The Stock That Went Up 1000% | Lumentum CEO
Everyone talks about Nvidia GPUs. Few people talk about the lasers connecting them.Michael Hurlston is the CEO of Lumentum (NASDAQ: LITE), one of the world's leading suppliers of optical networking an...
29 Jul 23min
Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition
Scott Wu, CEO & Co-Founder of Cognition, joins Sourcery in Paris amid the RAISE AI Summit. Cognition is the applied AI lab behind Devin, the autonomous AI software engineer, and Devin Desktop, formerl...
27 Jul 43min
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum
Tony Kim is Managing Director and Head of the Global Technology Team within Fundamental Equities at BlackRock. Recorded at the RAISE Summit in Paris, where Tony spoke on 4 panels, next-gen accelerator...
24 Jul 1h 8min
David Friedberg on the Economic Crisis Nobody Wants to Fix
David Friedberg takes America's 250th anniversary as a starting point to ask where does the country actually stand? And how do the bottom 50% get left behind?He argues the wealth gap is widely misunde...
22 Jul 1h 4min
Data is Back: MongoDB, Databricks, Snowflake
CJ Desai, CEO of MongoDB, joins Sourcery at the RAISE Summit in Paris. We cover why data is the downstream winner of the AI cycle, how hyperscaler capacity limits are pushing workloads back on-prem, t...
20 Jul 43min
Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI
Day 2 of RAISE Summit in Paris, the biggest AI summit in Europe. 12 founders, operators, and investors give us their hottest takes on the debates splitting the room right now: is token maxing genius o...
19 Jul 56min
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 righ...
19 Jul 41min
SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"
Rodrigo Liang is the CEO and Co-Founder of SambaNova. The company just announced a first close on a $1B round at an $11B valuation, led by General Atlantic with T. Rowe Price and Capital Group partici...
17 Jul 59min
