Latest Interviews
Showing 16–30 of 78 transcripts.
Clear all filters- 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.
- 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.