Latest Interviews
Showing 121–135 of 231 transcripts.
Clear all filters- RAISE Summit40 min
The Efficiency Enigma: Can Smarter Software Save Us from Hardware Bottlenecks
Paul Moscovitch, Jean-Laurent, Stefan, Craig Tavares, Romain Guyett, Jared, Bob
Industry leaders report that Moore's Law persists through advanced silicon technologies, yet the AI sector faces a critical shift from raw compute scarcity to bottlenecks in memory bandwidth and power efficiency. As data centers transition from training-heavy operations to a 50-50, and eventually 80-20, split favoring inference, organizations are adopting hybrid strategies that pair expensive GPU clusters for training with CPU-based solutions for latency-sensitive edge tasks. Strategic guidance now emphasizes aligning hardware selection with specific workloads while prioritizing novel application development over premature cost optimization.
- RAISE Summit20 min
Contentsquare & Eurazeo: From Data Rich to AI Smart Reinventing a Scale Up in Real Time
Anne-Charlotte Filbert, Ilan, Remy
Eurazeo's Anne-Charlotte Filbert and Content Square's Ilan analyzed the latter's strategic pivot from a traditional analytics provider to an AI-native platform following a 2023 acquisition of Heap. Driven by CEO John, the company restructured its organizational culture and product roadmap to prioritize agentic workflows, launching proactive "Sense" insights while implementing strict security protocols for tools like Gemini and Dust. The discussion concluded that future market survival hinges on the "velocity" of leadership to transform late-stage enterprises, contrasting Content Square's scale with the agility required for AI-native success.
- RAISE Summit20 min
A Keynote by Thomas Sohmers, Co Founder & CTO of Positron
Positron AI, a startup founded in 2023, is deploying specialized hardware to address the inference bottleneck that now drives global GDP growth and limits traditional GPU efficiency for Transformer models. Their Atlas server and upcoming Titan system prioritize massive memory bandwidth over raw compute, delivering 70% higher throughput per dollar while operating at 150 watts to eliminate the need for liquid cooling. By enabling concurrent execution of multiple models up to 512 billion parameters on standard air-cooled infrastructure, the company aims to drastically reduce AI operating costs and reshape the economic landscape of software development.
- RAISE Summit42 min
Merantix, BlueBridge, NEXT AI & Balderton: Moats in the Age of AI Separating Winners from Wannabes
Solène, Nicole, Moody, Max, Breeze, Lina, Bianca
Solène of Baldur Capital moderated a panel with industry leaders from Bluebridge, Mirantics, and Next.ai to dissect the evolving nature of AI competitive advantages as unstructured data becomes automated and model volatility increases. The discussion highlighted that sustainable moats now rely on human engineering, complex legacy system integration, and strong distribution networks rather than proprietary data or static wrappers. Participants emphasized that investor success signals center on team tenacity and founder vision, urging founders to prioritize solving tangible, high-stakes problems over theoretical defensibility strategies.
- RAISE Summit26 min
Adrian McDermott, CTO, Zendesk: What CX Teaches Us About AI And The Future Of Work
During a presentation on enterprise AI transformation, Zendesk representatives detailed how their platform now supports 15,000 generative AI users and redefines customer service as a critical revenue engine where 94% of value derives from support interactions. The company outlined a strategic shift toward outcome-based pricing and the development of voice-enabled agents, aiming to reduce the customer service market's dependence on human labor by the end of the decade. Data from 33 million analyzed tickets suggests that AI will primarily address upstream business failures and low-value queries, allowing human agents to focus on high-empathy tasks that prevent churn.
- RAISE Summit15 min
Sara Du, Founder, Asari: MCP & the Future of AI Agents
Speaker, a former Thiel Fellow and founder of the $27 million AI platform Alloy, introduces the Model Context Protocol (MCP) as a dynamic standard adopted by industry giants like OpenAI and Microsoft to replace rigid APIs with non-deterministic software agents. While this protocol enables autonomous LLMs to interpret English descriptions of tools for complex workflows such as CRM automation, its rapid growth has exposed critical security vulnerabilities regarding credential theft and a lack of quality variance in open-source servers. The speaker predicts a future where businesses operate primarily as MCP servers and outlines the urgent need for internal security scans, private registries, and robust evaluation frameworks to manage these emerging multi-agent systems.
- RAISE Summit18 min
Cresta: The Path to 90% Service Automation: Pitfalls, Secrets & Lessons from Enterprise Deployments
Ping Wu, CEO of Cuesta, addresses the unique challenges of automating contact centers by distinguishing private, legacy-bound support data from the public datasets that drove coding automation. His platform deploys a three-part architecture of conversation intelligence, agent assistants, and native AI agents to achieve high task-level automation metrics while maintaining human oversight for complex escalations. This strategy aims to shift customer experience from defensive cost-cutting to an era of abundant, proactive engagement where AI handles 90% of sub-tasks, lowering interaction costs and enabling more frequent customer contact.
- RAISE Summit20 min
Neo4j, Eurazeo Growth: Connected Intelligence Why Graph Technology Is the Missing Link in GenAI
Eurasio Fund identified graph technology as essential for bridging the gap between GenAI prototypes and production environments, a strategy validated by Gartner's finding that knowledge graphs increase success rates by 80%. Major enterprises like Klarna now leverage this approach to eliminate thousands of legacy applications and accelerate processing speeds by 1,000 times, while Neo4j serves as the underlying infrastructure for 84 Fortune 100 companies. The industry further solidified this shift in 2023 when the ISO standardized the Cypher query language as GQL, cementing graph databases as a critical component for explainability and security in complex AI systems.
- RAISE Summit18 min
Richard Wham, Airia: Best Practices for Accelerating Your AI Journey with Secure and Powerful Agents
ARIA, founded by the co-founders of AirWatch and OneTrust, is an AI orchestration platform designed to solve the industry-wide stagnation where 88% of organizations remain stuck in Proof of Concept phases due to security and reliability concerns. The solution utilizes a dual-layer architecture combining a flexible agent-building environment with a guarded central management system to dynamically swap between models, mitigate rapid deprecation cycles, and enforce strict data privacy standards across multi-provider ecosystems. Serving approximately 500 customers, the platform enables enterprises to deploy containerized, compliant AI solutions that ensure resilience against supply chain risks while optimizing for cost and performance in an evolving market.
- RAISE Summit40 min
Softbank, Gen Z VCs, Adagia, F5, Cathay & Samsung NEXT: AI Investment Frenzy The 2001 Remake!
Megan Loyst, Ahmed Getarim, Denis, Chardin Boué, Jonathan Machado, Alok
A diverse panel of investors from GenZBCs, F5, CATA Innovation, Adagia, and Samsung Next, alongside buyer representative Ahmed Getarim, evaluates the current tension between a genuine AI utility revolution and inflated private market valuations. Participants warn of a "hype bubble" where rapid revenue growth in Gen AI clashes with unsustainable unit economics, predicting that 50% of current unicorns will fail while successful ventures rely on proprietary data, vertical integration, and network effects rather than just funding. The group concludes that future viability requires balancing technological acceleration with labor market stability and emphasizes "service as software" as the emerging model for long-term defensibility.
- RAISE Summit16 min
June Paik (FuriosaAI): Tensor Contraction Processor: NextGen AI Inference Chip for Data Centers
Seoul-based Furiosa AI CEO Jun Paek unveiled the Renegade, a second-generation silicon chip engineered to solve energy bottlenecks in the shift toward frontier agentic model inference. Built on TSMC's 5-nanometer node, this Tensor Contraction Processor delivers 190% superior tokens-per-second-per-watt performance compared to NVIDIA H100 units by optimizing for 1.5 terabytes per second memory bandwidth and 180-watt power consumption. Currently in the sampling phase with global enterprise clients, the chip enables manufacturers and sovereign sectors to own their full AI stack while drastically reducing the capital and operational costs associated with scaling massive data centers.
- RAISE Summit20 min
A Frieside chat with Rafay & BUZZ HPC: Sovereign AI in Action From Infrastructure to Impact
Rafay, BUZZ HPC, Haseeb, Craig
BuzzHPC positions itself as a sovereign AI provider for Canadian enterprises by operating an integrated stack across Sweden and Canada that delivers over 135,000 GPUs while ensuring strict data residency and compliance with regulations like the U.S. Cloud Act. By transitioning from declining bare metal margins to value-added model-as-a-service offerings, the platform achieves revenue per H100 of $3.50 to $5.00 through self-service consumption, multi-tenancy, and enterprise-grade SLAs. This approach satisfies modern developer expectations by offering granular isolation from single units to 1,000+ GPU clusters, enabling efficient end-to-end project hosting without the friction of data movement between hyperscalers and domestic clouds.
- RAISE Summit18 min
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.
- RAISE Summit20 min
Des Traynor, Co-Founder & CSO @ Intercom & Creator of Fin.ai: The Death of SaaS, The Dawn of Agents
Industry leaders identify AI agents as an existential force converging fragmented B2B SaaS workflows, presenting a critical "adapt or die" choice where obsolescence looms for firms unable to deploy robust, job-executing systems within two years. While strategic ambition ranges from efficiency-boosting copilots to full organizational replacements, success hinges on overcoming severe operational hurdles regarding unstructured data, compounding error rates in multi-step chains, and balancing agent agency with strict reliability controls. Although pioneers like Intercom report five-year growth through this paradigm, widespread adoption requires fundamentally rewriting pricing, sales, and validation architectures to bridge the gap between experimental prototypes and production-ready performance.
- RAISE Summit20 min
NYSE, ICONIQ, NFDG/ AI Grant: From SaaS to Superintelligence How AI Is Rewriting Growth Economics
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.