Latest Interviews
Showing 241–255 of 4,861 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 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 Summit36 min
Infrastructure as Destiny: The Compute-Capital-Cloud Trinity | RAISE Summit 2026
Stephanie Cohen, Don Barneston, Suresh Vasudevan, Greg Matson, Jeff Denworth, Jordan Nanos
Driven by a critical shortage of physical infrastructure against surging AI demand, the event highlights how neoclouds and vendors are shifting from speculative investment to immediate deployment through deep operational partnerships and aggressive capacity underwriting through 2028. Key industry leaders from companies like Cloudflare, Vast Data, and Solidigm discuss how architectural innovations in storage compression, isolated compute environments, and resilient interconnects are solving bottlenecks in copper, optics, and hardware failure rates. Looking ahead, the discussion projects a multi-decade expansion cycle marked by market consolidation, the emergence of machine-to-machine commerce, and the transition of AI inference into a ubiquitous cloud utility embedded within every application.
- 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.
- Y Combinator29 min
Why Ambitious Startup Ideas Are Actually Easier To Sell
PostHog is transitioning from an open-source analytics platform to an AI-driven service that autonomously fixes engineering issues and solves customer support tickets by generating production-ready pull requests. Co-founders James and Tim restructured their operations to align with this new "self-driving software" vision, delegating management duties to the latter so the former can focus exclusively on AI product architecture while the company doubles in size. This strategic pivot replaces traditional manual product management with a system where AI configures workflows and implements fixes based on deep user data, aiming to secure massive market valuation through "insane" ambition rather than conservative growth.
- RAISE Summit38 min
The Chip Revolution: Beyond GPUs to Tomorrow's Processors | RAISE Summit 2026
Robert Wachen, Sara Achour, Walter Goodwin, Antoine Moyroud, Rob
Industry experts from Unconventional.ai, Etched, and Fractile outline a pivotal shift where inference spending will soon surpass training, driven by the emergence of autonomous agents and a transition from GPU-centric compute to system-level challenges in memory bandwidth and thermal management. While Unconventional.ai bets on physics-based dynamics to achieve 1,000x energy efficiency, Etched pursues vertical integration for trillion-parameter models and Fractile optimizes for time as the primary bottleneck. These startups aim to capitalize on hardware design expansion and software automation to overcome current utilization limits that leave data centers operating at only 30-40% matrix multiply efficiency.
- RAISE Summit18 min
Fireside Chat with Philip Johnston, Starcloud & Chetan Puttagunta, Benchmark | RAISE Summit 2026
Philip Johnston, Chetan Puttagunta
StarCloud is a Seattle-based company that has successfully launched StarCloud 1, proving that terrestrial-grade GPUs can perform high-power training and inference in space while overcoming thermal and radiation challenges. The firm plans to rapidly scale its operations through partnerships with SpaceX and other launch providers, targeting a gigawatt-scale constellation of 88,000 satellites by late 2028 to provide near-instant data processing for government, telecommunications, and lunar exploration clients. With a founding team split between aerospace and cloud engineering giants, StarCloud aims to bypass terrestrial energy permitting delays by establishing a fully vertical infrastructure capable of delivering up to 10 terawatts of compute capacity.