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

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, alongside agents rewriting how work gets done, the death of the keyboard and mouse, the economics of inference, and physical AI moving from data centers into cars, devices, and even orbit. Real numbers, real disagreements, and a few pieces of breaking news, straight from the people building it."The keyboard and mouse are slowly dying." - Max Cook, Coatue. "In the next 12 months, 90% of tokens will be going to open models." - Matan Grinberg, Factory."Most of AI is just glorified data science." - Pim de Witte, General Intuition"The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." - Philip Johnston, Starcloud"People don't even understand how transformational agentic AI is." - Mark Papermaster, AMDGuest lineup:Max Cook, Sector Head, CoatueMatan Grinberg, CEO, FactoryRodrigo Liang, CEO, SambaNovaPhilip Johnston, CEO, StarcloudMark Papermaster, CTO, AMDPim de Witte, CEO, General IntuitionRamin Hasani, CEO, Liquid AIRobin Rombach, CEO, Black Forest LabsChris Madden, CEO, Good Future MediaHenri Delahaye, CEO, RAISE SummitThis episode is brought to you by Brex, MongoDB, and Assembly AI.Molly on X: https://x.com/MollySOShea𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery • MongoDB–Millions of developers and more than 65,200+ customers across industries, including ~75% of the Fortune 100, rely on MongoDB for their most important applications. With integrated capabilities for operational data, search, real-time analytics, & AI-powered data retrieval, MongoDB helps organizations everywhere move faster, innovate more efficiently, & simplify complex architectures. https://mongodb.com/ai• AssemblyAI–Millions of developers use AssemblyAI to power their voice ai applications and features. One API gives you access to best-in-class speech-to-text, voice agent, and speech understanding models for both pre-recorded and real-time audio. Granola, ClickUp & HeyGen are scaling with AssemblyAI - get $50 of free credits today at http://AssemblyAI.com/sourcery 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒00:00 RAISE in Paris00:16 Max Cook (Coatue)01:01 Keyboard and Mouse Dying03:42 Future Interaction Models06:32 Open Source vs Closed12:20 Henri Delahaye Hosts the Night13:21 Pim de Witte (General Intuition)14:46 Mark Papermaster (AMD) on Agentic Workflows16:38 Robin Rombach (Black Forest Labs)20:31 Matan Grinberg (Factory): Droids in Europe21:03 Open Models Token Shift23:17 Philip Johnston (StarCloud): Space Bets24:01 SpaceX IPO Bull Case25:13 Chips for Space Compute26:58 Chris Madden (Good Future Media): Clipping28:23 Viral Clip Hook Secrets32:03 Ramin Hasani (Liquid AI): Physical Models34:50 Three-Axis Foundation Models38:43 Rodrigo Liang (SambaNova): $1B Raise#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley #ai #elonmusk #spacex