Karen Kwok
Showing 1–2 of 2 transcripts.
- RAISE Summit41 min
Cracking the ROI Code: Is Intelligence Meeting the Income Statement? | RAISE Summit 2026
May Habib, Rick McConnell, Vishal Talwar, Amit Zavery, Stevie Case, Karen Kwok
Executives from ServiceNow, Dynatrace, FedEx, and Vanta convene to assert that artificial intelligence has transitioned from a speculative technology to a foundational operational driver, citing a direct $500 million P&L improvement for ServiceNow and a 350% average ROI for Dynatrace customers. The panel emphasizes a strategic shift away from measuring technology inputs like token volume toward traditional financial metrics and outcomes such as autonomous issue resolution, while identifying a critical workforce transformation that requires reskilling 500,000 employees and adapting hiring practices for functional engineering roles. Ultimately, the discussion concludes that successful AI integration depends on establishing robust trust frameworks through AI Control Towers and data consolidation to manage shadow AI risks, positioning organizational culture and process rewriting as the primary prerequisites for future scalability.
- 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.