ICYMI: Friedberg, BlackRock, MongoDB, +HOT TAKES
Must-listen Conversations
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ICYMI: 3 Conversations Worth Your Time This Weekend.
From David Friedberg on whether America is sleepwalking into a crisis, to BlackRock’s Tony Kim on the $10 trillion AI-driven rebuild of the global technology stack, to MongoDB CEO CJ Desai on why data is becoming AI’s biggest downstream winner.. plus HOT TAKES.
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1. David Friedberg on America vs Socialism
Sleepwalking Into a Crisis
David Friedberg, CEO of Ohalo, & Co-Host of All-In joins Sourcery to share his take on America’s 250th anniversary, reflecting on where does the country actually stand? And how do the bottom 50% get left behind?
→ Listen on X, Spotify, YouTube, Apple
2. BlackRock on AI’s $10T Systemic Rebuild: Chips, Memory, Robotics, Quantum.. Space Data Centers
$15T Asset Manager explains the rebuild of tech as we know it..
Tony Kim is Managing Director & Head of the Global Technology Team within Fundamental Equities at BlackRock.
→ Listen on X, Spotify, YouTube, Apple
3. Inside AI’s Biggest Downstream Winner.. the Surge in AI Database Demand
AI’s Biggest Downstream Winner
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, the return of data sovereignty, & what a bank’s real agentic architecture actually looks like.
→ Listen on X, Spotify, YouTube, Apple
AMD, Coatue, Starcloud, Liquid AI.. 10 Hot Takes From The Biggest Names in AI
Open vs Closed Source?? SpaceX IPO undervalued..
→ Listen on X, Spotify, YouTube, Apple
Guest lineup:
Max Cook, Sector Head, Coatue
Matan Grinberg, CEO, Factory
Rodrigo Liang, CEO, SambaNova
Philip Johnston, CEO, Starcloud
Mark Papermaster, CTO, AMD
Pim de Witte, CEO, General Intuition
Ramin Hasani, CEO, Liquid AI
Robin Rombach, CEO, Black Forest Labs
Chris Madden, CEO, Good Future Media
Henri Delahaye, CEO, RAISE Summit
SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes
Dylan Patel, Qasar Younis, Nebius, Open vs Closed Source, Memory..
→ Listen on X, Spotify, YouTube, Apple
Guest lineup:
Dylan Patel, CEO, SemiAnalysis
Qasar Younis, CEO, Applied Intuition
Apoorv Agrawal, Partner, Altimeter Capital
Laura Diorio, NYSE
Arvind Jain, CEO, Glean
Ariel Cohen, CEO, Navan
CJ Desai, CEO, MongoDB
Gil Feig, CTO, Merge
Nikhil Benesch, CTO, TurboPuffer
Barak Kaufman, Chief Strategy Officer, Wonderful
Max Junestrand, CEO, Legora
Marc Boroditsky, CRO, Nebius
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