Latest Interviews
Showing 1–6 of 6 transcripts.
Clear all filters- 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 Summit40 min
Antoine Bordes (Helsing) & Gaël Varoquaux (INRIA): Where Public Research Meets Innovation
Antoine Bordes, Gaël Varoquaux, Rob, Isabelle Riel, Joëlle Barral
At the expanded RAISE conference, experts from institutions including INRIA, Google DeepMind, and Helsing discussed the critical friction between public research and private innovation in the European AI ecosystem. Panelists outlined a 2035 vision where generative AI transforms healthcare and defense through rapid commercialization, while warning that bureaucratic bottlenecks and a "one-way door" for talent are stifling Europe's competitive growth. The discussion emphasized a need to shift from funding isolated technologies to building scalable products that bridge the gap between foundational academic discovery and urgent market application.
- 80,000 Hours2h 36m
Hacking, defending, surviving: 15 expert takes on information security in the age of AI
Rob, Holden Karnofsky, Tantum Collins, Nick Joseph, Nova DasSarma, Sella Nevo, Kevin Esvelt, Lennart Heim, Zvi Mowshowitz, Bruce Schneier, Nita Farahany, Vitalik Buterin, Nathan Labenz, Allan Dafoe, Tom Davidson, Carl Shulman
Experts highlight that physical infiltration vectors like USB drives and the immense strategic value of stolen AI model weights expose frontier systems to significant theft by both nation-states and casual actors. While formal verification and liability shifts are proposed to mitigate these risks, severe workforce shortages and the inability of current defenses to stop well-funded adversaries leave the confidentiality of critical AI assets highly vulnerable. Consequently, the consensus suggests that without mandatory security standards and a fundamental shift in security culture, the development of advanced AI remains compromised by the threat of unauthorized deployment and "weaponized" model variants.
- Milken Institute56 min
Shifting Tides: A Macroeconomic Outlook
John Defterios, Virginie Afota, Roxanne Davies, Robert A. Gillam, Michael Metcalfe, Alireza Zaimi, Rob, Virginia, Ella Reyes, Brigitte
This macroeconomic forum analyzed how central bank liquidity and media narratives are currently driving asset rallies while emerging markets like China face GDP contraction from trade tensions and viral shocks. Experts contrasted these short-term credit risks with long-term structural themes, including a projected 20% global population growth and the strategic evolution of sovereign wealth funds in the Middle East toward diversified infrastructure and ESG integration. The panel concluded that despite volatile oil prices and inflation concerns, institutional investors are increasingly shifting from tactical trading to decade-long horizons focused on demographic shifts, technological disruption, and sustainable resource allocation in Asia and emerging economies.
- Milken Institute1h 1m
The Future of Higher Education
President Obama, Secretary Duncan, Steve, Janet, Joe, Rob, Barry, Gene
Panelists from George Washington University, the University of California, and Northeastern University discussed a shifting higher education landscape defined by $80 million public health investments, a reversal of state funding reliance, and the adoption of output-based success models. The discussion highlighted critical systemic challenges, including stagnant graduation rates, a reliance on adjunct faculty, and the risk that low-income students face a "reverse digital divide" while facing restrictive new regulations. Experts concluded that to avoid obsolescence, institutions must disrupt traditional vertical integration by decoupling research, teaching, and credentialing while advocating for a unified response to federal policy changes that threaten the viability of public higher education.
- Milken Institute58 min
MI Summit 2013 - London: Credit Markets at a Crossroads
Richard Byrne, Tom Corcoran, Robert Kricheff, Brian Pinto, Robert Ruberton, Komal Sri-Kumar, Bob, Rob, Rich
Speakers Bob Kritches, Tom Corcoran, and other industry experts analyze a U.S. credit environment defined by soaring debt levels, compressed spreads, and regulatory constraints that have created a dangerous imbalance between buy-side assets and sell-side capital. The discussion shifts to European markets, where massive bank deleveraging and direct lending saturation have forced issuers toward high-yield bonds, while emerging market investors navigate a fragmented landscape where flexible exchange rates shield some nations but expose others to capital flight. Ultimately, the panel concludes that alpha generation now requires avoiding crowded public securities to pursue illiquid distressed opportunities and structural arbitrage strategies while anticipating a volatile multi-year normalization of global monetary policy.