Latest Interviews
Showing 91–105 of 231 transcripts.
Clear all filters- RAISE Summit12 min
Agents are Here. Compute has to Change | Sachin Katti, OpenAI | RAISE Summit 2026
OpenAI has entered an agentic era where its internal roadmap is realized through AI systems handling nearly all internal token generation and conducting autonomous research tasks. This shift has compressed model release cycles from half a year to monthly intervals by enabling 50x growth in research experimentation and expanding compute demands to include synthetic data and reinforcement learning. As non-engineering departments and AI interns drive adoption, the organization is simultaneously rebuilding its infrastructure with heterogeneous hardware and complex networking to support the iterative, tool-heavy workflows required for this new phase of recursive development.
- RAISE Summit19 min
The Democratization of Engineering | Sassine Ghazi, Synopsys | RAISE Summit 2026
Synopsys CEO Sasan Ghazi outlines a strategic pivot toward full silicon-to-systems co-design following the ANSYS acquisition, enabling cross-domain physical optimization for complex AI and robotics applications. As the industry shifts from monolithic architectures to heterogeneous designs, the company leverages autonomous L4-level AI agents to accelerate chip workflows while addressing severe wafer capacity constraints projected to impact the market by 2030. This approach prioritizes high-fidelity digital twins to reduce prototyping costs and secure supply chains against the surging demand for physical AI infrastructure.
- RAISE Summit21 min
Crusoe's Energy-First Vision for the AI Cloud | Chase Lochmiller | RAISE Summit 2026
Chase Lochmiller, Henri Delahaye, Francesc Campoy, DAN GALPIN, FRANCOIS BEAUFORT
Crusoe is establishing itself as a vertically integrated AI infrastructure leader by relocating compute from traditional hubs to stranded energy sources, having secured over 40 GW in its development pipeline with rapid construction cycles like the 11-month Abilene project. The company recently acquired Atero to deploy its "Crusoe Memory Alloy" for optimized inference, simultaneously shifting its product strategy toward distributed "AI factories" that monetize hardware investments through cost-effective token generation rather than large-scale training. As the industry transitions from theoretical announcements to execution over the next 24 months, Crusoe prioritizes operational resilience and end-user value delivery to dominate the emerging market for decentralized, energy-driven AI services.
- RAISE Summit19 min
Building AI That Gets Work Done | Gautier Cloix, H Company | RAISE Summit 2026
CEO Gautier has transformed the enterprise AI landscape by launching H, a solution that bypasses legacy system barriers through third-generation "computer use" technology capable of mimicking human actions on any software interface. This approach delivers measurable financial returns in weeks rather than months, evidenced by 4–5% procurement savings in construction and streamlined operations for major clients like BNP Paribas. By leveraging cost-effective, proprietary models within Nvidia's ecosystem, H competes globally by prioritizing immediate balance sheet impact over theoretical capabilities, effectively removing the execution layer to let human capital focus on strategic intent.
- RAISE Summit22 min
Fireside Chat with Lin Qiao, CEO & Co-Founder of Fireworks AI | RAISE Summit 2026
At the RAISE conference, Matt Miller of Avantik VC discussed Fireworks AI's specialized intelligence platform with founder Lin Chao, a former Meta AI infrastructure lead who built the company to help businesses own their data-driven models rather than relying on generic APIs. The dialogue highlighted how fine-tuning open-source models on proprietary data allows companies to reduce inference costs by up to tenfold while creating durable competitive moats against commoditized application development. Together, they outlined a strategic shift where long-term business survival depends on continuous model customization and the deployment of millions of specialized models tailored to specific use cases.
- RAISE Summit22 min
David Bitton, David Dubrovsky, Andrew Dieckman & Rachel Metz | Fireside Chat with 5C & AMD
David Bitton, David Dubrovsky, Andrew Dieckman, Rachel Metz
The event examines the strategic co-design partnership between infrastructure builder 5C and chipmaker AMD, which aims to resolve global compute shortages through vertically integrated data centers optimized for multi-generational hardware cycles. Industry leaders prioritize site selection based on power grid capacity, political stability, and proactive community engagement to mitigate opposition while managing the intense market consolidation where top customers control half of global demand. Looking toward a decade ahead, the discussion outlines a bifurcated infrastructure future featuring massive liquid-cooled training clusters alongside edge AI, driven by the necessity of flexible power allocation and deep strategic trust between partners.
- RAISE Summit19 min
Scaling AI Infrastructure for the Agentic Era | Charlie Kawwas, Broadcom | RAISE Summit 2026
Frontier artificial intelligence laboratories are increasingly partnering with Broadcom to deploy purpose-built XPU architectures that replace general-purpose hardware, enabling custom designs that eliminate efficiency losses and proprietary ecosystem taxes. This strategic shift supports a massive scaling trajectory where Broadcom projects over $100 billion in revenue by 2027 while delivering 16 times the current compute capacity through modular chiplet technology. As major clients contract for gigawatt-scale power expansions, the collaboration prioritizes rapid time-to-market for specialized "agentic AI" workloads while addressing supply chain constraints through new advanced packaging facilities.
- RAISE Summit18 min
Your AI Advantage: Turning Intelligence Into Results | Mark Hura, Oracle | RAISE Summit 2026
Enterprise leaders are shifting from experimental AI to applied AI strategies that prioritize specific business outcomes across sectors like healthcare, finance, and construction. Oracle supports this transition by providing a full-stack infrastructure that enables data sovereignty and local inference, while internal success stories demonstrate dramatic efficiency gains such as a 72% reduction in billing errors. Industry executives are advised to align top-down strategic goals with bottom-up operational needs to capitalize on the current accelerated adoption cycle where AI integration drives tangible reductions in cost and burnout.
- RAISE Summit18 min
Cheap Tokens, Expensive Mistakes: The Real Economics of AI at Scale | RAISE Summit 2026
Liran Zvibel, Dylan Patel, Karen Kwok
Major AI operators are pivoting from pure pricing power to structural cost efficiency, leveraging advanced KV cache offloading and optimized storage architectures to slash inference expenses. Recent benchmarks reveal that NAND-based memory solutions and strategic hardware combinations, such as high-capacity AMD GPUs, can outperform standard setups by up to 20 times in multi-turn agentic workflows while delivering 7x higher throughput. This shift allows emerging providers and frontier labs to significantly expand gross margins, with companies like Anthropic and OpenAI now projecting substantial operating profits driven by these infrastructure innovations rather than model weights alone.
- RAISE Summit23 min
Agentic Development Security | Manoj Nair, Snyk | RAISE Summit 2026
Presenting critical findings on the surge of security risks in AI-driven development, this analysis reveals a 108% increase in vulnerabilities linked to agentic workflows and highlights that current frontier models still produce only 60% secure code autonomously. With threat actors already executing attacks within weeks and open models projected to match proprietary capabilities in six months, the session outlines a strategic blueprint requiring independent validation, pre-build context integration, and the eradication of technical debt before scaling adoption. Urging organizations to shift from fragile remediation to resilient, load-bearing architectures, the discussion emphasizes immediate board-level action to secure supply chains and comply with upcoming regulatory frameworks like the EU AI Act.
- RAISE Summit18 min
Betting on the AI Application Layer | Grant Lee, Gamma | RAISE Summit 2026
Gamma, an AI-driven visual communication platform with over 100 million users and a $2.1 billion valuation, is expanding its international footprint by establishing a London office to support its 80% non-US user base. Led by Grant Lee, the company is pivoting from simple slide generation to enterprise-grade brand alignment while adopting a lean organizational structure that prioritizes cohesive user experiences over proprietary model ownership. Lee further advocates for a multi-model strategy to navigate regulatory shifts and positions the current market as a transition from bolting AI onto workflows to fundamentally reinventing product architecture.
- 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.
- 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.
- RAISE Summit10 min
Matt Hicks, Red Hat ｜ RAISE Summit 2025
At the RAIDS Conference 2025 in Paris, Red Hat unveiled its strategic shift toward sovereign AI infrastructure, introducing products like the Red Hat Inference Server and OpenShift Lightspeed to optimize open-source model deployment across enterprise environments. By partnering with major hardware and cloud providers including NVIDIA and AMD, the company aims to resolve critical GPU utilization bottlenecks and control token costs, thereby enabling scalable agentic workloads that transition from experimentation to production. This approach positions software innovation, specifically through tools like VLLM and LLMD, as the primary driver for maximizing efficiency in a landscape where hardware performance is plateauing.