Latest Interviews

Anduril CEO: China Has Scale. Can America Catch Up?

Ben, Marc, Erik Torenberg, Brian Schimpf, Chris Power

A strategic assessment reveals a critical gap in U.S. defense industrial capacity, where Russia currently outproduces NATO on 155mm munitions and existing stockpiles would deplete within six to seven days of conflict. This deficit stems from decades of offshoring, an aging skilled workforce, and a reliance on technical superiority rather than mass production, leaving the U.S. unable to sustain high-intensity wars or effectively deter China in scenarios such as an invasion of Taiwan. To address these vulnerabilities, experts recommend a "factory-first" approach featuring government-backed long-term offtake agreements, concentrated capital investment in scaled manufacturing entities, and regulatory reforms to rebuild domestic supply chains and reinvigorate the talent pipeline.

Christina Kosmowski, CEO, LogicMonitor: Scaling Observability, Performance, and the Future of AI

Christina Kosmowski

LogicMonitor introduces Edwin, an autonomous agentic AI capable of processing 1.8 trillion metrics to predict and resolve IT infrastructure issues, thereby shifting the focus from reactive firefighting to strategic leadership. This capability is exemplified by IHG, which leveraged the platform to stabilize its global loyalty system across 7,000 hotels and reclaimed up to five hours of weekly labor for its infrastructure lead. The presentation underscores a fundamental evolution where CIOs and executive teams must prioritize technology resilience as a direct driver of brand integrity and organizational growth within this new AI landscape.

Liran Zvibel, Cofounder, CEO of WEKA: Rise of the Token Economy The New Economics of AI

Liran Zvibel

Scheduled for 2025, this event frames the fourth industrial revolution as the dawn of artificial general intelligence, shifting focus from pattern matching to reasoning models that distinguish true AGI capabilities from simple skill replication. Industry leaders and technical experts will address the critical economic divergence between massive training expenditures and the urgent need for cost-efficient inference, highlighting how latency and tokenomics currently dictate profitability. Strategic infrastructure solutions, including server elasticity and pre-fill disaggregation, will be presented as the essential mechanisms for enabling sustainable, just-in-time AI deployment while securing the industry's path to mass adoption.

CoreWeave @ RAISE 2025: Building the Next Generation of Cloud in Europe

Michael

CoreWeave announced a strategic all-stock acquisition of Core Scientific to secure 1.3 gigawatts of U.S. power capacity, a move designed to accelerate AI cluster deployment and eliminate intermediary costs. Following its rapid pivot from crypto to artificial intelligence, the company recently completed an innovative IPO and is aggressively expanding its European footprint with $2.2 billion in committed capital and plans to deploy next-generation Blackwell and Rubin Next architectures. This growth trajectory positions CoreWeave to address global power bottlenecks while advising the market that future consolidation will be driven primarily by talent migration rather than traditional mergers.

Wes Cummins, Founder & CEO of Applied Digital: Ellendale’s Purpose Built AI Factory in North Dakota

Wes Cummins

Applied Digital is expanding its high-power density data center operations by securing a 400-megawatt contract with CoreWeave to construct a North Dakota campus utilizing stranded wind energy and designed for AI workloads. The company transitioned from Bitcoin mining to Tier 3 semiconductor-grade infrastructure after spending $5 billion on this project to ensure "five nines" reliability and extreme cooling standards for hyperscalers. With approximately 3% ownership by NVIDIA, the firm is capitalizing on the shortage of available power sites in the U.S. heartland while planning future phases that will integrate gas assets and explore nuclear options like small modular reactors.

RAISE 2025: Building AI for Security-Minded Enterprises

A French math PhD turned AI leader leveraged their academic background to build the Llama family at Meta before joining Cohere to prioritize business traction and secure, localized enterprise solutions. The speaker details a strategy where data quality and strategic partnerships, such as those with Fujitsu and RBC, drive the development of models optimized for specific languages and industries rather than pursuing Artificial General Intelligence. By focusing on grounded generation and flexible hosting options, the organization ensures data sovereignty and verifiable outputs for regulated sectors while avoiding the inherent risks of trying to mimic human cognition.

RAISE 2025 : Fireside Chat with Amit Bendov, CEO & Co Founder of Gong

Amit Bendov, Brian Bauman, Amit Bhandav

Founded by Amit Bhandav to solve CRM data gaps, Gong.io leverages autonomous AI to capture sales communication and transform enterprise productivity from manual entry to instant, context-aware insights. Operating on a maturity scale between assisted and near-autonomous levels, the platform currently handles high-volume administrative tasks while preserving human judgment for high-liability decisions. As enterprise leaders demand integrated AI for revenue generation, Gong drives adoption by eliminating briefing bottlenecks for Fortune 500 clients while fostering a unique culture that prioritizes employee personal branding and deep client relationships.

Alex Laubscher, CTO of Windsurf: Engineering at the Speed of Change

Alex Laubscher, Dimitris Bontolos

Windsurf has transitioned from a basic coding tool to an AI agentic IDE, rapidly evolving to enable enterprises to write approximately 90% of their code while tackling complex legacy systems through advanced retrieval and memory capabilities. The platform supports this high-velocity adaptation by integrating design files, reducing project iteration times from months to days as seen with partners like Ferrovial, and targeting a 99% productivity increase in software engineering. To secure global enterprise adoption, the company recently established a Frankfurt data center to guarantee GDPR and FedRAMP compliance, ensuring data sovereignty for clients in sensitive sectors while preparing to scale from 100 to hundreds of large European organizations.

Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing

Dave Ricks, Chamath, Jason, Friedberg

Eli Lilly CEO David Ricks has steered the company to an 860% market capitalization increase and record-breaking Mounjaro sales by leveraging a massive research workforce and aggressive manufacturing expansion to secure global dominance in GLP-1 therapies. While the firm faces capital shortages in the broader biotech sector, it is diversifying its pipeline beyond weight loss to address brain disorders and developing oral formulations to improve accessibility without compromising the high R&D reinvestment model Ricks defends. Personalized by Ricks' own successful treatment, the company balances aggressive clinical innovation with strategic supply chain controls to maintain its competitive edge against emerging international rivals.

The Common Thread of All Technology: Monitoring the Situation, Ep.1

Erik Torenberg, Katherine Boyle, Eddie Lazzarin

Eric Jackson, Mark Andreessen, and other industry leaders explore how a shared techno-optimist ethos unifies diverse sectors ranging from crypto and defense to consumer hardware, arguing that American innovation culture remains the primary competitive advantage against global rivals. The discussion also addresses critical societal shifts, including the redefinition of medical authority through AI diagnostics, the misaligned incentives driving rising ADHD diagnoses, and the changing role of traditional schooling in an era of hyper-specialized learning. Finally, panelists analyze the fragmentation of internet culture and the evolution of social media platforms like X, emphasizing their function as translation layers that bridge isolated digital subcultures while reshaping public discourse.

H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law

Jason, Jimmy Kimmel, Biden, Dave Friedberg, Chamath Palihapitiya, David Sacks, Nick

David Sacks and Chamath Palihapitiya discuss a proposed $100,000 fee for H-1B visas intended to eliminate labor arbitrage and systemic abuses in favor of a high-skilled auction model. The dialogue also covers the Trump administration's autism research on folate receptor autoimmunity and controversial links to prenatal acetaminophen use, alongside critiques of emerging political censorship laws in California. Finally, the hosts highlight significant AI infrastructure breakthroughs, including new MIT planning frameworks and German GPU architectures that promise orders-of-magnitude improvements in energy efficiency.

Will macro fuel more stock gains?

Dominic Wilson, Josh Schifrin

Analysts project the Federal Reserve will implement two additional rate cuts by year-end to address labor market risks, targeting a terminal rate near 3% as the economy navigates mixed employment signals and structural uncertainties. This easing cycle, expected to conclude by December 2026, aims to support risk assets and sustain growth while keeping inflation pressures contained amid a bearish outlook for oil and tariff impacts. Despite valuation concerns and skepticism regarding AI capital expenditure sustainability, the prevailing view suggests that resilient fundamentals and policy shifts will maintain upside momentum for the broader market through 2026.

Richard Sutton – Father of RL thinks LLMs are a dead end

Richard Sutton, Dvarkash

Richard Sutton argues that true intelligence requires Reinforcement Learning systems to actively predict and adapt to a physical world through trial and error, contrasting this with Large Language Models that merely mimic human language patterns without establishing ground truth. He identifies the inevitability of AI succession as a new evolutionary stage, warning that future superintelligences must be engineered with high integrity and pro-social values to survive the risks of external corruption and logical divergence. Ultimately, Sutton contends that the most scalable path forward abandons human-imbued knowledge in favor of self-correcting experience-driven learning across distributed digital agents.

An insider perspective on China and AI, from Biden’s NSA | The Cognitive Revolution

Biden, Jake Sullivan, Nathan Labenz, Luisa

Former National Security Advisor Jake Sullivan outlines a framework for US-China relations centered on "intensive management" of AI competition to prevent conflict while rejecting zero-sum outcomes or grand bargains. He emphasizes immediate national security risks, advocating for targeted semiconductor export controls to counter China's civil-military fusion and urging the US to accelerate domestic AI adoption within the military to avoid strategic stagnation. Sullivan dismisses the feasibility of near-term arms control treaties, instead favoring a pragmatic approach that addresses current disruptions like job displacement and misinformation while preparing for potential transformative AI scenarios.

A Contrarian Call on Europe

Mark Wilson, Chris Hussey

Despite a historic six-month equity rally, professional investors maintain a constructive stance with deployed capital levels indicating the market remains unsretched. The event highlights a divergence where European value stocks and small caps outperform US large-cap growth, while specific opportunities arise in Chinese AI and German domestic beneficiaries driven by defense spending. Participants further examine strategies to capitalize on compressed index volatility and persistent single-stock dispersion amidst upcoming inflation data and month-end rebalancing pressures.