Latest Interviews
Showing 61–75 of 2,116 transcripts.
Clear all filters- RAISE Summit18 min
Time to First Token: The Metric That Will Define Our Era | Nscale, VAST Data & NVIDIA | RAISE 2026
Kristin Zwez, Jeff Denworth, Rod Evans, Christine
Jensen Huang and Vast Data redefine AI infrastructure economics by shifting the primary metric from hardware utilization to Time to First Token, ensuring that billions in capital investments for massive GPU clusters yield immediate ROI. This evolution integrates storage directly into the core computer to maximize inference speed while driving a business model transition from hourly compute sales to token-as-a-service. Consequently, enterprises are advised to abandon legacy IT stacks in favor of fully integrated data computers and to prioritize executive ownership of AI adoption to avoid costly silos and ensure rigorous bottom-line execution.
- RAISE Summit20 min
State of AI Infrastructure: What's Powering AI Today | IREN, Mirantis & NVIDIA | RAISE Summit 2026
Kent Draper, Alex Freedland, Dion Harris, Henri Delahaye
Industry leaders from Iron, NVIDIA, and Mirantis convened to address the critical bottleneck of energy and physical infrastructure limiting the global AI race. The panel outlined a strategic shift toward vertical integration and open standards, exemplified by Iron's European expansion for sovereign AI and NVIDIA's launch of an API-centric ecosystem to streamline compute consumption. Success in this sector now hinges on synchronizing rapid software orchestration with the slower deployment of power grids and data centers to bridge the widening supply-demand gap.
- RAISE Summit7 min
Who Controls AI? The Open Source Imperative | Arthur Mensch, Mistral AI | RAISE Summit 2026
Arthur Mensch, Mark Surman, Henri Delahaye
Speakers Arthur and Marc outline a strategic framework for artificial intelligence sovereignty that prioritizes domestic compute security, affordability, and sustainability to mitigate economic inequality and social unrest. They identify open source technology as a critical mechanism for nations to retain control over essential infrastructure, preventing foreign dependency while fostering a global ecosystem where open components serve as the dominant building blocks within the next decade. Although this shift from proprietary chatbots to shared infrastructure is widely anticipated, the speakers warn that realizing this future requires sustained research funding and coordinated interoperability to overcome significant capital and partnership challenges.
- RAISE Summit21 min
The ROI on Intelligence: Turning AI Investment into Enterprise Transformation | RAISE Summit 2026
Jordan Topoleski, Pallavi Mahajan, Peter Elstrom
Jordan Topolesky of Cursor and representatives from Nokia describe a critical industry shift from tracking AI input costs to optimizing for business outcomes, evidenced by a case where AI spending was cut 26% without reducing production code rates. This transition has driven organizational restructuring, including role compression and smaller, more efficient teams that leverage dynamic model selection to handle complex parallel workflows. Complementing these operational changes, INSEAD's Philippe Agnon highlights that while AI efficiency modestly boosts GDP, its primary economic value lies in expanding execution capacity to foster higher-quality strategic ideation and new product innovation.
- RAISE Summit14 min
Rewiring the Web: Data Access, AI Agents & the Next Digital Revolution | RAISE Summit 2026
Juras Juršėnas, Fred de Villamil, Chet Haase, Romain Guyett, Francois Chollette, Francisco Neri, Gérald
The event analyzes how the AI era has intensified the demand for live web data while rendering traditional scraping techniques obsolete due to sophisticated anti-bot defenses and shifting regulatory landscapes. It highlights critical economic tensions between content publishers and AI developers, arguing that the current ad-revenue model is threatened by AI aggregators that bypass source websites without compensation. Strategic recommendations focus on transitioning web infrastructure to be optimized for AI agents and establishing new frameworks for data monetization to ensure sustainable value distribution in the emerging agentic commerce ecosystem.
- RAISE Summit45 min
Startup Competition Final: RAISE the STAKES | RAISE Summit 2026
Gleb Budman, Cyrille Saint Olive, Luke Pappas, Shahab Shafieehanjani, Cyril, Rodrigo, Kinga Matua, Charles
Raise Summit's Raise the Stakes 2026 competition attracted 750 founders from 79 nations who collectively hold $800 million in valuation, with the event judged by executives from Backblaze, Google for Startups, and NEA. The jury selected CurryGen as the top winner for its proprietary biological data workflows, while Neural Trust and Strawberry Browser secured second and third places respectively for their enterprise security and agentic browser platforms. This cohort of finalists represents a high-growth segment of the AI ecosystem that has already raised $56 million and is poised to address urgent market needs in security, drug discovery, and workflow automation.
- RAISE Summit37 min
Powering AI Infrastructure: Solving the 21st Century Manhattan Project | RAISE Summit 2026
Shaun O'Meara, Alex Saroyan, Vik Malyala, Ben Richardson, June Paik, Jeremie Eliahou Ontiveros, Jeremy, Sean Amara, Jun
By 2027, major AI infrastructure players like Anthropic and CoreWeave aim to scale capacity to tens of gigawatts while overcoming significant hurdles in power delivery, regulatory fragmentation, and supply chain delays. Industry leaders such as Ben Richardson and Sean Amara advocate for standardized, modular architectures and digital twin simulations to mitigate execution risks and reduce the total cost of ownership for inference-heavy workloads. This strategic shift prioritizes operational reliability and full-stack interoperability to support the transition from centralized training clusters to distributed enterprise inference environments.
- 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.
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.
- 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.
- 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.
- 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.
- Milken Institute54 min
The Next Era of Health | Global Conference 2026
Esther Krofah, Robert Bradway, Nancy Brown, Alicia Jackson, Myechia Minter-Jordan, Dipen Parekh
Addressing a critical demographic tipping point and a $1 trillion caregiver gap, stakeholders including AARP, ARPA-H, and the American Heart Association are reforming U.S. healthcare to bridge the divide between technological innovation and clinical delivery. Initiatives range from deploying agentic AI to extend cardiovascular prevention to counties lacking specialists, to accelerating long-term care research through new regulatory pathways and a target reduction of drug discovery timelines to under five years. Concurrently, global competition drives a strategic pivot toward genomic integration and value-based models, with specific commitments to reduce Lipoprotein(a) levels by 95% and establish federal tax credits for the nation's 63 million caregivers.
- Milken Institute56 min
Asia-Pacific Overtures: Investment Returns Through Diversification | Global Conference 2026
Laura Deal Lacey, Michael DeSombre, David Elia, Jacqueline Poh, Pandu Sjahrir, Lu Yin
The event convened U.S. policymakers, Singaporean ecosystem builders, and major sovereign wealth managers from Australia and Indonesia to align trade, infrastructure, and artificial intelligence strategies across the Indo-Pacific. Participants detailed a coordinated shift toward removing non-tariff barriers, deploying over $2 billion in targeted foreign assistance, and establishing regional AI stacks to counter Chinese technological dominance. Discussions highlighted a broader trend where pension funds and state actors are bifurcating portfolios between traditional commodities and frontier technologies while accelerating cross-border energy and digital infrastructure projects to sustain long-term regional growth.
- The Economist9 min
Why America is stepping away from the institutions it built | The Economist
U.S. foreign policy is undergoing a structural shift from values-based engagement to a transactional approach, driven by a bipartisan consensus that the post-World War II order has failed to deliver sufficient economic returns or strategic advantages. Former President Trump's 2015 platform catalyzed this pivot by framing the abandonment of multilateral institutions as a correction to decades of free-riding, leading to increased reliance on tariffs and coercive trade rather than traditional alliances. Experts project three potential futures for this realignment: a renegotiated U.S. hegemony, a fragmented status quo, or a chaotic descent into systemic collapse triggered by unchecked military coercion.