Latest Interviews
Showing 76–90 of 231 transcripts.
Clear all filters- RAISE Summit24 min
ALL-IN Podcast Live: Pat Gelsinger, Partner at Playground Global | RAISE Summit 2026
Pat Gelsinger, Jason Calacanis
Intel's strategic decline is attributed to a shift from technical to financial leadership that prioritized shareholder returns over R&D, resulting in missed fabrication opportunities and the loss of key markets like Apple and NVIDIA. In response, CEO Pat Gelsinger is driving a foundry pivot and onshoring initiatives under the CHIPS Act to rebuild manufacturing capacity while navigating geopolitical risks centered on Taiwan's vulnerability. Concurrently, the broader semiconductor landscape is expected to mature through a multi-decade AI expansion constrained by energy limits, alongside anticipated quantum computing breakthroughs by 2030 that will redefine computational capabilities.
- RAISE Summit22 min
RAISE Summit Opening: A Fireside with Mark Cuban & Anton Osika, Lovable | RAISE Summit 2026
Lovable enables founders, small businesses, and enterprise teams to generate over one million projects weekly by translating plain English descriptions into fully hosted, secure, and monetizable software solutions. The platform has driven significant cost savings, such as a million dollars annually for the healthcare staffing firm Nursa, while empowering non-technical users to act as "AI co-founders" by automating setup tasks like global payments and data governance. Looking ahead, Lovable aims to evolve from a code generation tool into a strategic business advisor that leverages agentic workflows to optimize customer acquisition and internal operations without requiring traditional engineering resources.
- 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 Summit18 min
Creativity in the Age of AI | NYSE, Canva & Anthropic | RAISE Summit 2026
Michael Harris, Duncan Clark, Guillaume Princen
Canva executives and Anthropic leaders outlined a strategic convergence where AI acts as a workforce amplification tool rather than a replacement, evidenced by Canva's internal hackathons and Anthropic's enterprise focus on data trust. Their collaboration highlights a shift toward agentic capabilities by 2026, enabling automated workflows like the new Affinity Pro integration and scaled design customization for global marketing teams. The discussion forecasts that ecosystem connectivity and context will drive a 2027 milestone where AI surpasses top human expert performance, fundamentally compressing industry progress timelines.
- 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.
- 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 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.
- 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.