Rodrigo Liang
Showing 1–5 of 5 transcripts.
AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI
Max Cook, Matan Grinberg, Pim de Witte, Philip Johnston, Mark Papermaster, Rodrigo Liang, Ramin Hasani, Robin Rombach, Chris Madden, Henri Delahaye, Molly, Philippe, Thomas
At the RAISE Summit, industry leaders like Max Cook and Matan outlined a decisive shift toward agentic AI ecosystems that replace traditional interfaces with natural language and naturalize the routing between frontier and open-source models based on latency and cost. Concurrently, hardware giants such as SambaNova and StarCloud announced billion-dollar investments and space-based compute strategies to overcome power constraints and enable efficient inference on edge devices. This convergence of sovereign AI initiatives, supply chain scaling, and automated software engineering marks a global transition where enterprises treat AI as a deployed product rather than a research tool.
Inference 101: SambaNova CEO Rodrigo Liang
Sambanova has secured its first $1 billion tranche at an $11 billion valuation, bringing its total capital raised to $2.5 billion as it pivots to optimizing inference for trillion-parameter models. The company's SN40 architecture enables premium, high-accuracy inference within standard 10-kilowatt air-cooled racks, offering a scalable alternative to the massive, liquid-cooled data centers required by competing GPU technologies. This infrastructure strategy, led by founder Rodrigo Yang, supports a heterogenous data center model and edge deployments to meet the latency demands of agentic AI while allowing cloud providers to maximize revenue per rack.
- RAISE Summit30 min
RAISE Summit 2025: The AI Evolution Open Source, Fast Inference, and the Agentic Revolution
Tony Kim, Thomas Wolf, Rodrigo Liang, Arjun Kharpal
The AI sector is rapidly pivoting from foundational model development to agentic inference and production, driven by a strategic race for full-stack superiority where proprietary models currently retain a six-to-twelve-month performance lead. Enterprises are increasingly adopting open-source alternatives to ensure data privacy and cost efficiency, prompting a hardware shift focused on energy-efficient inference rather than raw training power. While consumer assistants and automated SaaS applications are expected to mature within two years, the industry faces critical bottlenecks regarding gigawatt-scale energy demands and the potential for data security breaches.
- RAISE Summit38 min
'International Perspective on GenAI Views from the Frontiers' | RAISE Summit 2024 | Paris
Rodrigo Liang, Patrick Perez, Michael Kratsios, Benjamin Cistecky, Chandra Khatri, Antoine Moyroud, Antoine Moreau
Global investors and governments are aggressively pursuing "sovereign AI" strategies, exemplified by Saudi Arabia's rumored $40 billion fund and the EU's push for a trust hub, to ensure cultural alignment and data control over large language models. Industry leaders like Samba Nova and Criterium are addressing critical technical barriers in low-resource environments by developing custom tokenizers and open-source models that overcome the fragmentation of non-Latin languages. This convergence of geopolitical ambition and technical innovation is expected to reshape the market into a diverse ecosystem of local champions and open science, moving beyond English-centric dominance to serve billions of new users.
- RAISE Summit23 min
Fireside Chat by SambaNova CEO, Rodrigo Liang & Leila Abboud of the FT | RAISE Summit 2024 | Paris
Samba Nova, a Palo Alto-based hardware and software provider, has launched "Samba 1," the world's only trillion-parameter model constructed entirely from open-source components to offer enterprises full ownership and data sovereignty. Differentiating itself from hyperscalers by combining proprietary RDU architecture with a "composition of experts" strategy, the company delivers a 10x performance increase while enabling secure, on-premises deployment for high-stakes sectors like national security and global energy. With a growing roster including major U.S. Department of Energy facilities and Saudi Aramco, CEO Rodrigo Leung aims to deploy 100 uniquely fine-tuned models for Fortune 500 companies by year-end.