Latest Interviews
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Software is Eating Labor
The speaker outlines a fundamental shift in the global software economy where autonomous AI agents replace human labor to capture the $13 trillion U.S. wage market, effectively transitioning SaaS from digitizing records to executing end-to-end workflows. This transformation necessitates a move away from seat-based pricing toward outcome-based models, exemplified by pilots at companies like Zendesk and startups that deploy AI to perform tasks ranging from freight negotiation to debt collection. Consequently, venture capital efforts are pivoting to identify enterprises that can fully leverage this automation to monetize vast labor markets previously inaccessible to traditional software solutions.
- All-In Podcast14 min
Multicoin Capital’s Kyle Samani on Internet Capital Markets
At the All In Summit, Multicoin Capital founder Kyle Simani argued that the convergence of scalable blockchain infrastructure and pro-crypto executive orders under the Trump administration is creating a historic inflection point for global capital markets in 2025. New legislative frameworks like the Genius Act and SEC Chair Paul Atkins' directive to update antiquated rules are expected to unify trading, settlement, and media into borderless "super apps" that eliminate legacy intermediaries. Simani predicts this regulatory and technological shift will not merely adapt the existing financial system but will consume its functions, replacing traditional TV analysts with social finance platforms and embedding trading directly into everyday digital behaviors.
- Milken Institute29 min
Singapore Defence Minister & Coordinating Minister for Public Services, Chan Chun Sing | Asia Summit
Chan Chun Sing, Laura Deal Lacey
Amidst global economic stagnation and rising political fragmentation mirroring the pre-World War II era, this event examines strategies to counteract protectionism through deliberate cooperation between governments and the private sector. Singapore's leaders outline four enduring competitive advantages—long-term policy consistency, progressive rule of law, strategic partnerships, and the SkillsFuture initiative—to demonstrate how investment in human capital can maintain social cohesion. The presentation concludes with a call for industry leaders to advocate for integrated global rules and prioritize workforce upskilling, ensuring that technological progress translates into shared prosperity rather than nativist backlash.
- Milken Institute47 min
The State of Global Capital Markets and the Future of Finance | Asia Summit 2025
Richard Lui, David Chua, Michael Goosay, Hisham Hamdan, Noriko Honda Chen
A panel of investment experts analyzed the diverging returns between emerging and developed markets, highlighting Asia's undervalued status despite its dominance in global GDP and growth. The discussion identified a strategic shift toward a "third wave" centered on India and Japan, driven by regulatory reforms, demographic trends, and the need for active management to overcome state-owned enterprise inefficiencies. Participants concluded that navigating liquidity risks, deglobalization, and the AI boom requires skilled investors to capitalize on structural transitions while balancing commercial returns with evolving social mandates.
- All-In Podcast23 min
Rick Caruso on California’s Collapse: Broken Leadership, LA Wildfire Failures & the Fix
Rick Caruso, Karen Bass, Chamath, Jason
In the wake of the Palisades fires, developer Rick Caruso contrasts his private sector emergency preparations against the city's failures, blaming incompetent governance under Mayor Karen Bass for the destruction of 90% of the homes. Caruso argues that ideological politics have paralyzed local authorities, leading him to propose a competency-based administration that enforces zero tolerance for street encampments while simultaneously securing federal aid and infrastructure upgrades for rebuilding. As he evaluates potential political bids, Caruso emphasizes that California must prioritize practical solutions over political maneuvering to reverse systemic decay and restore the state's status as a national leader.
- RAISE Summit19 min
Alok Sama & Nikesh Arora: AI, Cybersecurity, and Bold Leadership
The event outlines a systemic shift toward the democratization of intelligence, where agentic AI transforms search, disrupts traditional ride-sharing economics through autonomous fleets, and expands cybersecurity threats into state-sponsored warfare. Parallel to these technological shifts, the discussion contrasts high-risk investment strategies at SoftBank with Palo Alto Networks' disciplined acquisition model of retaining founders to build unified security platforms. The presentation concludes by warning of an imminent quantum computing vulnerability that threatens current encryption standards before defenders can establish quantum-safe protocols.
- RAISE Summit20 min
Dr. Uri Yerushalmi, Co-Founder&CAIO, Fetcherr: How AI Driven Decision Maximizes Business Performance
Dr. Uri Yerushalmi, Uri Arushalmi
Uri Arushalmi, Chief AI Officer of Fetcher, presents Large Market Models as a quantitative evolution beyond current generative AI, utilizing deep learning on complex market data to simulate probabilistic dynamics rather than just processing text. These systems integrate internal and external data to run computational simulations that select policies maximizing revenue, successfully generating statistically significant revenue uplifts exceeding 10% in A/B testing. By enabling proactive anticipation of market shifts instead of reactive responses, this approach allows organizations to define competitive outcomes through structural market access rather than traditional operational metrics.
- RAISE Summit18 min
Mike Mattacola, CBO of CoreWeave: Building the Next Generation of Cloud in Europe
CoreWeave announced an all-stock acquisition of Core Scientific to secure over 1.3 gigawatts of U.S. power capacity, while its revenue surged from $15.8 million to nearly $2 billion driven by strategic partnerships with major AI firms like Mistral and NVIDIA. The company is aggressively expanding European infrastructure with €1 billion in investments across six data centers and a seventh pipeline, utilizing a global supply chain strategy to mitigate local capital and talent shortages. Looking ahead, CoreWeave aims to lead industry consolidation by focusing on rapid capacity deployment and talent acquisition rather than active mergers, positioning its Blackwell and future Rubin hardware to support the next generation of high-performance computing.
- RAISE Summit21 min
Alexis Ohanian, Founder, 776, Reddit & Victorien Tixier, CEO, ScorePlay: The Future of AI in Sports
Alexis Ohanian, Victorien Tixier, Vic
At an industry conference, Reddit co-founder Alexis Ohanian interviewed Scoreplay CEO Vic LaRosa to discuss how artificial intelligence will commoditize content production while elevating live sports as the premier vehicle for authentic, real-time human connection. Their dialogue highlighted Scoreplay's mission to replace legacy infrastructure with centralized AI automation for media asset management, a strategy designed to unlock global market reach through instant localization and data-driven camera placement. The conversation further emphasized a strategic pivot toward women's sports, where Ohanian argues that re-underwriting assets from first principles and leveraging digital-first storytelling will drive exponential valuation growth and reshape traditional league dynamics.
- RAISE Summit19 min
Jennifer Tejada, CEO&Chairperson, PagerDuty: Never Miss a Beat Building Reliable Experiences with AI
Spotify and PagerDuty are leveraging artificial intelligence and standardized infrastructure to address a 43% surge in major operational incidents that cost enterprises nearly $1 million each. By shifting from a pet-centric to a cattle-centric philosophy, Spotify enforced rigid "golden paths" through its Backstage platform, a move that enabled fleet-wide code transformations and the commercialization of its internal tools as the B2B "Portal" product. This evolution toward automated digital resilience and code remediation prioritizes predictability over developer autonomy, allowing Spotify to manage its massive codebase while transforming into a higher-margin infrastructure provider.
- RAISE Summit10 min
Jack Collier, Chief Growth & Marketing Manager, IO.Net: Why Open Models Need Open Infrastructure
A recent analysis identifies a critical infrastructure bottleneck where centralized control of compute power and API dominance force 70% of users toward closed-source models despite 83% preferring open alternatives. To dismantle these barriers, io.net leverages a global distributed network of over 1,000 GPUs to slash costs from $15 to $3.50 per million tokens while offering transparent, blockchain-verified access for training and inference. The platform is further expanding its ecosystem through a new "Training as a Service" feature and an inaugural hackathon, aiming to accelerate the shift toward a permissionless, decentralized AI future.
- RAISE Summit19 min
Fabricio Bloisi, CEO of Prosus Group at RAISE 2025
On the one-year anniversary of his appointment as CEO, Fabricio outlined Prosus's strategy to transform its $130 billion valuation into a €1 trillion European tech giant through a $15 billion AI investment and aggressive expansion. The company is accelerating this vision by restructuring 40,000 employees, deploying 200 AI models at portfolio firm iFood, and seeking regulatory approval for a $4 billion acquisition of Just Eat Takeaway. With profitability increasing tenfold and $18 billion in reserves, Prosus plans to double its size and target fintech and e-commerce sectors to secure global leadership in AI-driven commerce execution.
- RAISE Summit19 min
Stephanie Cohen - CSO @ Cloudflare: Future of Content & Fair Compensation in the Age of AI
On July 1, Cloudflare implemented a permission-based default policy to block AI scrapers while launching a beta for micropayments via HTTP 402, aiming to transition the web into a value-based economy where content creators control data access. This strategic shift, supported by data showing a 65% surge in training crawler traffic, has drawn criticism from industry figures like BrightData's David Bossert but is defended by CEO Matthew Prince as necessary to repair the broken economic relationship between publishers and tech giants. Complementing this infrastructure, newly appointed Chief Strategy Officer Stephanie Cohen leverages her Wall Street background to guide Cloudflare's expansion into cybersecurity and AI financial services, predicting that high-value human judgment will remain essential even as automation transforms data-rich sectors.
- RAISE Summit23 min
Atindriyo Sanyal, CEO of Galileo: Making Enterprise Gen AI “Reliable”
Galileo, an AI evaluation platform founded by a former Siri architect, addresses the critical "measurement problem" plaguing generative AI by introducing a specialized observability framework designed to productionize complex RAG and multi-step agents. The company's proprietary Luna models provide sub-200ms real-time inference for dynamic guardrails and qualitative-to-quantitative error analysis, effectively solving the latency and accuracy trade-offs that typically hinder enterprise deployment. This approach enables Fortune 500 organizations to move beyond basic statistics and systematically identify nuanced failure patterns in data quality, tool execution, and security across high-stakes workflows.
- RAISE Summit19 min
Tanuja Randery, Managing Director EMEA of AWS: Unlocking the AI Mindset
Tanuja Randery, Tineja Ranjari
A global presentation highlighted that AI adoption is outpacing mobile growth, with companies like Amazon and British Telecom reporting hundreds of millions in savings through generative coding agents. While the European market faces a critical talent shortage, AWS outlined its strategy to bridge this gap by training millions of individuals and launching a sovereign cloud infrastructure to ensure data security. The event concluded by urging organizations to accelerate from experimental pilots to high-impact deployments in sectors like healthcare and manufacturing to unlock the projected €600 billion economic potential.