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  1. 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.

  2. RAISE Summit12 min

    Agents are Here. Compute has to Change | Sachin Katti, OpenAI | RAISE Summit 2026

    Sachin Katti

    OpenAI has entered an agentic era where its internal roadmap is realized through AI systems handling nearly all internal token generation and conducting autonomous research tasks. This shift has compressed model release cycles from half a year to monthly intervals by enabling 50x growth in research experimentation and expanding compute demands to include synthetic data and reinforcement learning. As non-engineering departments and AI interns drive adoption, the organization is simultaneously rebuilding its infrastructure with heterogeneous hardware and complex networking to support the iterative, tool-heavy workflows required for this new phase of recursive development.

  3. RAISE Summit19 min

    The Democratization of Engineering | Sassine Ghazi, Synopsys | RAISE Summit 2026

    Sassine Ghazi, Arjun Kharpal

    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.

  4. 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.

  5. RAISE Summit19 min

    Building AI That Gets Work Done | Gautier Cloix, H Company | RAISE Summit 2026

    Gautier Cloix, Nico Rosberg

    CEO Gautier has transformed the enterprise AI landscape by launching H, a solution that bypasses legacy system barriers through third-generation "computer use" technology capable of mimicking human actions on any software interface. This approach delivers measurable financial returns in weeks rather than months, evidenced by 4–5% procurement savings in construction and streamlined operations for major clients like BNP Paribas. By leveraging cost-effective, proprietary models within Nvidia's ecosystem, H competes globally by prioritizing immediate balance sheet impact over theoretical capabilities, effectively removing the execution layer to let human capital focus on strategic intent.

  6. a16z26 min

    "Meme Your Dream into Reality" | Replit CEO with a16z

    Erik Torenberg, Amjad Masad

    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.

  7. Y Combinator1h 14m

    World Models, JEPA And The Path To Sample-Efficient RL

    Ankit, Francois

    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.

  8. RAISE Summit22 min

    Fireside Chat with Lin Qiao, CEO & Co-Founder of Fireworks AI | RAISE Summit 2026

    Lin Qiao, Matt Miller, Lynn

    At the RAISE conference, Matt Miller of Avantik VC discussed Fireworks AI's specialized intelligence platform with founder Lin Chao, a former Meta AI infrastructure lead who built the company to help businesses own their data-driven models rather than relying on generic APIs. The dialogue highlighted how fine-tuning open-source models on proprietary data allows companies to reduce inference costs by up to tenfold while creating durable competitive moats against commoditized application development. Together, they outlined a strategic shift where long-term business survival depends on continuous model customization and the deployment of millions of specialized models tailored to specific use cases.

  9. 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.

  10. Sourcery with Molly O'Shea1h 0m

    Inference 101: SambaNova CEO Rodrigo Liang

    Rodrigo Liang, Molly O'Shea

    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.

  11. Goldman Sachs12 min

    How Earnings, Volatility, and AI Capex Are Affecting US Markets

    Brian Garrett, Chris Hussey

    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.

  12. Bank of America34 min

    A conversation about business and sport with Gary Neville

    Gary Neville, Martin Briggs

    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.

  13. Bank of America33 min

    (Video) A conversation about business and sport with Gary Neville

    Gary Neville, Martin Briggs

    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.

  14. Milken Institute57 min

    The Future of Decision Intelligence | Global Conference 2026

    Dan Primack, Stephanie Guild, Paul Liberman, Brian Quintenz

    Former CFTC Commissioner Brian Quintenz, Robinhood CIO Steph Gild, and DraftKings President Paul Lieberman discussed how regulated prediction markets like Kalshi aggregate disaggregated information into high-frequency sentiment signals that surpass traditional polling and institutional research. The panelists distinguished these federally licensed derivatives from unregulated gambling by highlighting their role in price discovery, the use of real capital to reduce emotional bias, and robust surveillance systems that deter insider trading. Looking ahead, the speakers anticipate expanding contract categories into corporate earnings and geopolitical events while maintaining that these tools serve as complementary data points for investment portfolios rather than sole decision-making authorities.

  15. RAISE Summit41 min

    Cracking the ROI Code: Is Intelligence Meeting the Income Statement? | RAISE Summit 2026

    May Habib, Rick McConnell, Vishal Talwar, Amit Zavery, Stevie Case, Karen Kwok

    Executives from ServiceNow, Dynatrace, FedEx, and Vanta convene to assert that artificial intelligence has transitioned from a speculative technology to a foundational operational driver, citing a direct $500 million P&L improvement for ServiceNow and a 350% average ROI for Dynatrace customers. The panel emphasizes a strategic shift away from measuring technology inputs like token volume toward traditional financial metrics and outcomes such as autonomous issue resolution, while identifying a critical workforce transformation that requires reskilling 500,000 employees and adapting hiring practices for functional engineering roles. Ultimately, the discussion concludes that successful AI integration depends on establishing robust trust frameworks through AI Control Towers and data consolidation to manage shadow AI risks, positioning organizational culture and process rewriting as the primary prerequisites for future scalability.