Latest Interviews
Showing 526–540 of 9,621 transcripts.
Clear all filters- RAISE Summit28 min
Fireside Chat with Yann LeCun, Executive Chairman of AMI Labs | RAISE Summit 2026
Yann LeCun, Tom Mackenzie, Chet Haase, Francois Beaufort, Romain Guyett
Yann LeCun founded AMI Labs to develop JEPA-based World Models that overcome the physical reasoning limitations of current Large Language Models by predicting abstract states rather than discrete tokens. This strategic departure from Meta, driven by incompatible visions for Artificial General Intelligence and business focus, positions the Paris-based entity to lead global industrial applications like Level 5 autonomy and domestic robotics. To ensure geopolitical neutrality and preserve data sovereignty, LeCun is also spearheading Project Tapestry, a distributed initiative aggregating parameters from diverse international contributors without requiring raw data sharing.
- RAISE Summit22 min
OpenAI x Cerebras: Sachin Katti & Andrew Feldman in Conversation | RAISE Summit 2026
Sachin Katti, Andrew Feldman, Henri Delahaye
In December 2024, OpenAI and Cerebras finalized a historic $20 billion partnership to deploy GPT-5.6 on Cerebras infrastructure, enabling a record-breaking inference speed of 750 tokens per second while expanding data center capacity across Europe to address sovereign AI demands. This collaboration has accelerated OpenAI's internal operations, establishing Codex as the default interface for all employees and driving a monthly release cadence of frontier models through AI-assisted research workflows. Looking forward, the alliance prioritizes enterprise adoption over token volume, anticipating that the rapid integration of AI agents will fundamentally rewire organizational structures and redefine productivity metrics within the next year.
- The Diary Of A CEO1h 46m
Leading Cancer Researcher: They’re Ignoring My Research
Professor Thomas Seyfried challenges the dominant genetic theory of cancer by presenting evidence that it is fundamentally a metabolic disorder caused by mitochondrial dysfunction. He proposes the Glucose-Ketone Index as a quantifiable metric to guide prevention and introduces a "Press-Pulse" therapeutic strategy that utilizes nutritional ketosis to starve tumor cells while enhancing the efficacy of standard treatments. Despite facing resistance from mainstream oncology due to entrenched beliefs and systemic barriers, Seyfried is establishing the MORE Alliance to advance this metabolic approach and integrate it with conventional care to improve patient survival rates.
- Goldman Sachs9 min
David Solomon Joins CNBC to Discuss 2Q Earnings, the Deal-Making Environment, and AI
Goldman Sachs reported a 39% year-over-year revenue increase and 78% earnings growth, attributing this performance to a "technology super cycle" where AI infrastructure demands have created a capital formation environment with supply constrained by high demand. Management characterized the current market as being in the early stages of a long-term trend, citing the $1 trillion in capex from six major firms and robust capital raising activity from entities like Alphabet as evidence of sustainable growth rather than a bubble. Despite acknowledging potential economic dislocations, the firm expects the U.S. economy to navigate speed bumps effectively while leveraging strong client demand to drive selective deal origination and $20 billion in quarterly revenue across capital markets, M&A, and wealth management.
- All-In Podcast50 min
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Pat Gelsinger, Jason, Anton Osika
Intel CEO Pat Gelsinger diagnosed the company's strategic decline as a fifteen-year period of non-technical leadership that diverted $100 billion to shareholders rather than manufacturing infrastructure, allowing competitors like NVIDIA and TSMC to seize market dominance. He further warned of acute geopolitical risks to the semiconductor supply chain in Taiwan while projecting that AI growth will be constrained by energy capacity rather than a speculative bubble. Concurrently, Lovable founder Anton Osicka outlined a business model achieving $600 million in revenue by leveraging AI to enable non-technical users to build production-ready software, fundamentally reducing development costs and accelerating enterprise tool creation.
- The Economist56 min
A full-length interview with Tucker Carlson | The Economist
Tucker Carlson, Zanny Minton Beddoes, Jamin Beddows
Tucker Carlson argues that the United States has lost its strategic direction in the Middle East by allowing Israeli leadership to dictate security policy that accelerates regional chaos and undermines long-term national interests. He contends that America must pivot toward a power-sharing arrangement with China, abandoning futile defenses of Taiwan while reestablishing a central alliance with Europe to counter Russian influence. Ultimately, Carlson asserts that current US foreign policy is non-strategic and driven by foreign lobbying rather than the national interest, urging a return to an America First doctrine focused on geographic spheres of influence.
- Bank of America20 min
The Consumer’s Summer Spending Surge
In June 2026, aggregate U.S. consumer spending surged 6.3% year-over-year as discretionary services and retail sectors outpaced necessities, coinciding with a 1.7% acceleration in job growth that narrowed the income spending gap between high- and lower-income households. While Bank of America data indicates this convergence was driven by a 4.1% rise in lower-income wages and a World Cup-induced spike in host city restaurant sales, the event's temporary boost is already fading. Consequently, the personal savings rate dropped to 2.7% as households prioritized consumption over savings, raising concerns about sustainability despite a robust labor market that currently supports further Federal Reserve rate hikes.
- RAISE Summit19 min
Winning Travel's AI Race | Ariel Cohen, Navan and Molly O'Shea, Sourcery | RAISE Summit 2026
Navan leverages its "Navan Cognition" orchestration platform to deploy hybrid human-AI workflows that handled 60% of complex travel issues with human-comparable satisfaction while driving 50% year-over-year Gross Booking Value growth. This strategy enabled the company to achieve profitability and positive cash flow by combining AI efficiency with a "supervisory model" where human agents oversee automated agents for high-stakes executive travel. Ariel Cohen positions Navan to capture market share from legacy competitors by replacing the traditional SaaS model with performance-based revenue and a blended business-leisure booking experience.
- RAISE Summit29 min
The Physics of Thought & Architecture of Intelligence | Amin Vahdat, Google | RAISE Summit 2026
The speaker characterizes the current epoch as the dawn of an "intelligence era" where unbounded human ambition and the Jevons Paradox will drive exponential demand for cognitive computing power, surpassing the historical pace of the Industrial Revolution. To meet this surging need, Google is leveraging specialized hardware like the eighth-generation TPU and adopting a relaxed reliability model to enable agentic computing swarms that coordinate autonomous tasks at unprecedented scale. This technological shift is already accelerating scientific breakthroughs, such as rapid protein folding prediction, while necessitating responsible management of the economic turbulence inherent in this transition.
Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck
Jordan Black, Ken Venner, Molly O'Shea
Senra Systems successfully closed a $65 million Series B round led by Lower Carbon and Interlagos, bringing its total capital to $100 million while integrating SpaceX veteran Ken Venner into its executive leadership. The company addresses the critical bottleneck in wire harness assembly by deploying a proprietary Manufacturing Operating System and accelerated training program to transform fragmented, manual processes into scalable software-driven production for defense and commercial clients. With an 80,000-square-foot facility already producing 4,000 units weekly and a strategy to replicate this model globally, Senra aims to automate complex manufacturing workflows to support the surging demand in electrification, aerospace, and satellite sectors.
- Goldman Sachs18 min
How Falling Launch Costs and AI Are Driving the Space Economy
Michael Tarulli, Erik Sparks, Alison Nathan
Driven by a 95% cost reduction through rocket reusability, the global space economy has shifted from government dominance to an 80% commercial model currently valued at $625 billion. Key technological transitions to Low Earth Orbit constellations and AI integration are fueling growth toward a projected trillion-dollar market by 2040, though investors still prioritize order backlogs over profitability amidst high launch failure risks. While geopolitical tensions and collision cascade threats challenge sustainability, the sector is rapidly evolving toward autonomous manufacturing, commercial stations, and eventual off-world resource extraction as a universal utility by 2050.
- InstituteofTrading6 min
The Presentations You've Been Waiting For
Scheduled for September 12, the ITPM London Super Conference brings together founder Anton Creel and six senior mentors to guide retail traders toward long-term consistency through a business model framework and specific strategies for market conditions in 2026 and 2027. Featuring high-level performance records ranging from 360% to 900% returns, the curriculum includes exclusive sessions on macroeconomic outlooks, AI-driven trade generation, and the habit formation required to build wealth from zero. Admission to this all-inclusive event, which offers a VIP breakfast with Creel and detailed trade ideas, is positioned as a critical opportunity for traders seeking to replace speculation with structured, winning methodologies.
- Goldman Sachs10 min
Will Hyperscalers Justify AI Spend?
Recent market analysis highlights an unsustainable U.S. equity equilibrium driven by AI spending for 70–80% of incremental GDP, creating a concentration risk where hyperscalers underperform against beneficiaries while credit markets face $250 billion in issuance stress. With Q2 earnings priced for 23–24% growth and retail positioning heavily leveraged in semi-hardware, the primary risk involves a failure to validate ROI that could disrupt the current AI capital expenditure cycle. Concurrently, a structural divergence between U.S. tech dominance and European industrial headwinds presents a potential trade where equities may drive macro expectations rather than traditional macro factors.
- 80,000 Hours1h 34m
Can $500 Billion Win the AI Race? | Anton Leicht
The discussion outlines a strategic framework for middle powers to secure AI access by building data centers in exchange for market parity with private US labs, a move critical to avoiding a future where non-compliant nations face societal risks without technological benefits. This approach is presented as more viable than the $500 billion sovereign coalition alternative, which faces insurmountable barriers regarding chip access and political coordination among allied nations like the EU and Japan. Policymakers are urged to act swiftly to finalize these compute-for-access deals before the costs of sovereignty escalate and the window for coordinated Western governance closes.
- Bank of America24 min
From sports to pop culture: Prediction markets $1 trillion bet
By early July 2026, prediction market volume surged to $13 billion weekly as incumbents like DraftKings and FanDuel launched vertical exchanges while Kalshi captured 4 million new users during the FIFA World Cup. The sector now approaches parity with traditional U.S. sports betting handle, driven by institutional adoption of earnings hedges, retail crypto trading, and a strategic expansion into non-traditional demographics through pop culture markets. Despite these gains, the industry faces significant regulatory uncertainty with active lawsuits in multiple states and a anticipated U.S. Supreme Court ruling on sports event contracts expected by 2027.