Latest Interviews

Cohere, Adobe, Teneo: Revolutionizing Enterprise Search with AI. Unlock The Potential of Your Data

Philippe Massoncier, Nick Morales, Abhijit Singh

Adobe and Cohere have formally partnered to integrate Cohere's AI embedding and re-ranking models into Adobe Document Cloud, powering the Acrobat AI Assistant with multilingual and multimodal search capabilities across over 100 languages. This collaboration transforms enterprise search from simple retrieval to intelligent action by unifying fragmented data from systems like Salesforce and SharePoint, while enforcing strict trust pipelines through Retrieval-Augmented Generation to ensure all AI responses are cited to source documents. By offering flexible deployment options including private on-premises infrastructure, the alliance directly addresses critical barriers to enterprise AI adoption such as data silos, security compliance, and the need for context-rich data to enable autonomous AI agents.

NYSE, ICONIQ, NFDG/ AI Grant: From SaaS to Superintelligence How AI Is Rewriting Growth Economics

Hirsch, Sarah

Investors from NFDG and Iconic discuss a private AI market defined by unprecedented valuations for young firms, where aggressive growth expectations now outweigh traditional age-based benchmarks. The dialogue highlights shifting financial mechanics, such as the prevalence of hybrid pricing models and the critical importance of velocity over static data moats in defending against hyperscalers. Looking forward, the speakers identify biology and service-heavy verticals like legal and healthcare as primary arenas for disruption as AI transitions from cloud-enabled tools to native operational infrastructures.

Chris Stephens (Groq) & Judith Gardiner (Equinix): Enabling AI Inference for the European Market

Chris Stephens, Judith Gardiner, Christopher Coleman-

Grok and Equinix have formalized a strategic partnership to deploy AI inference services across Equinix's 270 global data centers, initiating operations in Helsinki with a roadmap for rapid expansion into Southern Europe and Africa. Leveraging specialized 14nm chips that significantly reduce power consumption and Equinix Fabric for low-latency connectivity, the collaboration addresses surging enterprise demand for sovereign cloud solutions and data residency in regulated sectors. This alliance prioritizes speed to market, evidenced by previous 30-day deployment cycles, while integrating sustainability measures such as waste heat recovery and renewable energy sourcing to support the industry's shift toward distributed inference workloads.

A fireside Chat with Mati Staniszewski, CEO & Co-Founder of Eleven Labs ft. Balderton Capital

Mati Staniszewski, James Wise

Founded by Mati Kovacs and Peter, Eleven Labs has evolved from addressing Polish film dubbing limitations into a global AI voice leader operating with offices in the US, Europe, India, and Japan. The company currently executes a dual strategy of frontier research and application development, delivering production-ready voice agents for healthcare scheduling and interactive entertainment while distinguishing itself through high-fidelity dialect recognition and a creator marketplace that has paid over $5 million. Looking forward, leadership is prioritizing a three-tier trust framework for safety and a technical pivot toward combining cascaded reliability with end-to-end Duplex models to achieve human-like latency in the coming year.

Paul Copplestone (SupaBase) & Abel Samot (Commit): Open Source Backend for the AI Age

Paul Copplestone, Abel Samot, DAN GALPIN, FRANCESC CAMPOY, ALEXIS MOUSSINE

Supabase has achieved a $2 billion valuation following a $200 million funding round, driven by a user base that tripled to over 3 million developers and a strategy positioning the open-source platform as a default modern web backend. Founder Paul Copplestone highlights rapid adoption fueled by AI-assisted "vibe coding" tools while the company pursues enterprise growth through "configuration over customization" and upcoming infrastructure breakthroughs like the Multigress sharding solution. Operating as a fully remote organization of 140 specialists, the firm continues scaling by launching Pico instances for zero-to-one applications and recruiting senior talent to support petabyte-scale database capabilities.

A fireside Chat with May Habib, CEO & Co Founder of Writer ft. Rana Yared, GP, Balderton Capital

May Habib, Rana Yared

Writer is an enterprise AI company accelerating the transition to "Era 3.0" agentic systems by deploying vertically specific, revenue-impacting solutions that integrate with legacy infrastructure while maintaining full-stack control over security and reliability. The organization addresses adoption barriers like traceability and scalability through a frugal, synthetic-data-driven architecture that enables rapid model iteration and distinct competitive moats against infrastructure providers. By structuring implementation around 30-to-365-day value increments, Writer facilitates deep corporate transformation from efficiency tools to autonomous agents capable of executing complex, high-stakes business workflows.

Poolside AI, IREN, Forbes: From 10x to 100x Building AI Systems for Real World Scale

Emma Allen, Dennis Skriniop, Isa Kent

Dennis Skriniop of Iron and Isa Kent of Poolside discuss the critical infrastructure and energy requirements for scaling foundation models toward human-level intelligence. Kent outlines Poolside's $500 million investment in automating a "model factory" that executes 1,800 monthly experiments, emphasizing that 80% of success relies on distributed systems engineering rather than algorithmic discovery. Skriniop and Kent further analyze the necessity of hybrid power grids, disaggregated storage architectures, and the emerging role of specialized "Neo-Clouds" to address the exponential complexity of operating clusters exceeding 10,000 GPUs.

Dr. Walden C. Rhines, Cornami: Scalable Secure AI Deploying LLMs with Fully Homomorphic Encryption

Dr. Walden C. Rhines

Facing the impending threat of quantum computers breaking current encryption, Kornami deploys its TrueStream software and hardware architecture to make Fully Homomorphic Encryption practical by eliminating the computational bottlenecks that traditionally limit its use. Their "sea of cores" system delivers banking security benchmarks in seconds rather than days and achieves performance levels orders of magnitude more efficient than NVIDIA H100s for AI and blockchain workloads. With beta units scheduled for deployment this quarter and volume production targeted for late this year, the company aims to resolve global power constraints while enabling secure data monetization and privacy compliance without exposing raw information.

Together AI & SemiAnalysis: In Conversation Together AI's Vision For the Future of AI Infrastructure

Vipul Vaid-Prakash, Dylan Patel

Founded in late 2022, Together AI challenges hyperscaler dominance by reengineering the cloud stack to achieve 75% maximum FLOP utilization on H100 GPUs, significantly outpacing the 50% industry standard. Led by chief scientist Tri Dao and the ClusterMax initiative, the firm drives down inference costs for massive models like DeepSeek from $8 to 30 cents per million tokens through architectural innovations and Reinforcement Learning frameworks. These technical advancements enable new MoE-based workloads and position the company to define emerging optimization surfaces before new hardware generations are fully adopted.

A Fireside Chat with Nicolas Dessaigne (YC-Combinator) & Jean de la Rochebrochard (Kima Ventures)

Nicolas Dessaigne, Jean de la Rochebrochard, Nicolas Tassin

Kima Ventures' Jean de la Rochebrard and Y Combinator partner Nicolas Tassin discussed their investment strategies, emphasizing that AI has shifted from a distinct category to a de facto standard comparable to cloud computing. The investors outlined distinct regional dynamics, noting that US founders leverage superior risk tolerance and speed while European entrepreneurs must overcome cultural humility to access the capital pools required for billion-dollar growth. They concluded that future market leaders will likely emerge in vertical applications within "boring" industries rather than horizontal platforms, provided founders prioritize authentic execution over hype and build defensible data moats.

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.

Lambda, Hugging Face, SemiAnalysis: The Neural Network Is the Computer

The discussion outlines a fundamental shift from traditional programming to "neural software," where generative models act as dynamic interfaces that execute user intent through natural language rather than static code. Key developments in video, audio, and multimodal integration are enabling consistent, real-time content creation while replacing fixed graphical user interfaces with adaptive, semantic environments. This evolution promises to eliminate conventional coding barriers by 2030, though it simultaneously introduces complex challenges regarding state retention and the societal implications of AI-driven interactions.

Jaspar Carmichael-Jack, Co-Founder & CEO, Artisan: How We Generate 1000s of Leads with AI

Jaspar Carmichael-Jack, Jasper

Founded by CEO Jasper in September 2023, Artisan has rapidly scaled to over $6 million in annual recurring revenue as the second-fastest-growing AI startup globally following its Y Combinator Winter '24 graduation. The company distinguishes itself through a controversial "Stop Hiring Humans" marketing campaign that generated over one billion impressions and a proprietary AI agent named Ava, which recently delivered nearly $1 million in ARR from a $20,000 investment by autonomously managing outbound sales cycles. Looking ahead, Artisan is preparing a major Q4 product expansion while refining its strategy to leverage AI-generated content for high-volume marketing, reserving human oversight for SEO and brand-critical communications.

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.

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.