mindset to navigate rising hardware prices and geopolitical energy constraints.
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI
Max Cook, Matan Grinberg, Pim de Witte, Philip Johnston, Mark Papermaster, Rodrigo Liang, Ramin Hasani, Robin Rombach, Chris Madden, Henri Delahaye, Molly, Philippe, Thomas
At the RAISE Summit, industry leaders like Max Cook and Matan outlined a decisive shift toward agentic AI ecosystems that replace traditional interfaces with natural language and naturalize the routing between frontier and open-source models based on latency and cost. Concurrently, hardware giants such as SambaNova and StarCloud announced billion-dollar investments and space-based compute strategies to overcome power constraints and enable efficient inference on edge devices. This convergence of sovereign AI initiatives, supply chain scaling, and automated software engineering marks a global transition where enterprises treat AI as a deployed product rather than a research tool.
- Bank of America19 min
Global Rates & FX Views: Japan’s GPIF, Fed and ECB
Ralf Preusser, Sphia Salim, Meghan Swiber, Shusuke Yamada, Megan Zweiber, Sia Saleem
Speculation regarding Finance Minister Katayama's support for the GPIF to increase Japanese financial asset holdings has sparked market anticipation of a potential 5% reallocation from foreign to domestic bonds, which could inject roughly 21 trillion yen into the JGB market. This hypothetical shift is projected to exert significant pressure on European government bonds, particularly in France, Spain, and Italy, by triggering an estimated €37 billion in sales that could alter relative value dynamics. Concurrently, the event analysis suggests that while this reallocation presents a modest headwind for US Treasury demand, global central bank strategies remain focused on anticipated September rate hikes for the Fed and ECB before a projected cycle of meaningful cuts begins in 2027.
- Stanford Online49 min
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Applications, AI in Life Sciences
Eric Kauderer-Abrams, Apoorv Agrawal, Eric Abrams, Josh
Chai Discovery and Anthropic are establishing a new drug discovery paradigm by serving as tool providers that convert biological engineering from a trial-and-error art into a scalable, AI-driven discipline. By integrating large language models with wet-lab validation, these firms aim to compress the traditional ten-year development cycle into five years while democratizing research capabilities for individual scientists. The convergence of these technologies, supported by massive data generation and strategic partnerships with major pharmaceutical companies, positions AI-native infrastructure as the critical lever for the United States to compete globally in biotech.
- RAISE Summit12 min
Agents are Here. Compute has to Change | Sachin Katti, OpenAI | RAISE Summit 2026
OpenAI has entered an agentic era where its internal roadmap is realized through AI systems handling nearly all internal token generation and conducting autonomous research tasks. This shift has compressed model release cycles from half a year to monthly intervals by enabling 50x growth in research experimentation and expanding compute demands to include synthetic data and reinforcement learning. As non-engineering departments and AI interns drive adoption, the organization is simultaneously rebuilding its infrastructure with heterogeneous hardware and complex networking to support the iterative, tool-heavy workflows required for this new phase of recursive development.
- RAISE Summit19 min
The Democratization of Engineering | Sassine Ghazi, Synopsys | RAISE Summit 2026
Synopsys CEO Sasan Ghazi outlines a strategic pivot toward full silicon-to-systems co-design following the ANSYS acquisition, enabling cross-domain physical optimization for complex AI and robotics applications. As the industry shifts from monolithic architectures to heterogeneous designs, the company leverages autonomous L4-level AI agents to accelerate chip workflows while addressing severe wafer capacity constraints projected to impact the market by 2030. This approach prioritizes high-fidelity digital twins to reduce prototyping costs and secure supply chains against the surging demand for physical AI infrastructure.
- RAISE Summit21 min
Crusoe's Energy-First Vision for the AI Cloud | Chase Lochmiller | RAISE Summit 2026
Chase Lochmiller, Henri Delahaye, Francesc Campoy, DAN GALPIN, FRANCOIS BEAUFORT
Crusoe is establishing itself as a vertically integrated AI infrastructure leader by relocating compute from traditional hubs to stranded energy sources, having secured over 40 GW in its development pipeline with rapid construction cycles like the 11-month Abilene project. The company recently acquired Atero to deploy its "Crusoe Memory Alloy" for optimized inference, simultaneously shifting its product strategy toward distributed "AI factories" that monetize hardware investments through cost-effective token generation rather than large-scale training. As the industry transitions from theoretical announcements to execution over the next 24 months, Crusoe prioritizes operational resilience and end-user value delivery to dominate the emerging market for decentralized, energy-driven AI services.
- RAISE Summit19 min
Building AI That Gets Work Done | Gautier Cloix, H Company | RAISE Summit 2026
CEO Gautier has transformed the enterprise AI landscape by launching H, a solution that bypasses legacy system barriers through third-generation "computer use" technology capable of mimicking human actions on any software interface. This approach delivers measurable financial returns in weeks rather than months, evidenced by 4–5% procurement savings in construction and streamlined operations for major clients like BNP Paribas. By leveraging cost-effective, proprietary models within Nvidia's ecosystem, H competes globally by prioritizing immediate balance sheet impact over theoretical capabilities, effectively removing the execution layer to let human capital focus on strategic intent.