Nobody selling you AI right now actually knows where this goes. Not the labs. Not the VCs. Not me ;-)
What we have instead is a pile of questions everyone's arguing about this week, and nobody can settle:
—
@satyanadella just warned that if all the value pools into a handful of frontier models, the system won't hold. So do you keep building on someone else's model, or own your own?
— Anthropic just cut off its newest models to every non-American — on a U.S. government order. If a foreign government can switch your model off, can Europe afford to build on it?
—
@SpaceX IPO'd this week as an AI company — a trillion-dollar bet on data centers in orbit — while Anthropic and
@Google reportedly pay it billions a month, combined, for compute. Is the compute crunch getting solved in space, or is that a rocket-shaped bubble?
— Did model scaling hit a wall, or did we just get impatient?
— Are AI agents real products, or expensive demos that fall apart by week three?
— And the one nobody says out loud at dinner: how much of all this is a bubble?
I don't run
@RaiseSummit to answer these from a stage myself. I run it so the people who actually can are in one building for two days.
July 8–9, Carrousel du Louvre:
→
@ylecun on whether today's models are even the right path
→
@mcuban on what he's backing, and what he's steering clear of
→ Nelson Griggs, President of
@Nasdaq, on where the IPO wave goes next
→
@lqiao on what it really costs to run these models at scale
→
@antonosika on whether agents actually ship
And on July 8,
@theallinpod records its first-ever live show on European soil -
@Jason on our main stage.
8,000 people building this, across 1,500 companies. Two days in Paris.
You won't walk out with every answer. You'll walk out knowing which questions are worth your time, and who tends to be right.
Come argue with us. Tickets agenda 👇
raisesummit.com/