Stefan
Showing 1–3 of 3 transcripts.
- 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 Summit17 min
Stephane Kasriel, Meta Fundamental AI Research (FAIR): Frontier AI From Research to Production
Stephane Kasriel, Stefan, Stephen Beyrer, Romain Guyett
Stefan Beirer leads Meta's Fundamental AI Research division in a $60 billion infrastructure expansion aimed at transitioning AI from academic theory to consumer-scale products through a Bell Labs-style model. This strategy leverages the open-source Llama ecosystem and real-time emotional avatars to drive global adoption while refuting immediate mass displacement fears by citing current hardware limitations. Beirer projects that massive compute investments will drive inference costs down by up to 1,000x within two years, enabling "always-on" devices and accelerating a decade of technological progress comparable to the first industrial revolution.
- Goldman Sachs22 min
The outlook for global deal-making
Stephan Feldgoise, Mark Sorrell, Alison, Stefan
Goldman Sachs projects a moderate 10–15% year-over-year increase in 2025 M&A activity, driven by falling interest rates and post-pandemic portfolio repositioning rather than a sudden market surge. While private equity capital deployment is recovering and Europe leads a global acceleration in deal volumes, significant headwinds persist due to limited exit options for large assets and lingering geopolitical risks. Strategic consolidation remains the dominant theme across energy, healthcare, and technology sectors as firms prioritize scale and generative AI infrastructure, with the IPO market's revival viewed as critical for capital recycling.