Latest Interviews
Showing 466–480 of 9,621 transcripts.
Clear all filters- RAISE Summit41 min
ALL-IN Podcast Live: Mark Cuban | RAISE Summit 2026
Mark Cuban attributes recent NBA parity shifts to new salary cap rules that prevent three-peats while analyzing Jalen Brunson's franchise-driven move to the New York Knicks. He warns of an artificial AI valuation bubble fueled by private capital and warns that without breakthroughs in energy efficiency, massive data center investments risk becoming stranded assets. Concurrently, Cuban argues that AI will augment rather than replace white-collar workers, citing immediate benefits for entrepreneurs in prototyping and potential transformations in precision healthcare through integrated wearable data.
- a16z1h 20m
Why Physical AI Is the Next Frontier | Applied Intuition with a16z
Marc Andreessen, Erik Torenberg, Qasar Younis, Peter Ludwig
Founded by Peter Cawthorne, Applied Intuition is launching its "Dana" platform to democratize the development of physical AI for non-automotive sectors like mining, agriculture, and defense. Operating as a horizontal technology provider similar to Nvidia, the company leverages a decade of proprietary data collection and rigorous safety validation to help clients navigate the complex hardware integration required for real-world autonomy. With over $1 billion in cash reserves, the firm aims to scale operations that could outperform traditional digital giants within the next 25 years while challenging legacy manufacturing models through vertical-free deployment.
- Bank of America6 min
Signals & Noise: Our case for 3 rate hikes this year
PFA Securities forecasts three cumulative 75 basis point Federal Reserve rate hikes in late 2026 to correct a policy stance that analysts deem 75 basis points too accommodative relative to flat unemployment and rising core PCE inflation. While some clients dispute the severity of inflation or the Fed Chair's hawkish intent, the firm argues that a 2.5% underlying inflation rate necessitates restrictive measures to prevent long-term credibility loss and yield curve steepening. Consequently, the analysts predict that if the Fed moves, the initial adjustment will likely be a single 50 basis point hike to align financial conditions with mid-cycle norms.
- Bank of America6 min
Must Read Research: High Bar for 2Q; Netflix; Heatwaves and Corn; US TSY Softening Demand
T.J. Thornton, Candace Browning
Civita "Supermanian" projects a robust Q2 2026 earnings season driven by a 28% year-on-year EPS growth forecast, with technology and semiconductors leading the charge despite IBM's record-breaking stock decline. In the consumer tech sector, Netflix faces intense valuation scrutiny over declining engagement metrics and a 50% stock pullback, even as analysts debate the longevity of its ad-supported revenue model against competition from short-form platforms. Concurrently, global agriculture confronts severe supply risks from Northern Hemisphere heatwaves threatening EU corn output, while US Treasury markets navigate diminishing foreign demand as Japanese holdings stagnate and participation in auctions slips below 20%.
- Sequoia Capital52 min
Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself
Matan Grinberg, Sonya Huang, Pat Grady
Factory CEO Matan Cohen refunded nearly $2 million in early revenue to pivot the company from premature autonomous agents to a model-agnostic architecture that prioritizes customer obsession over vendor lock-in. By launching the Droid CLI and implementing a "Model Router" that dynamically allocates tasks between open-weight and frontier models, the firm has shifted its business model toward outcome-based pricing that replaces token consumption with result-oriented billing. This strategy positions Factory to navigate an impending market correction while transitioning enterprises from synchronous tool usage to asynchronous "dark factories" that autonomously resolve complex issues.
- RAISE Summit20 min
ALL-IN Podcast Live: Max Junestrand, CEO & Founder of Legora | RAISE Summit 2026
Max Junestrand, Jason Calacanis
Legora has accelerated to over $100 million in annual revenue while deploying a specialized "legal engineer" workforce to integrate AI-driven end-to-end agents for enterprise legal operations. The company differentiates itself through narrow, fine-tuned models and a proprietary data moat that replaces manual contract review and reduces transaction timelines to as few as twelve days. By compressing legal costs by up to 90% and bypassing the inefficiencies of traditional law firms, Legora is disrupting a market dominated by legacy providers like LexisNexis with a strategy focused on rapid scaling and cross-jurisdictional compliance.
- RAISE Summit18 min
AI's Dropout Problem: Why the Best Agents Never Stop Learning | Decagon | RAISE Summit 2026
Ashwin Sreenivas, Arjun Kharpal, Alan Palleringham, Seth Vargoe
Decagon delivers an outcome-based platform for regulated enterprises that enables large organizations to collaboratively build and safely deploy AI agents across voice, chat, and text channels. The company differentiates itself through a robust deployability layer featuring a testing suite, real-time production monitoring, and a learning loop that automates improvements based on escalated human interactions. By prioritizing infrastructure, compliance, and model cost-efficiency over raw capability, Decagon targets high-stakes sectors like finance and telecommunications to minimize brand risk while driving revenue growth.
- RAISE Summit18 min
CJ Desai, MongoDB & Laura Modiano, OpenAI in Conversation | RAISE Summit 2026
MongoDB, a cloud-native database serving 67,500 customers including JPMorgan Chase, differentiates itself as the only hybrid multi-cloud solution capable of unifying vector data, operational records, and auto-embeddings to support AI-native architectures. As enterprises transition toward 2026 production-grade agentic systems, the platform addresses critical scaling bottlenecks by offering schemaless flexibility that accommodates compressed AI model iteration cycles of just six weeks. This strategic positioning enables organizations to move beyond prototyping by solving data sovereignty concerns while accelerating innovation through forward-deployed engineering support and a unified data layer that eliminates the need for separate vector stores.
- 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 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 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.
- The Economist44 min
The final filmed interview with Sir Alex Younger, the late MI6 chief | The Economist
Sir Alex Younger, Shashank Joshi
Sir Alex Younger argues that the United States has lost the strategic initiative in its conflict with Iran, as Tehran's asymmetric warfare and selective blockade of the Strait of Hormuz have forced the US to absorb unsustainable costs despite an effective air campaign. The interview highlights a fragile Iranian regime dominated by the IRGC, which retains leverage through deep intelligence penetration and nuclear stockpiles while benefiting from the war to suppress internal dissent and prolong its survival. Younger concludes that the conflict's global spillover disadvantages Western allies by diverting resources from the Pacific to the Middle East, exposing critical intelligence politicization risks under the Trump administration, and compelling Europe to develop independent hard power capabilities to counteract great power competition.
- 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.