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  1. RAISE Summit19 min

    Inside the AI Inference Cluster: Measuring What Matters | Mansour Karam, Aria Networks | RAISE 2026

    Mansour Karam, Dylan Patel

    The AI infrastructure sector is pivoting from homogeneous general-purpose systems to specialized architectures that optimize distinct model training and serving economics, with high-throughput inference offering potential cost savings of up to 100x. This shift demands deep networking solutions capable of managing dynamic, unpredictable traffic patterns and microsecond-scale latency requirements for complex agent workflows. Leading this transition, ARIA proposes a multi-layered AI agent architecture that integrates full-stack telemetry to dynamically coordinate hardware, software, and network operations across immediate physical reactions and long-term strategic planning.

  2. RAISE Summit18 min

    Where We're Going We Don't Need Keyboards, Just Voice | Neil Zeghidour, Gradium | RAISE 2026

    Neil Zeghidour

    Gradium, a spin-off of the frontier research lab Qtize, is commercializing full-duplex voice AI models like "Moshi" to replace traditional keyboard interfaces with natural, real-time human-machine interaction. By utilizing single audio-to-audio architectures that eliminate turn-taking latency, the Paris-based company enables seamless agentic tasks ranging from customer support to industrial robotics in noisy environments. With recent funding to expand into San Francisco and open-source model access, Gradium aims to establish voice as the primary operating system for always-on, asynchronous agent networks.

  3. RAISE Summit20 min

    Why the Next Marketing Giant Will Be Hyperlocal, Not Global | HubKonnect | RAISE Summit 2026

    Michael Koch, Laurent Chemla

    Michael outlines a critical market shift where enterprise marketing transitions from national campaigns to hyperlocal activation driven by a centralized intelligence layer that compounds data across millions of location-specific points. This operational reset requires C-suite alignment to replace obsolete agency models with an "Ecosystem as a Service" approach, ensuring data reciprocity and transforming marketers into real-time profit center drivers using Hyperlocal Intelligence. Ultimately, the differentiator for future growth lies not in isolated SaaS tools but in "better operators" who leverage proprietary datasets to execute culture shifts that empower rapid, data-informed decision-making at the individual unit level.

  4. RAISE Summit19 min

    What's New for Startups with Google DeepMind? | Omar Sanseviero | RAISE Summit 2026

    Omar Sanseviero

    Omar Sanseviero of Google DeepMind outlined the strategic expansion of the Gemini ecosystem, highlighting the release of Gemini 3.5 Flash, the imminent Gemini 2.5 Pro, and advanced GenMedia models like NanoBanana 2 Lite for rapid image generation. The presentation detailed critical infrastructure updates including the Gemma 4 open model family, which achieved over 250 million downloads on consumer hardware, alongside new real-time APIs for low-latency voice translation and live visual analysis. These advancements collectively aim to accelerate the transition from prompt to production by empowering developers to build complex agentic workflows and specialized applications in sectors ranging from robotics to environmental monitoring.

  5. RAISE Summit18 min

    Operating AI Infrastructure at Multi-Model, Multi-Cloud Scale | RAISE Summit 2026

    Lukas Gentele, Bola Malek, Nikita Vdovushkin

    Nebius and Base10 are redefining the AI infrastructure landscape by pivoting from raw compute provision to managed "Token Factory" services that prioritize inference efficiency and multi-cloud orchestration across dozens of providers. While Base10 aggregates demand across 90+ regions to ensure redundancy and data sovereignty, Nebius leverages vertical hardware integration to optimize cost-to-performance ratios, together supporting a market shift toward hybrid open-source and proprietary model strategies. This collaboration and competitive tension address the growing enterprise demand for transparent, token-based pricing and localized hosting solutions that balance geopolitical constraints with the need for scalable, specialized AI deployment.

  6. RAISE Summit20 min

    From Software to Hardware: The Next Wave of AI | Atomico x PhysicsX | RAISE Summit 2026

    Laura Connell, Chris Wigley

    Physics X recently secured a $300 million Series C led by Temasek, raising its valuation to $2.4 billion to accelerate its expansion into Singapore and the broader Asian market. Founded by ex-Formula 1 engineers, the company utilizes AI-native physics models to deliver simulation speeds up to one million times faster than traditional methods for clients in aerospace, automotive, and mining sectors. To address complex engineering challenges in defense and energy transition, the firm operates with a forward-deployed team model while transitioning its platform to support self-service graphical interfaces and automated workflows.

  7. RAISE Summit19 min

    Digital Workers for the Physical Economy: AI Agents in Global Supply Chains | Magentic | RAISE 2026

    Robin Van Aeken, Julien Bek

    Magentic positions itself as a leader in the physical AI economy by leveraging entity resolution technology to automate procurement and supply chain operations for Fortune 500 clients. The company differentiates through an outcome-based pricing model that charges only upon realizing tangible savings, having already delivered rapid ROI for major industries ranging from electronics to brewing. By converting legacy data into actionable insights, Magentic enables physical enterprises to replicate the growth velocity of software firms while preparing procurement teams to expand their strategic roles over the next five years.

  8. RAISE Summit20 min

    Running Secure Agents on Multi-Tenant Sovereign AI Infrastructure | Protopia AI x HPE | RAISE 2026

    Eiman Ebrahimi, María Ridruejo, Maria Redrojo, Imon Ibrahini

    Protopia AI and HPE AI Services have introduced the Stained Glass Transform, a privacy-preserving technology that converts sensitive data into randomized, non-reversible representations before they enter multi-tenant AI factories. This innovation, integrated through the SafeClaw subagent architecture, enables agentic workflows to run on shared infrastructure without compromising security or suffering the GPU underutilization associated with traditional hardware isolation. Consequently, sovereign providers and neoclouds can unlock significant revenue by processing high-volume sensitive workloads with near-baseline latency, addressing the critical gap between data ownership and economic efficiency in modern AI deployment.

  9. RAISE Summit20 min

    Benchmarks vs. Reality: Lessons from 750 Trillion Tokens | Chris Clark, OpenRouter | RAISE 2026

    Chris Clark

    OpenRouter leverages empirical usage data from over 80 cloud providers to highlight a critical gap between published AI pricing and real-world inference costs, driven by variable caching efficiencies and tool call reliability. The analysis reveals that while open-weight Chinese models currently lag US frontier capabilities by four to six months, successful adoption depends less on raw intelligence rankings than on specific optimization for agentic workflows and stable inference. Consequently, industry leaders are advised to prioritize production-based validation over theoretical benchmarks to navigate shifting cost structures where inference expenses are rising to rival headcount as a primary operating burden.

  10. RAISE Summit17 min

    Headline AI Europe 100: 2026 Megatrends & Next Winners | Headline | RAISE Summit 2026

    Astrid Moullé-Berteaux, Jonathan Userovici, John

    Headline Ventures has introduced a new sector-agnostic classification framework that categorizes AI startups into six distinct "breeds" based on economic models rather than traditional industry verticals. Simultaneously, the firm announced the second edition of the "AI Europe 100" list, highlighting 100 European startups valued below $1 billion while analyzing regional strengths in deep research and gaps in applied AI sectors. This initiative aims to align founders with investment criteria by emphasizing specific operational metrics and scalability potential across the diverse ecosystem.

  11. RAISE Summit20 min

    The Missing Layer: Why Agentic AI Fails Without a Work Operating System | Asana | RAISE 2026

    Amritansh Raghav, Mike Butcher

    AR, Asana's CTO, challenges the enterprise belief that AI productivity is primarily hindered by shadow IT, arguing instead that success depends on deploying mature platforms capable of "agentifying" complex business processes. Leveraging Asana's existing foundation for human coordination, AR positions the company as a critical intermediary layer that safeguards intellectual property and maintains vendor optionality against volatile AI-native competitors. He advises leaders to prioritize workflow decomposition with deterministic checkpoints and diverse model integration to ensure accountability and cost efficiency rather than relying solely on model quality.

  12. Sequoia Capital1h 9m

    The Philosopher CEO | Clay Co-Founder Kareem Amin

    Clay Co-Founder Kareem Amin, Kareem Amin, Varun, Nikolai, Mike Vernal, Pete Caputa, Jack Dorsey, David Solomon, Tarek

    Clay CEO Kareem guides his company through a "long strange trip" of pivoting from broad ambitions to the specific niche of Go-to-Market Engineering, where he prioritizes radical transparency and usage-based pricing to align with technical users. By rejecting standard management dogmas in favor of "momentum detective" leadership and "deep work" practices, Kareem fosters a culture of devotion that withstands pricing backlash and drives a unique product philosophy valuing flexibility over simplicity. This strategy successfully established a new market category while navigating a five-year period of ambiguity to achieve product-market fit without relying on external validation.

  13. RAISE Summit19 min

    Scale or Stall: The ICONIQ 2026 State of AI | Seth Pierrepont & Vivian Guo | RAISE Summit 2026

    Seth Pierrepont, Vivian Guo

    Iconic's May 2024 longitudinal survey of 305 AI executives reveals that legacy software firms now derive 33% of revenue from AI products, with gross margins projected to rise to 60% by 2027 as model orchestration optimizes costs. The data highlights a strategic pivot toward outcome-based pricing and agentic AI, where Anthropic's market share surged to 81% and companies plan to scale Forward Deployed Engineer roles to drive revenue rather than merely fill technical gaps. Looking ahead, organizations are redefining operational structures to prioritize deep verticals and agentic workflows, expecting AI spend to jump from 11% to 19% of total revenue while engineering productivity and FTE earnings nearly double through complete work redesign.

  14. RAISE Summit21 min

    MiniMax: Scaling Intelligence for Everyone | Linda Sheng | RAISE Summit 2026

    Linda Sheng, Luca Schmid

    Minimax has transitioned into a global public leader by deploying its M3 multimodal model, which offers a million-token context window and natively processes text, video, and images across diverse data types. As enterprises advance through AI readiness generations, the company drives token consumption growth while advising founders to establish rapid evaluation benchmarks and leveraging twenty internal AI agents to streamline operations. Looking forward, Minimax predicts narrow-sense AGI in three years, anticipating immediate disruption in finance and legal sectors before healthcare, as organizations diversify models to mitigate vendor lock-in and adopt "co-work" workflows.

  15. RAISE Summit19 min

    Sovereignty in the Age of AI | Shalev Hulio, Dream | RAISE Summit 2026

    Shalev Hulio, Enrique Salem

    Global leaders are increasingly prioritizing sovereign AI to secure national infrastructure by controlling the full AI architecture from data to deployment, driven by fears of external shutdowns and the weaponization of open models by state-sponsored threat groups. The cybersecurity landscape is shifting toward an autonomous "AI versus AI" dynamic where traditional reactive defenses are deemed insufficient against rapid, unregulated advancements, particularly from adversaries lacking restrictive guardrails. With the convergence of computing power, cyber capabilities, and quantum technology defining future superpowers, nations face an existential imperative to rapidly assess their capacity to execute a sovereign AI strategy or risk obsolescence in the coming era.