Latest Interviews
Showing 346–360 of 6,386 interview transcripts.
Clear all filtersAMD, 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.
We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO
Fred Turner scaled Curative from a failed biotech startup into a $5 billion COVID-19 testing operation by deploying a custom supply chain and leveraging government contracts, eventually pivoting the company into a $1.3 billion health insurance provider. The venture now utilizes in-house AI agents like "Gwen" to automate provider contracting and credentialing, drastically reducing operational costs while Turner co-founded Subcritical to advance regulatory hurdles for next-generation nuclear energy. Following a 10x return for initial investors, the organization exemplifies a shift toward AI-driven workforce architectures and aggressive cost reduction strategies within the fragmented US healthcare market.
- Goldman Sachs18 min
Carlos Cordeiro on the Legacy of the FIFA World Cup 2026
The 2026 FIFA World Cup marks a historic first with 48 teams competing across the United States, Canada, and Mexico, generating projected revenues of $14 billion for FIFA and a $20–25 billion impact on U.S. GDP. Under the strategic leadership of co-chair Carlos Cordero, this joint bid leveraged unified North American governance to secure the tournament and fund development programs that currently sustain one-third of global football federations. While aiming to broadcast to 6 billion viewers and shift international perceptions of the region, the event is designed to catalyze a shift in player development, fostering homegrown talent capable of challenging established football powers.
- The Economist7 min
Why Le Pen is keeping Trump at a distance | The Economist
Le Pen, Trump, Edward Carr, Adam Roberts, Sophie Pedder
France currently stands as Europe's only power combining significant military spending with the operational will to deploy forces globally, fostering a strong strategic partnership between President Macron and Prime Minister Starmer. Conversely, the rise of the far-right National Rally under Marine Le Pen threatens to fracture the EU's core France-Germany axis by prioritizing national sovereignty over integration, potentially clashing with Berlin on Ukraine policy and demanding fiscal concessions. While Le Pen's administration seeks to reduce EU contributions and rollback regulations, the French public's reluctance toward total withdrawal may force the party to adopt a more restrained, albeit disruptive, approach to European reform.
- 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.
- a16z26 min
"Meme Your Dream into Reality" | Replit CEO with a16z
Replit CEO Amjad Chaudry transformed his company from a pre-revenue startup into a profitable entity by leveraging a "build in public" strategy that utilized personal storytelling and exposure therapy to manage public scrutiny. This approach included turning the accidental deletion of a customer database into a trust-building moment by openly admitting fault and rapidly implementing mandatory security fixes. The discussion further outlines how leaders can navigate viral mechanics on platforms like X and Instagram while adopting risk management tactics such as acknowledging mistakes to turn potential crises into positive engagement.
- Y Combinator1h 14m
World Models, JEPA And The Path To Sample-Efficient RL
This event analyzes the critical bottleneck of sample efficiency in artificial intelligence, contrasting current deep learning models' massive data requirements with the human brain's ability to learn from minimal experience through superior world modeling. The discussion details how advancements in non-differentiable control theories, video diffusion architectures, and Joint Embedding Predictive Architectures are shifting strategies from model-free behavior cloning to synthetic, simulation-based planning for complex robotic and autonomous driving tasks. By addressing scaling challenges in high-dimensional action spaces and architectural limitations like the Transformer's inefficiency in time-domain compression, the presentation outlines a roadmap toward general-purpose robotics and AGI by 2026 through the integration of "awake sleep" mechanisms and physics-informed predictive systems.
- RAISE Summit22 min
David Bitton, David Dubrovsky, Andrew Dieckman & Rachel Metz | Fireside Chat with 5C & AMD
David Bitton, David Dubrovsky, Andrew Dieckman, Rachel Metz
The event examines the strategic co-design partnership between infrastructure builder 5C and chipmaker AMD, which aims to resolve global compute shortages through vertically integrated data centers optimized for multi-generational hardware cycles. Industry leaders prioritize site selection based on power grid capacity, political stability, and proactive community engagement to mitigate opposition while managing the intense market consolidation where top customers control half of global demand. Looking toward a decade ahead, the discussion outlines a bifurcated infrastructure future featuring massive liquid-cooled training clusters alongside edge AI, driven by the necessity of flexible power allocation and deep strategic trust between partners.
Inference 101: SambaNova CEO Rodrigo Liang
Sambanova has secured its first $1 billion tranche at an $11 billion valuation, bringing its total capital raised to $2.5 billion as it pivots to optimizing inference for trillion-parameter models. The company's SN40 architecture enables premium, high-accuracy inference within standard 10-kilowatt air-cooled racks, offering a scalable alternative to the massive, liquid-cooled data centers required by competing GPU technologies. This infrastructure strategy, led by founder Rodrigo Yang, supports a heterogenous data center model and edge deployments to meet the latency demands of agentic AI while allowing cloud providers to maximize revenue per rack.
- Goldman Sachs12 min
How Earnings, Volatility, and AI Capex Are Affecting US Markets
Amid a high earnings bar and $6 trillion in projected AI infrastructure capital demands, the market faces divergent pressures between rising single-stock volatility and muted index fluctuations. Goldman Sachs addresses these tensions by recommending specific trades that exploit anomalous option pricing, such as single-stock collars and highly leveraged downside protection on the S&P 500. These strategies aim to capitalize on compressed index volatility while preparing investors for imminent catalysts including the July PCE inflation print and the Federal Reserve's upcoming FOMC meeting.
- Bank of America34 min
A conversation about business and sport with Gary Neville
The presentation analyzes the $40 billion global economic impact of the World Cup while extracting leadership principles from Sir Alex Ferguson's Manchester United tenure, such as immediate accountability and adaptability. It contrasts historical club management with modern challenges, including the shift toward digital media consumption, AI-driven recruitment, and the necessity of balancing individual star power with collective cohesion in both club and national team contexts. Ultimately, the discussion underscores that sustainable success requires immediate talent acquisition, psychological resilience, and maintaining the sport's accessibility despite evolving financial constraints.
- Bank of America33 min
(Video) A conversation about business and sport with Gary Neville
This comprehensive analysis projects the 2026 World Cup will generate over $40 billion in global GDP while driving a strategic shift from collective team models to individual-centric squads enhanced by AI recruitment and compact defensive units. Leadership principles drawn from Sir Alex Ferguson's tenure emphasize immediate problem-solving and a "winning mentality" cultivated through 100% intensity in training, which remains critical for assimilation of international talent. Concurrently, the industry navigates media evolution toward digital shoulder programming and social engagement, all while grappling with financial sustainability rules that force clubs to balance wage inflation with the immediate need for right-hiring personnel to secure titles.
- RAISE Summit19 min
Scaling AI Infrastructure for the Agentic Era | Charlie Kawwas, Broadcom | RAISE Summit 2026
Frontier artificial intelligence laboratories are increasingly partnering with Broadcom to deploy purpose-built XPU architectures that replace general-purpose hardware, enabling custom designs that eliminate efficiency losses and proprietary ecosystem taxes. This strategic shift supports a massive scaling trajectory where Broadcom projects over $100 billion in revenue by 2027 while delivering 16 times the current compute capacity through modular chiplet technology. As major clients contract for gigawatt-scale power expansions, the collaboration prioritizes rapid time-to-market for specialized "agentic AI" workloads while addressing supply chain constraints through new advanced packaging facilities.
- RAISE Summit18 min
Your AI Advantage: Turning Intelligence Into Results | Mark Hura, Oracle | RAISE Summit 2026
Enterprise leaders are shifting from experimental AI to applied AI strategies that prioritize specific business outcomes across sectors like healthcare, finance, and construction. Oracle supports this transition by providing a full-stack infrastructure that enables data sovereignty and local inference, while internal success stories demonstrate dramatic efficiency gains such as a 72% reduction in billing errors. Industry executives are advised to align top-down strategic goals with bottom-up operational needs to capitalize on the current accelerated adoption cycle where AI integration drives tangible reductions in cost and burnout.