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  1. Goldman Sachs18 min

    The Future of Software Engineering: Cognition’s Russell Kaplan

    Russell Kaplan, Marco Argenti

    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.

  2. All-In Podcast28 min

    YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators

    Neal Mohan, Chamath, Jason, Friedberg, Ari

    YouTube CEO Neal Mohan outlined the platform's dominance with 2 billion monthly active users and over $70 billion paid to creators, while addressing tensions between its 55/45 revenue model and high-profile creators who opt for direct monetization. Mohan defended YouTube's algorithmic fragmentation as a driver of niche engagement while highlighting new AI initiatives that prioritize creator likeness rights and transparency labels over blanket bans. The discussion further detailed strategies to balance global moderation complexities with evolving regulations and a renewed focus on YouTube Premium and TV to reinvent the viewer experience.

  3. Sourcery with Molly O'Shea38 min

    Base Power Raises $1B led by Addition, with Trust Ventures, Lightspeed, a16z, Altimeter, Elad Gil

    Elad Gil, Zach Dell, Justin Lopas, Molly O'Shea

    Base secured an oversubscribed $1 billion Series C led by Addition, accelerating from its previous $200 million round to fund its "Speed to Power" product designed to bypass traditional grid interconnection delays for data centers. Backed by strategic investors like Lennar and Starwood alongside founders from SpaceX and Tesla, the company is deploying gigawatt-scale battery capacity from its Austin "Factory One" at a target rate of 100 megawatts per month. This capital infusion supports a strategic pivot to replace fossil fuels with cost-efficient solar and storage, aiming to solve critical energy bottlenecks for AI development while expanding operations into high-solar states like California and Florida.

  4. The Economist7 min

    Mark Carney on dealing with Donald Trump

    Mark Carney, Donald Trump, Zanny Minton Beddoes, Prime Minister Carney, Sani

    Prime Minister Carney attributes Canada's recent economic stagnation to persistent tariff uncertainty while characterizing U.S. trade policy as a coercive "mafioso" strategy driven by President Trump. In response to this geopolitical rupture, Ottawa is pivoting toward strategic sovereignty by bolstering Arctic defense and cultivating a "variable geometry" of trade alliances to reduce reliance on the American market. This dual approach acknowledges a permanent shift toward high-tariff U.S. protectionism, compelling Canada to prioritize self-sufficiency and diversify global partnerships beyond traditional transatlantic frameworks.

  5. RAISE Summit22 min

    Inception Fund & AI: From Inception to Exit Building AI Giants from Europe and the Nordics

    Peter Sarlin, Oliver

    Former professor Peter Sarlin founded the private AI lab Silo AI in 2017 and led the bootstrapped company to a $700 million exit when acquired by AMD in 2022, establishing the largest pure-play AI acquisition in Europe. Sarlin attributes this success to a contrarian philosophy that prioritized functional machine learning over hype while hiring primarily from academia, resulting in a workforce of over 220 AI scientists before the strategic sale. Beyond this specific case study, Sarlin highlights that the fragmentation of the European single market remains the primary barrier preventing regional startups from scaling into trillion-dollar enterprises, forcing founders to adopt a global-first strategy despite Europe's strengths in industrial AI applications.

  6. RAISE Summit37 min

    OVH Cloud, ClickHouse, Neon, Aiven, Airbyte & Commit: Open Software Infrastructure 2.0

    Abel, German, Oskari, Heike, Michel, Alexei, Francois Beaufort

    Executives from Aiven, Neon, Airbyte, ClickHouse, and OVHcloud converged to discuss how open-source data platforms are securing $10 billion in combined valuations while addressing enterprise needs for data sovereignty and interoperability. The panel detailed how the AI boom is driving a shift from human-led development to agentic provisioning, creating demand for storage-centric architectures that support short-lived, unstructured data workloads. Looking ahead, industry leaders predict a five-year trajectory where hundreds of millions of citizen developers leverage commoditized AI to compress development cycles, necessitating hybrid infrastructure strategies that balance local model execution with scalable cloud data management.

  7. RAISE Summit40 min

    Alix, SAP, Daytona, Feedly, Prosus & Handelsblatt: The Future Agentic AI & Autonomous Workflows

    Alix, Edwin Kodabachan, Paul Van der Boor, Alexander Maisor, Emmanuel Casimates, Ivan Bourazin

    Experts at a recent industry gathering defined Agentic AI as a shift from simple request-response models to autonomous systems capable of multi-step planning, emphasizing that security and governance remain critical barriers requiring strict human oversight. SAP and other leaders proposed frameworks like "agentic quality controls" and locally hosted environments to manage agent identities and comply with regulations, while anticipating a workforce evolution where humans supervise "digital teammates" rather than performing manual tasks. Despite concerns over the hype cycle, participants agreed that organizations with mature data and processes will soon leverage these tools to exponentially increase productivity, provided they implement robust guardrails to direct this technological capability toward tangible business value.

  8. RAISE Summit18 min

    A fireside Chat with Paddy Srinivasan, CEO of DigitalOcean ft. Semafor

    Paddy Srinivasan, Patti, Reid

    DigitalOcean CEO Patti and Reid Hoffman discuss the platform's role in serving 3 million developers by providing specialized AI infrastructure for both native startups and traditional firms integrating large language models. The conversation highlights critical global bottlenecks, including power constraints necessitating nuclear energy and a talent war driving new hiring protocols for AI automation engineers. Hoffmann forecasts a massive economic expansion where AI increases the technology sector's share of global GDP to 25% within a decade, alongside a predicted dispersion of value beyond current market leaders.

  9. RAISE Summit23 min

    Oege De Moor (XBOW) & Apoorv Agrawal (Altimeter): Hackers with GPUs Offensive Security in the AI Era

    Oege De Moor, Apoorv Agrawal, Uhey Dhimur

    Altimeter Capital-backed startup Expo has deployed an autonomous AI agent that ranks as the world's top ethical hacker, identifying over 1,200 vulnerabilities including critical zero-days in enterprise giants like Palo Alto Networks and Salesforce within a single week. This superhuman capability forces a strategic industry shift toward AI-driven defense to combat a "skill shortage" in malicious actors that has enabled nation-states to automate attacks with unprecedented speed. While the market anticipates a major cyber incident within twelve months due to rising AI-generated code risks, human security roles are expected to evolve from technical execution to the strategic orchestration of these autonomous systems.

  10. RAISE Summit17 min

    A fireside Chat with Ramin Hasani, Co-Founder & CEO of Liquid AI ft. Robert Cahill (Enhance Venture)

    Ramin Hasani, Robert Cahill

    Liquid AI, an MIT spin-off founded by Ramin Hassani, is deploying a unique full-stack foundation model platform that utilizes biologically inspired Liquid Neural Networks to run generative AI directly on edge devices. This architecture achieves linear scaling rather than the quadratic costs of standard Transformers, enabling powerful on-device intelligence in resource-constrained hardware like smartphones and satellites without relying on data centers. Positioned as a specialized "gatekeeper" alongside massive cloud-based Oracles, the Boston-based company targets a projected $1 trillion on-device AI market by 2035 with applications spanning consumer electronics, automotive, and aerospace sectors.

  11. RAISE Summit20 min

    SQORUS & Oracle: How AI is transforming step by step our industries. Use cases by ONET

    Cyril Grira, Geoffrey, Gaurit Champenois, Romain Guyettremotier

    Oracle, Skorus, and ONET Airport Services unveiled a comprehensive digital transformation at a 40th-anniversary celebration that leverages Oracle Cloud Infrastructure to reduce annual baggage losses by 25%. Led by Cyril Grira of Oracle, Geoffrey of Skorus, and ONET CIO Guillaume de Montessu, the project utilizes Autonomous Database 23ai, AI-powered vision services, and generative AI to shift operations from rigid timing-based SLAs to value-driven, real-time decision-making. Future initiatives plan to advance this system toward autonomous mission assignment and augmented reality interfaces to further optimize ground service productivity across Charles de Gaulle and other major hubs.

  12. RAISE Summit37 min

    Fractile AI, Rogo, Scribble VC, San Francisco Compute: The AI Trillion-Dollar Opportunity

    Eric Manisse, Elizabeth Weill, Walter Goodwin, John Willett

    San Francisco Compute CEO Eric Manisse, Scribble Ventures' Elizabeth Weill, and founders Walter Goodwin and John Willett convened to analyze strategies for scaling AI infrastructure, hardware, and enterprise solutions amidst rapid technological evolution. The panel detailed critical operational frameworks, including balancing hardware development timelines with software agility, mitigating hallucination risks in financial applications, and proactively shaping export control regulations rather than merely complying with them. Experts concluded that long-term success in this sector relies on specialized human expertise for deep tech, the creation of durable data moats, and a shift toward treating global compute as a utility to drive the next industrial revolution.

  13. RAISE Summit21 min

    Fireside Chat with George Robson, Partner @ Sequoia & Felix Blossier, Co-Founder & COO @ Pennylane

    George Robson, Felix Blossier

    Penny Lane, founded by seven entrepreneurs after the Price Match acquisition, transitioned from a service-led hybrid model to a pure software platform designed to empower SMB accountants through AI-driven co-pilot tools rather than automation. The company navigates the complex regulatory landscapes of Continental Europe, particularly France and Germany, by leveraging a business rule management system that allows non-engineers to manage compliance updates without code changes. With a recruitment strategy prioritizing curiosity and domain expertise over experience, Penny Lane aims to scale its all-in-one bookkeeping and tax solution across Europe despite the severe scarcity of local accounting talent.

  14. RAISE Summit20 min

    A Fireside Chat with Luc Julia, Renault & Matthieu de Chanville, Shift for Good

    Luc Julia, Matthieu de Chanville

    Luc Beaulieu, Renault's Chief Scientific Officer, highlights the critical lag between century-old automakers and agile startups regarding AI adoption, noting that legacy software cycles remain incompatible with the rapid hardware refresh rates required for software-defined vehicles. While dismissing the feasibility of Level 5 autonomy and humanoids, Beaulieu champions specialized "physical AI," geo-fenced Level 4 robot taxis, and virtual sensor technologies to enhance manufacturing efficiency and reduce environmental impacts. These insights are further reinforced by the "Software Republic" consortium, which includes Renault and Thales, as it advances a vision where artificial intelligence serves as a specialized tool to augment human capability rather than replace it.

  15. RAISE Summit18 min

    An AI conversation with Prashanth Chandrasekar, CEO of Stack OverFlow

    Prashanth Chandrasekar, Henry Shi, Prashant

    Stack Overflow has pivoted from a traditional Q&A hub into a revenue-generating knowledge intelligence layer by licensing its data to major AI providers like Google and Microsoft while launching enterprise solutions for corporate workflows. This strategic shift addresses a 64% year-over-year traffic decline caused by user migration to AI search, transforming trust deficits among senior developers into a premium verification service rather than a code-generation competitor. Despite risks to junior developer roles, the company remains profitable and is expanding its talent pipeline through certification challenges and asynchronous human-to-human chat features.