Latest Interviews
Showing 331–345 of 6,394 interview transcripts.
Clear all filters- RAISE Summit22 min
RAISE Summit Opening: A Fireside with Mark Cuban & Anton Osika, Lovable | RAISE Summit 2026
Lovable enables founders, small businesses, and enterprise teams to generate over one million projects weekly by translating plain English descriptions into fully hosted, secure, and monetizable software solutions. The platform has driven significant cost savings, such as a million dollars annually for the healthcare staffing firm Nursa, while empowering non-technical users to act as "AI co-founders" by automating setup tasks like global payments and data governance. Looking ahead, Lovable aims to evolve from a code generation tool into a strategic business advisor that leverages agentic workflows to optimize customer acquisition and internal operations without requiring traditional engineering resources.
- RAISE Summit18 min
Creativity in the Age of AI | NYSE, Canva & Anthropic | RAISE Summit 2026
Michael Harris, Duncan Clark, Guillaume Princen
Canva executives and Anthropic leaders outlined a strategic convergence where AI acts as a workforce amplification tool rather than a replacement, evidenced by Canva's internal hackathons and Anthropic's enterprise focus on data trust. Their collaboration highlights a shift toward agentic capabilities by 2026, enabling automated workflows like the new Affinity Pro integration and scaled design customization for global marketing teams. The discussion forecasts that ecosystem connectivity and context will drive a 2027 milestone where AI surpasses top human expert performance, fundamentally compressing industry progress timelines.
- RAISE Summit41 min
ALL-IN Podcast Live: Mark Cuban | RAISE Summit 2026
Mark Cuban attributes recent NBA parity shifts to new salary cap rules that prevent three-peats while analyzing Jalen Brunson's franchise-driven move to the New York Knicks. He warns of an artificial AI valuation bubble fueled by private capital and warns that without breakthroughs in energy efficiency, massive data center investments risk becoming stranded assets. Concurrently, Cuban argues that AI will augment rather than replace white-collar workers, citing immediate benefits for entrepreneurs in prototyping and potential transformations in precision healthcare through integrated wearable data.
- a16z1h 20m
Why Physical AI Is the Next Frontier | Applied Intuition with a16z
Marc Andreessen, Erik Torenberg, Qasar Younis, Peter Ludwig
Founded by Peter Cawthorne, Applied Intuition is launching its "Dana" platform to democratize the development of physical AI for non-automotive sectors like mining, agriculture, and defense. Operating as a horizontal technology provider similar to Nvidia, the company leverages a decade of proprietary data collection and rigorous safety validation to help clients navigate the complex hardware integration required for real-world autonomy. With over $1 billion in cash reserves, the firm aims to scale operations that could outperform traditional digital giants within the next 25 years while challenging legacy manufacturing models through vertical-free deployment.
- Bank of America6 min
Signals & Noise: Our case for 3 rate hikes this year
PFA Securities forecasts three cumulative 75 basis point Federal Reserve rate hikes in late 2026 to correct a policy stance that analysts deem 75 basis points too accommodative relative to flat unemployment and rising core PCE inflation. While some clients dispute the severity of inflation or the Fed Chair's hawkish intent, the firm argues that a 2.5% underlying inflation rate necessitates restrictive measures to prevent long-term credibility loss and yield curve steepening. Consequently, the analysts predict that if the Fed moves, the initial adjustment will likely be a single 50 basis point hike to align financial conditions with mid-cycle norms.
- Bank of America6 min
Must Read Research: High Bar for 2Q; Netflix; Heatwaves and Corn; US TSY Softening Demand
T.J. Thornton, Candace Browning
Civita "Supermanian" projects a robust Q2 2026 earnings season driven by a 28% year-on-year EPS growth forecast, with technology and semiconductors leading the charge despite IBM's record-breaking stock decline. In the consumer tech sector, Netflix faces intense valuation scrutiny over declining engagement metrics and a 50% stock pullback, even as analysts debate the longevity of its ad-supported revenue model against competition from short-form platforms. Concurrently, global agriculture confronts severe supply risks from Northern Hemisphere heatwaves threatening EU corn output, while US Treasury markets navigate diminishing foreign demand as Japanese holdings stagnate and participation in auctions slips below 20%.
- Sequoia Capital52 min
Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself
Matan Grinberg, Sonya Huang, Pat Grady
Factory CEO Matan Cohen refunded nearly $2 million in early revenue to pivot the company from premature autonomous agents to a model-agnostic architecture that prioritizes customer obsession over vendor lock-in. By launching the Droid CLI and implementing a "Model Router" that dynamically allocates tasks between open-weight and frontier models, the firm has shifted its business model toward outcome-based pricing that replaces token consumption with result-oriented billing. This strategy positions Factory to navigate an impending market correction while transitioning enterprises from synchronous tool usage to asynchronous "dark factories" that autonomously resolve complex issues.
- RAISE Summit20 min
ALL-IN Podcast Live: Max Junestrand, CEO & Founder of Legora | RAISE Summit 2026
Max Junestrand, Jason Calacanis
Legora has accelerated to over $100 million in annual revenue while deploying a specialized "legal engineer" workforce to integrate AI-driven end-to-end agents for enterprise legal operations. The company differentiates itself through narrow, fine-tuned models and a proprietary data moat that replaces manual contract review and reduces transaction timelines to as few as twelve days. By compressing legal costs by up to 90% and bypassing the inefficiencies of traditional law firms, Legora is disrupting a market dominated by legacy providers like LexisNexis with a strategy focused on rapid scaling and cross-jurisdictional compliance.
- RAISE Summit18 min
AI's Dropout Problem: Why the Best Agents Never Stop Learning | Decagon | RAISE Summit 2026
Ashwin Sreenivas, Arjun Kharpal, Alan Palleringham, Seth Vargoe
Decagon delivers an outcome-based platform for regulated enterprises that enables large organizations to collaboratively build and safely deploy AI agents across voice, chat, and text channels. The company differentiates itself through a robust deployability layer featuring a testing suite, real-time production monitoring, and a learning loop that automates improvements based on escalated human interactions. By prioritizing infrastructure, compliance, and model cost-efficiency over raw capability, Decagon targets high-stakes sectors like finance and telecommunications to minimize brand risk while driving revenue growth.
- RAISE Summit18 min
CJ Desai, MongoDB & Laura Modiano, OpenAI in Conversation | RAISE Summit 2026
MongoDB, a cloud-native database serving 67,500 customers including JPMorgan Chase, differentiates itself as the only hybrid multi-cloud solution capable of unifying vector data, operational records, and auto-embeddings to support AI-native architectures. As enterprises transition toward 2026 production-grade agentic systems, the platform addresses critical scaling bottlenecks by offering schemaless flexibility that accommodates compressed AI model iteration cycles of just six weeks. This strategic positioning enables organizations to move beyond prototyping by solving data sovereignty concerns while accelerating innovation through forward-deployed engineering support and a unified data layer that eliminates the need for separate vector stores.
- The Economist44 min
The final filmed interview with Sir Alex Younger, the late MI6 chief | The Economist
Sir Alex Younger, Shashank Joshi
Sir Alex Younger argues that the United States has lost the strategic initiative in its conflict with Iran, as Tehran's asymmetric warfare and selective blockade of the Strait of Hormuz have forced the US to absorb unsustainable costs despite an effective air campaign. The interview highlights a fragile Iranian regime dominated by the IRGC, which retains leverage through deep intelligence penetration and nuclear stockpiles while benefiting from the war to suppress internal dissent and prolong its survival. Younger concludes that the conflict's global spillover disadvantages Western allies by diverting resources from the Pacific to the Middle East, exposing critical intelligence politicization risks under the Trump administration, and compelling Europe to develop independent hard power capabilities to counteract great power competition.
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
Fireworks AI founder Lin Kuao positions the company as an infrastructure-focused platform specializing in customized intelligence rather than general applications, predicting a market shift toward millions of specialized models driven by a tenfold reduction in token costs. With annual recurring revenue currently at $800 million and processing over 40 trillion tokens daily, the firm aims to double its ARR to $1.6 billion by year-end while prioritizing the deployment of open-source models for enterprise workflows. To support this high-velocity growth, Kuao has recruited former Salesforce President George Huang to expand the go-to-market team, emphasizing a strategy that balances aggressive hiring of high-ownership talent with a "Zero KLD" training architecture that ensures numerical equivalence between training and inference.
- 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 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.