Latest Interviews
Showing 46–60 of 2,116 transcripts.
Clear all filters- RAISE Summit36 min
Sovereign Stacks: Building Trusted AI on National Terms | RAISE Summit 2026
Mohsen Moazami, Thomas Di Giacomo, Cory Hawkvelt, Simon Muskett, Gleb Budman, Claire Thomas-Daoulas
Industry leaders including Gleb Budman, Simon Musket, and Thomas Di Giacomo defined sovereign AI as pragmatic organizational control over data and infrastructure rather than mere geographic residency, emphasizing that vendor exit options and workflow autonomy are the true measures of sovereignty. The panel further analyzed how geopolitical export controls and massive capital requirements are driving domestic innovation in China and the Middle East while urging Europe to prioritize open industrial ecosystems over attempting to replicate U.S. hyperscaler models. Ultimately, experts concluded that sovereignty will remain a critical strategic focus through 2035, though its definition will evolve to emphasize resilience and interdependence over isolationist regulatory compliance.
- RAISE Summit17 min
AI for Chip Design & Chip Design for AI | Ricursive Intelligence | RAISE Summit 2026
Anna Goldie, Azalia Mirhoseini, Azalea Amir-Hosseini
Founded by former Google Brain engineers Anna Goldie and Azalea Amir-Hosseini, Recursive Intelligence deploys its AlphaChip reinforcement learning system to replace months of manual chip design with superhuman layout generation that runs 1,000 times faster than commercial tools. The company is currently in Phase One, accelerating physical design for major manufacturers like NVIDIA and AMD, while its roadmap targets a "design-less" future where companies specify workloads to receive co-optimized hardware instantly. Ultimately, Recursive aims to close a recursive self-improving loop by eventually building its own chips and models, promising up to 20x performance gains through microarchitectural customization.
- RAISE Summit38 min
AI and Open Source: Shaping Each Other's Future | RAISE Summit 2026
Raj Dutt, Mark Surman, Oskari Saarenmaa, Gideon Mendels, Charles Zedlewski, Olivier Huez
Leaders from Grafana, Mozilla, Comet, and Together AI convened to define the distinctions between open source and open weight models while debating licensing strategies like AGPL to secure commercial viability against hyperscalers. The panelists analyzed how economic models must balance community adoption with value capture, emphasizing that trust in infrastructure and continuous innovation often drive revenue more than proprietary feature locks. Looking forward, the group predicted a self-reinforcing cycle where AI models trained on open code will increasingly recommend open source solutions, ensuring the ecosystem's dominance despite rising tensions over economic commoditization.
- RAISE Summit40 min
Compute as Capital: Redefining AI's New Currency | WEKA, Akamai, TensorWave & More | RAISE 2026
Val Bercovici, Carmen Li, Parimal Pandya, Sam Tabar, Piotr Tomasik, Robin Wauters
With global AI infrastructure spending projected to reach $7 trillion by 2030, industry leaders identify power access and specialized talent as the primary constraints limiting supply. Experts from White Fiber, Weka, and Silicon Data argue that compute has evolved into a high-value asset class driven by unique market dynamics, including appreciating H-100 GPU values and emerging financial instruments for compute volatility. While current value capture remains anchored in the physical supply chain of chips and energy, the sector anticipates a structural shift toward application-layer returns by 2031 alongside advancements in virtual supercluster technologies and regional market expansion.
- RAISE Summit42 min
The Data Problem: What AI Actually Runs On | RAISE Summit 2026
Matt Fitzpatrick, Philippe Mizrahi, Noam Salinger, Molly Presley, Travers Nisbet, Petrina Anne Steele, Petrina Steele, Emily Fortuna
Enterprise AI adoption remains critically hampered by organizational inertia and legacy infrastructure, with only 5% to 8% of projects reaching production while global compute allocation shifts decisively toward 80% inference needs. Leaders must address fragmented data silos and misaligned workflows by implementing global namespaces and human-in-the-loop validation protocols to ensure agents meet strict liability standards. As constraints evolve from pure data quality to energy supply and physical infrastructure, successful transformation will depend on re-engineering business processes rather than merely overlaying new models onto broken systems.
- RAISE Summit42 min
2035 Decoded: Navigating the Decade Ahead | Dust, Glean & More | RAISE Summit 2026
Gabriel Hubert, Eve Bodnia, Arvind Jain, Nico Laqua, Raphaelle D'Ornano, Chris Blundell
Projected as a 10-to-15-year strategic journey, the panel outlines how enterprises must prioritize context graphs and data ownership over specific models to navigate the divergence between the 125 projected S&P 500 winners and the majority of firms unable to transition to agentic workflows. While Large Language Models dominate creative tasks, the future architecture will integrate Energy-Based Models for critical reasoning, demanding talent with advanced systems thinking to manage non-deterministic risks in sectors like finance and robotics. Long-term competitive advantage will ultimately accrue to organizations that retain control over system specifications and leverage human oversight to compound value through defensible data moats.
- RAISE Summit39 min
Failing to Understand the Exponential (Again) | Elastic, AWS, Nebius & More | RAISE Summit 2026
Ashutosh Kulkarni, Pim de Witte, Julien Lépine, Jeremy Fraenkel, Marc Boroditsky, Dylan Patel
A panel of industry leaders characterizes the current AI landscape as an exponential "first chapter" where rapid adaptation is essential, while noting that AWS maintains a strategic advantage by serving both commoditized and premium workloads through a hybrid CPU-GPU architecture. The discussion highlights a critical shift from indiscriminate token consumption to verifiable value creation, driven by the urgent need for AI engineers and the development of governance frameworks that treat agents as distinct security entities. Ultimately, the consensus is that while domains like software coding see immediate ROI, long-term success depends on enterprises leveraging proprietary context and verifying outputs within complex legacy infrastructure.
- RAISE Summit36 min
Infrastructure as Destiny: The Compute-Capital-Cloud Trinity | RAISE Summit 2026
Stephanie Cohen, Don Barneston, Suresh Vasudevan, Greg Matson, Jeff Denworth, Jordan Nanos
Driven by a critical shortage of physical infrastructure against surging AI demand, the event highlights how neoclouds and vendors are shifting from speculative investment to immediate deployment through deep operational partnerships and aggressive capacity underwriting through 2028. Key industry leaders from companies like Cloudflare, Vast Data, and Solidigm discuss how architectural innovations in storage compression, isolated compute environments, and resilient interconnects are solving bottlenecks in copper, optics, and hardware failure rates. Looking ahead, the discussion projects a multi-decade expansion cycle marked by market consolidation, the emergence of machine-to-machine commerce, and the transition of AI inference into a ubiquitous cloud utility embedded within every application.
- RAISE Summit42 min
Sovereign AI: Piece by Piece | NetApp, Radiant, Hydra Host, Coatue & More | RAISE Summit 2026
George Kurian, Mahdi Yahya, Aaron Ginn, Max Cook, Benjamin Germin, Thomas Koehrer, Thomas Kova, Maddy, Ben
Industry leaders convened to define sovereign AI as a spectrum of national control over critical infrastructure, data residency, and model provenance rather than a binary state. While experts debated the feasibility of achieving true autonomy through hyperscalers, they agreed that geopolitical constraints and physical hardware limitations are driving significant investments in localized data centers and domestic chip ecosystems. The consensus projects a bifurcated future where the US and China maintain full-stack dominance, compelling other nations to navigate a complex landscape of duopoly dependency or costly independent infrastructure development.
- RAISE Summit41 min
From Research to Reality: Why Open Source Is the Engine of AI | RAISE Summit 2026
Ion Stoica, Thomas Wolf, Dillon Rolnick, Eiso Kant, Robin Rombach, Mark Porter, Dylan Rolnick
Founders from Poolside, Databricks, Neuse Research, and Hugging Face, moderated by Mark Porter, convened to debate preventing AI monopoly through open-weight models rather than closed ecosystems. The panelists argued that open source remains the only viable path for critical sectors like robotics and scientific discovery while highlighting risks of geopolitical bias and regulatory lockout under current centralized control. Ultimately, the group emphasized a strategic shift toward commoditized infrastructure and real-world evaluation to avoid security fears and drive the next wave of physical and scientific breakthroughs.
- RAISE Summit17 min
Fireside Chat with Sid Sheth, Founder & CEO of d-Matrix | RAISE Summit 2026
D-Matrix, founded in 2019, has transitioned its SRAM-based Corsair accelerator into mass production while partnering with NVIDIA to deploy heterogeneous compute solutions for the inference-focused agentic era. Moving beyond current SRAM limitations, the company is developing a 3D stacked In-Memory Compute architecture scheduled for a 2027 tape-out, which aims to simultaneously optimize latency and throughput for high-interactivity workloads. This strategic trajectory envisions a market where specialized inference accelerators coexist with HBM-based GPUs, handling distinct layers of the AI pipeline from heavy pre-fill computations to memory-intensive decoding.
- RAISE Summit38 min
The Chip Revolution: Beyond GPUs to Tomorrow's Processors | RAISE Summit 2026
Robert Wachen, Sara Achour, Walter Goodwin, Antoine Moyroud, Rob
Industry experts from Unconventional.ai, Etched, and Fractile outline a pivotal shift where inference spending will soon surpass training, driven by the emergence of autonomous agents and a transition from GPU-centric compute to system-level challenges in memory bandwidth and thermal management. While Unconventional.ai bets on physics-based dynamics to achieve 1,000x energy efficiency, Etched pursues vertical integration for trillion-parameter models and Fractile optimizes for time as the primary bottleneck. These startups aim to capitalize on hardware design expansion and software automation to overcome current utilization limits that leave data centers operating at only 30-40% matrix multiply efficiency.
- RAISE Summit38 min
AI Has a Memory Problem | Gelsinger, SK hynix & More | RAISE Summit 2026
Gelsinger, Hoshik Kim, Vijay Shilpiekandula, Andrew Homan, Louis Delahaye
The global semiconductor industry is currently navigating a critical bottleneck where exponential AI demand for larger context windows outpaces the linear supply growth of High Bandwidth Memory, leaving the market in a 26% deficit. While a duopoly of SK Hynix and Samsung dominates existing capacity, architects like Cerebras and D-Matrix are pioneering stacked memory solutions expected to boost bandwidth by 50 times, though these innovations will not reach volume production until the late 2020s. Consequently, memory has evolved from a volatile commodity into a strategic infrastructure asset, characterized by long-term contracts and deep supply chain vulnerabilities that threaten global stability amid geopolitical tensions and complex manufacturing constraints.
- RAISE Summit39 min
Welcome to the New Frontier of Agentic AI | Wiz, Merge, You.com & More | RAISE Summit 2026
Yinon Costica, Gil Feig, Richard Rizk, Saahil Jain, Ed Huang, Jordan Nanos
Organizations are shifting from single-model reliance to multi-model routing architectures driven by cost sensitivity, governance compliance, and task-specific performance benchmarks. Experts emphasize that successful agentic deployment now depends on engineering harness quality, stable data graphs, and end-to-end token-level encryption rather than raw model intelligence. As the industry transitions into an engineering challenge, future differentiation will stem from strategic tool integrations and robust governance layers that enable safe, long-horizon autonomous workflows.
- RAISE Summit39 min
Pilot to Production: The Valley of Death and How to Cross It | RAISE Summit 2026
Barak Kaufman, Jonathan Corbin, Euro Beinat, Ivan Burazin, Ariel Shulman, Venkat Pullela, Yvonne, Juro
A panel of industry leaders from companies including Keysight, Bright Data, and Prozus discussed the strategic pivot from AI proof-of-concept pilots to secure, scalable enterprise production. The group emphasized that overcoming legacy system bottlenecks and establishing robust data guardrails are essential for transitioning agents into critical workflows, citing Prozus's success with over 60,000 internally built agents. Furthermore, the discussion highlighted a shift in adoption strategies toward model-agnostic architectures and revenue-focused ROI metrics rather than mere cost reduction.