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AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI

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AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI

Sourcery

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Sourcery

Sourcery

1 DAYS AGO
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

Day 1 of RAISE Summit in Paris, the most high-profile AI summit in Europe. We pulled 10 of the sharpest founders, operators, and investors aside for their hottest takes on the debates defining AI right now.Open source vs closed models dominated the room, a...

Highlights

At the RAISE Summit in Paris, top founders, operators, and investors shared their most provocative predictions on the future of AI, from the decline of traditional input devices to the dominance of open-source models and the rise of physical AI in space and vehicles.
00:00
The RAISE Summit in Paris is hot, but attendees are still showing up.
00:16
Max Cook of Coatue joins the podcast in a secret European location
01:02
Keyboard and mouse are dying.
03:42
Keyboards and mice are declining.
06:32
Enterprise spending on open source is low and dropping
12:20
We are in France, not Germany.
13:21
Most AI is glorified data science.
14:46
Agentic AI reimagines end-to-end workflows
16:38
Fear-mongering leads to closed models which slow progress.
20:32
Major banks and enterprises are using them for software engineering automation
21:04
90% of tokens will go to open models within 12 months.
23:17
Surprised by SpaceX IPO article quoting his WEF piece
24:01
SpaceX IPO will be historically undervalued.
25:13
Starcloud 3 will fit on Starship and provide up to 10 megawatts of compute per launch.
26:58
Short-form clips are the new advertising method.
28:25
The secret to viral clips is a strong hook in the first three seconds.
34:50
Enterprise AI must shift from code R&D to real value delivery.
34:55
Shift from maximizing intelligence to a three-axis approach
38:43
SambaNova raises $1 billion at $11 billion valuation

Chapters

RAISE in Paris
00:00
Max Cook (Coatue)
00:16
Keyboard and Mouse Dying
01:01
Future Interaction Models
03:42
Open Source vs Closed
06:32
Henri Delahaye Hosts the Night
12:20
Pim de Witte (General Intuition)
13:21
Mark Papermaster (AMD) on Agentic Workflows
14:46
Robin Rombach (Black Forest Labs)
16:38
Matan Grinberg (Factory): Droids in Europe
20:31
Open Models Token Shift
21:03
Philip Johnston (StarCloud): Space Bets
23:17
SpaceX IPO Bull Case
24:01
Chips for Space Compute
25:13
Chris Madden (Good Future Media): Clipping
26:58
Viral Clip Hook Secrets
28:23
Ramin Hasani (Liquid AI): Physical Models
32:03
Three-Axis Foundation Models
34:50
Rodrigo Liang (SambaNova): $1B Raise
38:43

Transcript

Molly O'Shea: RAISE, RAISE, RAISE, RAISE. Max Cook: Paris. Paris. Paris. Rodrigo Liang: Paris is beautiful, but it's hot as Paris in the middle of the summer, in the middle of the heat. Molly O'Shea: People are ignoring it. They're showing up. Okay, we ...