Latest Interviews
Showing 526–540 of 9,939 transcripts.
Clear all filters- RAISE Summit20 min
Qasar Younis, Applied Intuition & Mamoon Hamid, Kleiner Perkins | RAISE Summit 2026
Founded by automotive veterans Mamoun Lachheb and Peter, Applied Intuition pivoted from a robotic taxi ambition to a self-funding platform generating revenue from commercial L4 trucking in Japan and a multi-hundred million dollar defense sector. The company now distinguishes "Physical AI" through end-to-end transformer models that enable dynamic human-machine collaboration across diverse vehicle form factors while maintaining radical pragmatism by keeping 93% of its $1 billion in capital on the balance sheet. This strategy supports a culture of radical pragmatism where over 1,000 engineers prioritize profitability and survival, fostering a "founders mafia" of 40 alumni who spin out new ventures using the company's shared infrastructure.
- RAISE Summit20 min
Fireside Chat with Ekin Dogus Cubuk, Co-CEO of Periodic Labs | RAISE Summit 2026
Founded by former Google Brain and DeepMind researchers, a new company is deploying a hybrid infrastructure of large language models, reinforcement learning, and high-throughput robotics to overcome data limitations in physical science. The Bay Area laboratory automates semiconductor and materials research by executing thousands of daily experiments to create a recursive improvement cycle for chip manufacturing and solid-state chemistry. With an immediate goal of reaching 1,000 experimental trials per day, the venture aims to generate rapid process engineering breakthroughs for the industry while evolving toward profitable intellectual property generation.
- RAISE Summit21 min
The Uncomfortable Math of Frontier AI in Production | Kavitha Mariappan | RAISE Summit 2026
At RAISE, approximately 110 exhibitors, including 18% startups and 30% scale-ups, convened to address the shift from perimeter-based security to resilience against autonomous AI agents that now possess economic agency and emergent capabilities. Recent threat intelligence reveals that 53% of recent attacks are AI-related, with adversaries exploiting embedding space geometry and open-source models to bypass traditional deterministic defenses while 88% of enterprises lack the ability to roll back unauthorized agent actions. Experts recommend a strategic pivot toward assuming breach status by inventorying non-human identities, rotating machine tokens, and prioritizing recovery protocols over prevention to counter the asymmetric advantages held by autonomous threats.
- RAISE Summit21 min
From AI Adoption to AI ROI | Glean & Altimeter Capital | RAISE Summit 2026
Arvind Jain, Apoorv Agrawal, Vikas Khannabiswamy, Shyam Gollakota, Vikram Bajaj
Glean, co-founded by former Google and Rubrik executive Arvind Krishnan, differentiates itself in the enterprise AI market by building a proprietary context graph and retrieval layer rather than developing foundation models. The company is strategically pivoting from personal productivity tools to measurable departmental use cases like customer service and legal review to demonstrate clear return on investment amid rising infrastructure costs. By maintaining neutrality across major model providers and utilizing limited forward-deployed engineering, Glean aims to solve the critical gap between raw AI capabilities and secure, accurate enterprise implementation.
- RAISE Summit21 min
The New AI Challenge: Trust, Control, and Scale | JetBrains x NVIDIA | RAISE Summit 2026
As enterprises transition from individual AI literacy to team-level agentic deployment, a strategic shift is required to restructure engineering units into integrated "teams of builders" that maintain shared context across the product lifecycle. This evolution necessitates a three-layer governance framework combining individual tool integration, centralized platform policy enforcement, and collaborative team environments to ensure agentic intelligence remains observable, traceable, and auditable. By leveraging open standards like the Agent Communication Protocol and secure infrastructure solutions, organizations can mitigate risks such as shadow AI and prompt injections while focusing on extracting tangible business value from agentic inference rather than superficial metrics.
- The Diary Of A CEO2h 23m
Alex Hormozi’s Warning: Stop Chasing AI, Build This Instead!
Alex Hormozi outlines a comprehensive framework for navigating business growth, personal resilience, and technological adaptation following the tragic loss of his mother four weeks after a record-breaking book launch. He argues that sustainable success requires prioritizing long-term foundational stability over short-term speed, leveraging "anti-human" traits like patience, and deploying AI only for tactical efficiency while preserving human judgment for high-stakes decision-making. Furthermore, Hormozi emphasizes that future competitive advantages will rely on tangible accountability, real-world stakes, and specialized team structures rather than generic automation, all while maintaining rigorous focus on financial metrics and customer retention.
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI
Dylan Patel, Qasar Younis, Apoorv Agrawal, Arvind Jain, Ariel Cohen, CJ Desai, Gil Feig, Nikhil Benesch, Barak Kaufman, Max Junestrand, Marc Boroditsky, Laura Diorio, Kasser, Mark
RAISE Paris marked a decisive industry shift from speculative hype to enterprise-grade cost reconciliation, as buyers now demand clear ROI and physical AI adoption outpaces volatile large language model growth. Key figures including Applied Intuition's Kasser and analysts from Altimeter Research warned of an impending market bust driven by unsustainable spending, while companies like Navan and TurboPuffer demonstrated new economic models focused on profitability and reduced inference costs. The event concluded with a consensus that success requires resilient multi-model strategies, robust data layers, and a global expansion mindset to navigate rising hardware prices and geopolitical energy constraints.
- The Economist7 min
Why the AI race won't have a winner | The Economist
Europe is pursuing a fragmented AI strategy that leverages sovereign capabilities in specific domains like audio processing and symbolic reasoning to capture a projected $1 trillion market without relying on a single US provider. National governments in France, Luxembourg, and other states are accelerating industrial policy to secure strategic power comparable to oil, prioritizing the ownership of AI infrastructure to enhance civil servant productivity. This approach aims to stabilize the region's economy against global commercial imbalances while addressing demographic challenges by using AI to augment, rather than replace, the aging workforce.
AMD, 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.
- All-In Podcast1h 30m
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Demis Hassabis, Mira Murati, Jason Calacanis, Chamath Palihapitita
DeepMind's Demis Hassabis and major industry leaders are advancing a US-led self-regulatory organization for AI that prioritizes independent expert oversight over government agencies to prevent global developmental stagnation. While this framework aims to manage catastrophic risks through voluntary-to-mandatory adoption, skepticism remains regarding potential regulatory capture by major labs and competing strategies to impose stricter federal certifications. Concurrently, the sector faces disruptive financial and legal dynamics, including a proposed Stripe-PayPal-Block merger and a high-profile trade secret lawsuit between Apple and OpenAI, as the industry navigates severe energy constraints and a widening cost gap between enterprise and frontier models.
- Bank of America19 min
Global Rates & FX Views: Japan’s GPIF, Fed and ECB
Ralf Preusser, Sphia Salim, Meghan Swiber, Shusuke Yamada, Megan Zweiber, Sia Saleem
Speculation regarding Finance Minister Katayama's support for the GPIF to increase Japanese financial asset holdings has sparked market anticipation of a potential 5% reallocation from foreign to domestic bonds, which could inject roughly 21 trillion yen into the JGB market. This hypothetical shift is projected to exert significant pressure on European government bonds, particularly in France, Spain, and Italy, by triggering an estimated €37 billion in sales that could alter relative value dynamics. Concurrently, the event analysis suggests that while this reallocation presents a modest headwind for US Treasury demand, global central bank strategies remain focused on anticipated September rate hikes for the Fed and ECB before a projected cycle of meaningful cuts begins in 2027.
- 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.
- Stanford Online34 min
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Economics of Generative AI
Apoorv Agrawal, Chloe Fang, Ali Ghotzi, Jensen, Mark Andreessen, Demis
Aporv, leader of Altimeter's AI-focused investment firm, leads a nine-week course applying Chatham House rules to analyze the economic stack of the artificial intelligence sector. The curriculum dissects the current "triangle" market structure where semiconductor firms capture 75% of revenue growth while application layers struggle with thin margins due to significant inference costs. Participants develop mental models to navigate Series A investment opportunities and predict a potential decade-long shift in value distribution should hyperscalers successfully deploy specialized ASICs to alter the cost equilibrium.
- Stanford Online49 min
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Applications, AI in Life Sciences
Eric Kauderer-Abrams, Apoorv Agrawal, Eric Abrams, Josh
Chai Discovery and Anthropic are establishing a new drug discovery paradigm by serving as tool providers that convert biological engineering from a trial-and-error art into a scalable, AI-driven discipline. By integrating large language models with wet-lab validation, these firms aim to compress the traditional ten-year development cycle into five years while democratizing research capabilities for individual scientists. The convergence of these technologies, supported by massive data generation and strategic partnerships with major pharmaceutical companies, positions AI-native infrastructure as the critical lever for the United States to compete globally in biotech.