Latest Interviews
Showing 481–495 of 3,056 transcripts.
Clear all filters- All-In Podcast19 min
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
ARK Capital projects a near-future US GDP acceleration to 7% driven by the convergence of five innovation platforms, a trajectory that investor Cathie Wood attributes to both technological deflation and the Trump administration's tax policies. The firm forecasts a significant market broadening away from the "Mag 6" toward disruptive sectors like autonomous mobility and multi-omic healthcare, with a targeted 40–50% compound annual return for innovation equities over the next five years. Supporting this thesis, ARK maintains a bullish $2,600 price target for Tesla and a valuation model suggesting Bitcoin could reach $3.8 million, while advocating for regulatory reforms to expand private market access to retail investors.
- Milken Institute1h 2m
From Crypto to CBDCs: Asia's Blueprint for Digital Finance | Asia Summit 2025
Angelina Kwan, Eric Anziani, Luke Boland, Melvin Deng, Tom Lee, Jaime Leverton
Asian financial hubs like Hong Kong and Singapore are rapidly transitioning from speculative crypto markets to robust institutional infrastructure driven by strategic public-private collaboration. Industry leaders from QCP, Reserve One, and Crypto.com highlighted the urgent need for consistent regulatory frameworks to facilitate the growth of digital asset treasuries, tokenized securities, and cross-border stablecoins. As major institutions integrate traditional finance with blockchain technology, the sector faces a consolidation phase where only well-governed entities capable of delivering real-world utility and liquidity will sustain long-term success.
- The Economist10 min
Who will run Gaza?
Zanny Minton Beddoes, Greg, Patrick, Zannie, Ed
Experts assess that Hamas will likely retain lighter arms while potentially depleting heavier weaponry, driven by ideological identity and fears of local reprisals. The proposed Trump peace plan outlines a corporate-style transitional authority led by President Trump and former Prime Minister Tony Blair, employing technocrats to manage civil services amid disputes between the Palestinian Authority and Hamas over governance representation. This model diverges from the Oslo Accords by prioritizing reconstruction and external pressure to shift public opinion, though recovery depends heavily on Israel allowing building materials into a territory where 80% of structures have been destroyed.
- RAISE Summit10 min
Matt Hicks, Red Hat ｜ RAISE Summit 2025
At the RAIDS Conference 2025 in Paris, Red Hat unveiled its strategic shift toward sovereign AI infrastructure, introducing products like the Red Hat Inference Server and OpenShift Lightspeed to optimize open-source model deployment across enterprise environments. By partnering with major hardware and cloud providers including NVIDIA and AMD, the company aims to resolve critical GPU utilization bottlenecks and control token costs, thereby enabling scalable agentic workloads that transition from experimentation to production. This approach positions software innovation, specifically through tools like VLLM and LLMD, as the primary driver for maximizing efficiency in a landscape where hardware performance is plateauing.
- RAISE Summit8 min
Vipul Ved Prakash, Together AI ｜ RAISE Summit 2025
Vipul Ved Prakash, John Furrier, Aviv Paul
Co-founded by Paul Ved Prakash, Together AI operates as an AI acceleration cloud that recently deployed a high-density Grace Blackwell 200 cluster in Memphis to deliver 1.4 petaflops of computing power for large-scale model training. The platform hosts over 200 open-source models and drives significant growth among "AI-native" customers by integrating specialized infrastructure for thermal management and dynamic workload orchestration. As the market shifts toward "Agentech," the company addresses generative AI limitations through test-time compute mechanisms and parameter-efficient inference techniques that enable complex, multi-step reasoning workflows.
- RAISE Summit8 min
Vipul Ved Prakash, Together AI ｜ RAISE Summit 2025 1
Vipul Ved Prakash, John Furrier, Aviv Paul
Together AI, an "AI acceleration cloud" founded three years ago, is deploying specialized supercomputer clusters like the new Memphis Grace Blackwell 200 to facilitate large-scale generative AI training and inference. Serving 80% "AI-native" clients in sectors from robotics to healthcare, the platform distinguishes itself through hardware-software co-optimization that enables real-time reasoning and supports a library of 200 open-source models. As the industry shifts from basic inference to multi-step agent technologies, Together AI aims to bridge the enterprise gap for integrated stacks by dynamically balancing high-density workloads across its unified cloud infrastructure.
- RAISE Summit16 min
Prashanth Chandrasekar, Stack Overflow ｜ Raise Summit 2025
Prashanth Chandrasekar, John Furrier, Prashant Thir
Stack Overflow CEO Prashant Thir highlights a critical market shift where high AI adoption clashes with declining trust, driving a demand for human-in-the-loop validation to counteract generic content and hallucinations. The company leverages its official data licensing agreements with major AI labs to boost model accuracy by 30–40% while simultaneously expanding enterprise offerings like Uber's Genie into dynamic knowledge intelligence layers. This strategy combines a growing revenue stream from AI reinforcement learning and data licensing with a community vision to transform the platform into a "trust network" that blends expert curation with AI speed.
- RAISE Summit8 min
Mike Mattacola, Coreweave ｜ Raise Summit 2025
Held in Paris, the RAISE Summit 2025 convened industry leaders to address the critical intersections of AI infrastructure expansion, sovereignty, and energy constraints. CoreWeave leveraged its strategic partnership with Dell and NVIDIA to outpace competitors by deploying H100, H200, and GB200 hardware generations first, while managing massive scaling complexities through joint troubleshooting and agile operational models. The event highlighted a structural industry shift from general-purpose IT to specialized AI engineering, characterized by high-density rack consolidation and a dramatic decline in x86 market share as physical data center requirements drive immediate procurement and deployment strategies.
- RAISE Summit10 min
Alison Wagonfeld, Google Cloud ｜ RAISE Summit 2025
Alison Wagonfeld, John Furrier
At the 2025 RAISE Summit in Paris, Google Cloud detailed its transition to a full-stack AI-first strategy that integrates DeepMind research directly into products like BigQuery while leveraging partners such as Databricks and hardware collaborations with Nvidia. The company championed open interoperability standards, specifically the Model Context Protocol and Agent-to-Agent protocol, to enable secure cross-platform agent interactions and mitigate vendor lock-in for over 500 enterprise customers. This approach addresses a market shift toward replatformization and internal AI competency centers, allowing organizations to extract measurable ROI through application-layer business logic rather than focusing solely on hardware advancements.
- RAISE Summit14 min
Roman Chernin, Nebius ｜ Raise Summit 2025
Roman Chernin, John Furrier, Robin Sheeran
Nebius, a publicly traded full-stack AI cloud provider founded one year ago, has expanded its infrastructure to seven global locations and targets operating tens of thousands of GPUs by year-end. The company differentiates itself through proprietary liquid-cooled engineering and a pay-per-consumption model that accommodates diverse workloads ranging from real-time inference to massive training clusters. Nebius is pursuing a tenfold revenue growth to one billion Russian Rubles while pivoting its customer base toward established enterprises in life sciences and FinTech to support the transition to "AI factories."
- RAISE Summit19 min
Rajiv Ramaswami, Nutanix ｜ RAISE Summit 2025
At the RAISE Summit 2025 in Paris, Nutanix CEO Rajiv Ramaswamy unveiled a strategic partnership with NVIDIA to deliver a fully integrated enterprise AI infrastructure stack designed to support generative AI inference for the 28,000 companies Nutanix currently serves. This solution combines Nutanix's simplified base with NVIDIA's microservices and reference architectures to enable secure, turnkey deployment of AI workloads across data centers, edge locations, and public clouds. By abstracting hardware and containerization complexity, the collaboration targets the "vast majority" of enterprises that will consume rather than train models, facilitating immediate use cases like document summarization and automated translation while supporting future multi-agent workflows.
- RAISE Summit8 min
Naveen Rao, Databricks ｜ RAISE Summit 2025
At the RAID Summit in Paris, Databricks executives outlined a strategic pivot from raw data analytics to treating information as proprietary ingredients for generating competitive AI assets. Jonathan Frankel championed a methodological shift that inverts traditional machine learning by using observational data to validate pre-defined world models, while introducing automated evaluation frameworks to replace the "magic thinking" of earlier generative AI trends. Concurrently, the platform's integration of "Genie" enables natural language querying to dynamically generate SQL and visualizations, signaling a broader industry transition where business logic becomes deeply embedded within automated data infrastructure.
- All-In Podcast28 min
Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
Sequoia Capital, led by a third generation of partners, sustains its legacy by prioritizing long-term value creation and consensus decision-making over aggressive fee maximization. The firm counters industry capital overhang by deploying proprietary AI tools and maintaining a selective investment strategy that has historically generated trillions in public market value through companies like Apple and Nvidia. While navigating geopolitical shifts by separating its Chinese operations and adapting to a regulatory landscape that has drastically reduced startup formation there, Sequoia continues to back founders with exceptional curiosity despite unconventional profiles.
- Milken Institute22 min
Actress Shefali Shah: Stories that Move; Strength that Inspires | Asia Summit 2025
Shefali Shah, Teresa Whang, Curtis S. Chin
Acclaimed actress Shefali Shah, known for her Emmy-winning role as DCP Shreya Sharma in Netflix's *Delhi Crime*, discusses the industry's shift from limiting stereotypical roles to complex character portrayals. She details the upcoming third season of the series, which tackles human trafficking and bride sales through a narrative blending multiple true cases, while highlighting her work in *The Three of Us* and *Adolescence* to explore dementia and social media's impact on children. Shah further emphasizes her advocacy for women's and children's safety, urging audiences to view her award-winning projects to understand these critical social issues.
- Goldman Sachs18 min
The Future of Software Engineering: Cognition’s Russell Kaplan
Cognition, founded by former Olympiad medalists and now valued at $4 billion, is advancing software engineering by deploying Devin, an autonomous AI agent capable of executing end-to-end development tasks. The company differentiates itself through a dual-product strategy combining Devin for independent execution with the recently acquired Windsurf IDE for human-in-the-loop collaboration, targeting enterprise integration into proprietary codebases. While AI capabilities in coding are projected to double every seven months, Cognition aims to elevate Devin to senior engineer status within a year, though future growth is anticipated to be constrained by energy availability rather than data scarcity.