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 or a waste, is open source dying or about to take over, and are we in a bubble.The disagreements were the best part. Dylan Patel (SemiAnalysis) loves token maxing and says open source is dying quickly, while others call token maxing the wrong approach entirely. Qasar Younis (Applied Intuition) on the opulence phase of the cycle and the pullback he sees coming. Apoorv Agrawal (Altimeter) on the four seasons of AI and planning for the climate, not the weather. Plus enterprise ROI, physical AI, petabyte-scale search, and why data is back."Open is dying quickly." - Dylan Patel, SemiAnalysis. "There are four seasons in AI. They're called OpenAI, Anthropic, SpaceX, and Google." - Apoorv Agrawal, Altimeter.Guest lineup:Dylan Patel, CEO, SemiAnalysisQasar Younis, CEO, Applied IntuitionApoorv Agrawal, Partner, Altimeter CapitalArvind Jain, CEO, GleanAriel Cohen, CEO, NavanCJ Desai, CEO, MongoDBGil Feig, CTO, MergeNikhil Benesch, CTO, TurboPufferBarak Kaufman, Chief Strategy Officer, WonderfulMax Junestrand, CEO, LegoraMarc Boroditsky, CRO, NebiusLaura Diorio, Social Media, NYSEThis 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/sourcery𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒00:00 RAISE Summit Day 200:12 Qasar Younis (Applied Intuition)03:46 AI Trends at RAISE05:29 Applied Intuition Updates09:46 Bubble Risks and Books15:37 Self-Driving Future17:29 Dylan Patel (SemiAnalysis)22:05 Tokenmaxxing Debate24:31 Marc Boroditsky (Nebius)28:37 Arvind Jain (Glean)32:02 Laura Diorio (NYSE)35:03 Apoorv Agrawal (Altimeter): Four Seasons of AI38:23 Nikhil Benesch (TurboPuffer)42:18 CJ Desai (MongoDB): Agent Data Layer43:00 Barak Kaufman (Wonderful)45:34 Max Junestrand (Legora)49:35 Gil Feig (Merge)51:58 Ariel Cohen (Navan): Bullish on Humans54:54 CJ Desai (MongoDB): Data Is Back#podcast #investing #technology #venturecapital #entrepreneur #startup #siliconvalley