Latest Interviews
Showing 181–195 of 2,999 transcripts.
Clear all filters- RAISE Summit22 min
AI Is the New Operating Environment. Data Is the New Control Plane. | RAISE Summit 2026
The speaker identifies that the AI arms race hinges on compressing time across token generation, environment deployment, and data orchestration. By replacing legacy 2D client-server protocols with a Linux kernel-native 3D parallel file system, the technology virtualizes existing storage assets to slash deployment timelines by a factor of 70 and eliminates bottlenecks during GPU training. This architectural shift not only mitigates current SSD shortages through efficient hybrid HDD-NVMe and tape strategies but also directly reduces capital and operational expenditures in high-performance computing environments.
- RAISE Summit20 min
Industrializing Intelligence: Building the AI Factory as a System | Vertiv | RAISE Summit 2026
Giordano Albertazzi, Gio Albertazzi
As the AI sector pivots from proven technology to maximizing useful output, infrastructure constraints are driving a shift toward "manufacturing data centers" that prioritize tokens per megawatt over traditional efficiency metrics. Vertiv champions a converged system approach that eliminates seam inefficiencies through pre-engineered modular solutions, enabling grid-interactive powertrains and reducing deployment time by half. This strategy directly lowers the cost per token by ensuring rapid capacity scaling and future-proofing infrastructure for next-generation silicon.
- 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 Summit19 min
Fireside Chat with Parag Agrawal, Founder & CEO of Parallel Web Systems | RAISE Summit 2026
Parag Agrawal, Karim Jalbout, Vineet Bhanwajani, Vineet Bhanuri, Vineeth Pandey, Vikas Khannabiswamy
Parallels founder Vikas Khannabhiswamy redefined the scale of AI web usage, forecasting agents will consume data 100,000 to 1,000,000 times more than humans by deploying a specialized infrastructure layer for high-volume knowledge work. The platform addresses critical limitations of standard LLMs by integrating real-time web search and applying Shapley values to automate fair compensation for content owners, thereby disrupting traditional web monetization models. This approach targets sectors like AI law, science, and coding while establishing a new revenue framework where publishers are paid proportionally to their specific data contribution.
Hyperscalers Are Out of Capacity? | MongoDB CEO
Driven by hyperscaler capacity shortages and stringent data sovereignty requirements, major enterprises are migrating workloads back on-premises while adopting heterogeneous AI architectures to manage complex agentic environments. CEO CJ Desai leads MongoDB's strategic response by prioritizing real-time, operational database solutions for AI-native startups and Fortune 500 clients, shifting from traditional model selection to a focus on deterministic outcomes and autonomous administration. This approach positions the company to capitalize on the "AI super cycle" by ensuring the high-quality data layer required to transition experimental prototypes into scalable, production-grade applications in sectors like banking and aviation.
- 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 Summit20 min
AI Compute: Rebuilt for the Agentic Era | Mark Papermaster, AMD | RAISE Summit 2026
Mark Papermaster, Karim Jalbout
Driven by a surge in AI adoption that propelled its market capitalization from $200 billion to nearly $1 trillion, AMD is targeting server CPU market leadership through a holistic system design philosophy that includes the upcoming 72-node "Helios" rack and two-nanometer "Venice" processors. The company has transitioned from component manufacturing to integrated rack-level solutions by acquiring ZT Systems and deploying open-standard AI stacks across major European supercomputers to address data sovereignty and energy efficiency demands. Underpinning this growth is a scrappy corporate culture focused on customer collaboration, which has enabled a strategic shift toward agentic AI workflows and expanded training for its 33,000-person workforce to align with enterprise needs.
- RAISE Summit25 min
AI, Security & Economic Power: A New Playbook for Democracies | Sebastian Kurz | RAISE Summit 2026
Sebastian Kurz, Jacob Helberg, Sebastian Matthes
At the second Pax Silicon Summit in Washington, European nations acceded to the Paxilica initiative while leaders like Jacob and Sebastian debated the viability of sovereign AI against a backdrop of historic U.S. economic growth driven by an AI boom. The discussion highlighted a strategic divergence where the U.S. promotes an ecosystem-based approach to sovereignty and deregulation, contrasting with European concerns over the Digital Markets Act and the high costs of total vertical integration. Ultimately, experts emphasized that while foundational model dominance remains difficult for Europe, securing critical infrastructure and shifting toward competitiveness are essential to prevent total reliance on superpowers or losing the financial capacity for social welfare.
- RAISE Summit21 min
The Uncomfortable Math of Frontier AI in Production | Kavitha Mariappan | RAISE Summit 2026
At RAISE, approximately 110 exhibitors, including 18% startups and 30% scale-ups, convened to address the shift from perimeter-based security to resilience against autonomous AI agents that now possess economic agency and emergent capabilities. Recent threat intelligence reveals that 53% of recent attacks are AI-related, with adversaries exploiting embedding space geometry and open-source models to bypass traditional deterministic defenses while 88% of enterprises lack the ability to roll back unauthorized agent actions. Experts recommend a strategic pivot toward assuming breach status by inventorying non-human identities, rotating machine tokens, and prioritizing recovery protocols over prevention to counter the asymmetric advantages held by autonomous threats.
- The Diary Of A CEO2h 23m
Alex Hormozi’s Warning: Stop Chasing AI, Build This Instead!
Alex Hormozi outlines a comprehensive framework for navigating business growth, personal resilience, and technological adaptation following the tragic loss of his mother four weeks after a record-breaking book launch. He argues that sustainable success requires prioritizing long-term foundational stability over short-term speed, leveraging "anti-human" traits like patience, and deploying AI only for tactical efficiency while preserving human judgment for high-stakes decision-making. Furthermore, Hormozi emphasizes that future competitive advantages will rely on tangible accountability, real-world stakes, and specialized team structures rather than generic automation, all while maintaining rigorous focus on financial metrics and customer retention.
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI
Dylan Patel, Qasar Younis, Apoorv Agrawal, Arvind Jain, Ariel Cohen, CJ Desai, Gil Feig, Nikhil Benesch, Barak Kaufman, Max Junestrand, Marc Boroditsky, Laura Diorio, Kasser, Mark
RAISE Paris marked a decisive industry shift from speculative hype to enterprise-grade cost reconciliation, as buyers now demand clear ROI and physical AI adoption outpaces volatile large language model growth. Key figures including Applied Intuition's Kasser and analysts from Altimeter Research warned of an impending market bust driven by unsustainable spending, while companies like Navan and TurboPuffer demonstrated new economic models focused on profitability and reduced inference costs. The event concluded with a consensus that success requires resilient multi-model strategies, robust data layers, and a global expansion mindset to navigate rising hardware prices and geopolitical energy constraints.
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.
- Bank of America19 min
Global Rates & FX Views: Japan’s GPIF, Fed and ECB
Ralf Preusser, Sphia Salim, Meghan Swiber, Shusuke Yamada, Megan Zweiber, Sia Saleem
Speculation regarding Finance Minister Katayama's support for the GPIF to increase Japanese financial asset holdings has sparked market anticipation of a potential 5% reallocation from foreign to domestic bonds, which could inject roughly 21 trillion yen into the JGB market. This hypothetical shift is projected to exert significant pressure on European government bonds, particularly in France, Spain, and Italy, by triggering an estimated €37 billion in sales that could alter relative value dynamics. Concurrently, the event analysis suggests that while this reallocation presents a modest headwind for US Treasury demand, global central bank strategies remain focused on anticipated September rate hikes for the Fed and ECB before a projected cycle of meaningful cuts begins in 2027.
- Stanford Online49 min
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Applications, AI in Life Sciences
Eric Kauderer-Abrams, Apoorv Agrawal, Eric Abrams, Josh
Chai Discovery and Anthropic are establishing a new drug discovery paradigm by serving as tool providers that convert biological engineering from a trial-and-error art into a scalable, AI-driven discipline. By integrating large language models with wet-lab validation, these firms aim to compress the traditional ten-year development cycle into five years while democratizing research capabilities for individual scientists. The convergence of these technologies, supported by massive data generation and strategic partnerships with major pharmaceutical companies, positions AI-native infrastructure as the critical lever for the United States to compete globally in biotech.