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  1. a16z49 min

    Sam Altman on Sora, Energy, and Building an AI Empire

    Sam Altman, Ben Horowitz, Erik Torenberg

    OpenAI CEO Sam Altman outlines a strategic shift toward extreme vertical integration, establishing a massive global infrastructure stack to support research, consumer products, and hardware while securing partnerships with Nvidia, AMD, and Oracle. The organization prioritizes scientific advancement and world model development, predicting that within two years AI systems will autonomously conduct complex research in physics and biology, though this rapid scaling necessitates new per-generation monetization models. Concurrently, Altman advocates for a measured regulatory approach focused only on superhuman capabilities to avoid stifling innovation, while emphasizing that the ultimate economic value of this infrastructure lies in the successful and gradual deployment of artificial general intelligence.

  2. The Economist7 min

    Mark Carney on dealing with Donald Trump

    Mark Carney, Donald Trump, Zanny Minton Beddoes, Prime Minister Carney, Sani

    Prime Minister Carney attributes Canada's recent economic stagnation to persistent tariff uncertainty while characterizing U.S. trade policy as a coercive "mafioso" strategy driven by President Trump. In response to this geopolitical rupture, Ottawa is pivoting toward strategic sovereignty by bolstering Arctic defense and cultivating a "variable geometry" of trade alliances to reduce reliance on the American market. This dual approach acknowledges a permanent shift toward high-tariff U.S. protectionism, compelling Canada to prioritize self-sufficiency and diversify global partnerships beyond traditional transatlantic frameworks.

  3. RAISE Summit22 min

    Inception Fund & AI: From Inception to Exit Building AI Giants from Europe and the Nordics

    Peter Sarlin, Oliver

    Former professor Peter Sarlin founded the private AI lab Silo AI in 2017 and led the bootstrapped company to a $700 million exit when acquired by AMD in 2022, establishing the largest pure-play AI acquisition in Europe. Sarlin attributes this success to a contrarian philosophy that prioritized functional machine learning over hype while hiring primarily from academia, resulting in a workforce of over 220 AI scientists before the strategic sale. Beyond this specific case study, Sarlin highlights that the fragmentation of the European single market remains the primary barrier preventing regional startups from scaling into trillion-dollar enterprises, forcing founders to adopt a global-first strategy despite Europe's strengths in industrial AI applications.

  4. RAISE Summit23 min

    Alex Ratner, CEO & Co-Founder, Snorkel AI: Data Centric AI in the Agentic Era

    Alex Ratner

    Alex, co-founder of Snorkel.ai, argues that specialized agentic systems require robust evaluation benchmarks composed of prompt datasets, rubrics, and verifiers to serve as functional product requirements. His company provides data operations platforms to major US banks and federal agencies while demonstrating that custom-trained models using programmatic evaluators can outperform GPT-4 on complex insurance underwriting tasks. This approach establishes high-quality data and verification logic as the foundational prerequisites for optimizing Reinforcement Learning in enterprise environments.

  5. RAISE Summit16 min

    Dr. Ilya Burkov (Nebius): Powering Next‑Gen Biotech Research with High‑Performance AI and Cloud GPUs

    Dr. Ilya Burkov

    Nebius, a vertically integrated Dutch cloud provider, leverages its unique pay-as-you-go infrastructure and top-tier supercomputer ranking to support biotech and healthcare firms in overcoming hardware bottlenecks. The platform enables critical advancements in drug discovery and radiology diagnostics for organizations like Converge Bio and Simulacra AI, which achieved significant accuracy gains and speedups over hyperscaler alternatives by utilizing on-demand H100 GPU capacity. Looking toward 2025, the company aims to expand its global footprint by integrating agentic AI and multi-omics data processing to address workforce shortages and accelerate time-to-market for new treatments.

  6. RAISE Summit37 min

    OVH Cloud, ClickHouse, Neon, Aiven, Airbyte & Commit: Open Software Infrastructure 2.0

    Abel, German, Oskari, Heike, Michel, Alexei, Francois Beaufort

    Executives from Aiven, Neon, Airbyte, ClickHouse, and OVHcloud converged to discuss how open-source data platforms are securing $10 billion in combined valuations while addressing enterprise needs for data sovereignty and interoperability. The panel detailed how the AI boom is driving a shift from human-led development to agentic provisioning, creating demand for storage-centric architectures that support short-lived, unstructured data workloads. Looking ahead, industry leaders predict a five-year trajectory where hundreds of millions of citizen developers leverage commoditized AI to compress development cycles, necessitating hybrid infrastructure strategies that balance local model execution with scalable cloud data management.

  7. RAISE Summit9 min

    Yuri Frayman, Co-Founder & CEO, Cast AI: Robots Will Feed the World… If We Build the Rails

    Yuri Frayman

    SoftBank Vision Fund portfolio companies are constructing the physical infrastructure necessary to transition AI from knowledge work into the global economy, aiming to replicate the prosperity seen with previous industrial revolutions. While addressing critical constraints in energy and compute, these initiatives prioritize workforce re-education and decentralized, open-source architectures to navigate regulatory fragmentation and ensure fair access against well-funded commercial labs. The deployment of large-scale, cloud-agnostic inference networks over the next decade will ultimately determine which entities successfully harness this AI abundance.

  8. RAISE Summit40 min

    Alix, SAP, Daytona, Feedly, Prosus & Handelsblatt: The Future Agentic AI & Autonomous Workflows

    Alix, Edwin Kodabachan, Paul Van der Boor, Alexander Maisor, Emmanuel Casimates, Ivan Bourazin

    Experts at a recent industry gathering defined Agentic AI as a shift from simple request-response models to autonomous systems capable of multi-step planning, emphasizing that security and governance remain critical barriers requiring strict human oversight. SAP and other leaders proposed frameworks like "agentic quality controls" and locally hosted environments to manage agent identities and comply with regulations, while anticipating a workforce evolution where humans supervise "digital teammates" rather than performing manual tasks. Despite concerns over the hype cycle, participants agreed that organizations with mature data and processes will soon leverage these tools to exponentially increase productivity, provided they implement robust guardrails to direct this technological capability toward tangible business value.

  9. RAISE Summit18 min

    A fireside Chat with Paddy Srinivasan, CEO of DigitalOcean ft. Semafor

    Paddy Srinivasan, Patti, Reid

    DigitalOcean CEO Patti and Reid Hoffman discuss the platform's role in serving 3 million developers by providing specialized AI infrastructure for both native startups and traditional firms integrating large language models. The conversation highlights critical global bottlenecks, including power constraints necessitating nuclear energy and a talent war driving new hiring protocols for AI automation engineers. Hoffmann forecasts a massive economic expansion where AI increases the technology sector's share of global GDP to 25% within a decade, alongside a predicted dispersion of value beyond current market leaders.

  10. RAISE Summit20 min

    Karl Havard, COO, Nscale on 3 Things Sovereign AI Must Deliver: Control, Compliance, and Growth

    Karl Havard, Carl

    Carl, CCO of Nscale, defines "sovereign AI" as a full-stack alternative to US hyperscalers that integrates energy generation, data center construction, and model hosting to ensure total infrastructure control. Geopolitical instability and US legislative threats, such as the Patriot Act and potential tariffs, are driving European governments to adopt this "Sovereign First" model to secure data compliance and economic growth through localized "AI Growth Zones." By coordinating renewable energy surpluses with high-density AI hardware requirements, this strategy aims to retain domestic research talent and bypass the physical and legal vulnerabilities of reliance on foreign cloud providers.

  11. RAISE Summit23 min

    Oege De Moor (XBOW) & Apoorv Agrawal (Altimeter): Hackers with GPUs Offensive Security in the AI Era

    Oege De Moor, Apoorv Agrawal, Uhey Dhimur

    Altimeter Capital-backed startup Expo has deployed an autonomous AI agent that ranks as the world's top ethical hacker, identifying over 1,200 vulnerabilities including critical zero-days in enterprise giants like Palo Alto Networks and Salesforce within a single week. This superhuman capability forces a strategic industry shift toward AI-driven defense to combat a "skill shortage" in malicious actors that has enabled nation-states to automate attacks with unprecedented speed. While the market anticipates a major cyber incident within twelve months due to rising AI-generated code risks, human security roles are expected to evolve from technical execution to the strategic orchestration of these autonomous systems.

  12. RAISE Summit17 min

    A fireside Chat with Ramin Hasani, Co-Founder & CEO of Liquid AI ft. Robert Cahill (Enhance Venture)

    Ramin Hasani, Robert Cahill

    Liquid AI, an MIT spin-off founded by Ramin Hassani, is deploying a unique full-stack foundation model platform that utilizes biologically inspired Liquid Neural Networks to run generative AI directly on edge devices. This architecture achieves linear scaling rather than the quadratic costs of standard Transformers, enabling powerful on-device intelligence in resource-constrained hardware like smartphones and satellites without relying on data centers. Positioned as a specialized "gatekeeper" alongside massive cloud-based Oracles, the Boston-based company targets a projected $1 trillion on-device AI market by 2035 with applications spanning consumer electronics, automotive, and aerospace sectors.

  13. RAISE Summit20 min

    SQORUS & Oracle: How AI is transforming step by step our industries. Use cases by ONET

    Cyril Grira, Geoffrey, Gaurit Champenois, Romain Guyettremotier

    Oracle, Skorus, and ONET Airport Services unveiled a comprehensive digital transformation at a 40th-anniversary celebration that leverages Oracle Cloud Infrastructure to reduce annual baggage losses by 25%. Led by Cyril Grira of Oracle, Geoffrey of Skorus, and ONET CIO Guillaume de Montessu, the project utilizes Autonomous Database 23ai, AI-powered vision services, and generative AI to shift operations from rigid timing-based SLAs to value-driven, real-time decision-making. Future initiatives plan to advance this system toward autonomous mission assignment and augmented reality interfaces to further optimize ground service productivity across Charles de Gaulle and other major hubs.

  14. RAISE Summit37 min

    Fractile AI, Rogo, Scribble VC, San Francisco Compute: The AI Trillion-Dollar Opportunity

    Eric Manisse, Elizabeth Weill, Walter Goodwin, John Willett

    San Francisco Compute CEO Eric Manisse, Scribble Ventures' Elizabeth Weill, and founders Walter Goodwin and John Willett convened to analyze strategies for scaling AI infrastructure, hardware, and enterprise solutions amidst rapid technological evolution. The panel detailed critical operational frameworks, including balancing hardware development timelines with software agility, mitigating hallucination risks in financial applications, and proactively shaping export control regulations rather than merely complying with them. Experts concluded that long-term success in this sector relies on specialized human expertise for deep tech, the creation of durable data moats, and a shift toward treating global compute as a utility to drive the next industrial revolution.

  15. RAISE Summit39 min

    Data Overload into Actionable Gold: AI’s Rescue Mission for Enterprises Tackling Unstructured Data

    Nassime Reyholt, Victoria, Samuel Cohen, Harry Folliter, Robert, Alonzo Garcia

    Representatives from Doctolib, Databricks, Alorica, Fergen, and Blackbox AI convened to discuss the critical transition from structured legacy systems to leveraging unstructured data for enterprise decision-making. The panel emphasized that successful AI deployment requires strict governance, real-time evaluation frameworks, and the use of synthetic data to ensure agents can reliably execute tasks without the 80% pilot failure rate common in the industry. By prioritizing data intelligence over model architecture, these leaders outlined a roadmap for moving from experimental playground agents to autonomous systems that self-correct in live production environments.