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

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

July 19, 2026 · 41 min

About this episode

The episode features insights from top AI founders and investors at the RAISE Summit in Paris, discussing key debates and trends in the AI industry.

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…

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Brex, MongoDB, Assembly AI

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