NVIDIA2.17 млн
Опубликовано 28 октября 2025, 16:17
Hosted by Brad Gerstner (Altimeter), Patrick Moorhead (Moor Insights & Strategy), and Kristina Partsinevelos (CNBC), the pregame set the stage for Jensen Huang’s keynote with exclusive insights from across venture, science, energy, and manufacturing.
Watch the full replay to hear from leaders across the AI ecosystem to see how AI is transforming every industry, from data centers to robotics.
00:00:00 Intro: Hosts Patrick Moorhead - Moor Insights & Strategy, Brad Gerstner - Altimeter Capital, Kristina Partsinevelos, CNBC
00:08:09 Chapter 1: State of AI Innovation: Thomas Laffont - Coatue, Sarah Guo - Conviction, Martin Casado - a16z, Navin Chaddha - Mayfield
00:40:30 Diogo Rau, Ely Lilly interview
00:46:26 Chapter 2: Agentic AI for Every Industry: Aravind Srinivas - Perplexity, Scott Wu - Cognition, Shiv Rao - Abridge, George Kurtz - CrowdStrike
01:19:27 Mike Intrator, Coreweave interview
01:24:43 Chapter 3: U.S. AI Infrastructure Ecosystem: Gio Albertazzi - Vertiv, Krishna Jonnalagadda - GE Vernova, Olivier Blum - Schneider Electric, Chase Lochmiller - Crusoe
02:05:42 Brett Adcock, Figure AI interview w/ Jensen Huang cameo
02:17:14 Chapter 4: AI for Science: Anirudh Devgan - Cadence, Marc Tessier-Lavigne - Xaira Therapeutics, Matt Kinsella - Infleqtion, George Church - Lila Sciences w/ Jensen Huang cameo
02:51:32 Anirudh Devgan, Cadence interview
02:59:58 Chapter 5: AI for Robotics and Manufacturing: Young Liu - Foxconn, Peter Koerte - Siemens AG, Brett Adcock - Figure AI, Aki Jain - Palantir USG
03:26:33 C.J. Muse, Cantor Fitzgerald interview
Watch the full replay to hear from leaders across the AI ecosystem to see how AI is transforming every industry, from data centers to robotics.
00:00:00 Intro: Hosts Patrick Moorhead - Moor Insights & Strategy, Brad Gerstner - Altimeter Capital, Kristina Partsinevelos, CNBC
00:08:09 Chapter 1: State of AI Innovation: Thomas Laffont - Coatue, Sarah Guo - Conviction, Martin Casado - a16z, Navin Chaddha - Mayfield
00:40:30 Diogo Rau, Ely Lilly interview
00:46:26 Chapter 2: Agentic AI for Every Industry: Aravind Srinivas - Perplexity, Scott Wu - Cognition, Shiv Rao - Abridge, George Kurtz - CrowdStrike
01:19:27 Mike Intrator, Coreweave interview
01:24:43 Chapter 3: U.S. AI Infrastructure Ecosystem: Gio Albertazzi - Vertiv, Krishna Jonnalagadda - GE Vernova, Olivier Blum - Schneider Electric, Chase Lochmiller - Crusoe
02:05:42 Brett Adcock, Figure AI interview w/ Jensen Huang cameo
02:17:14 Chapter 4: AI for Science: Anirudh Devgan - Cadence, Marc Tessier-Lavigne - Xaira Therapeutics, Matt Kinsella - Infleqtion, George Church - Lila Sciences w/ Jensen Huang cameo
02:51:32 Anirudh Devgan, Cadence interview
02:59:58 Chapter 5: AI for Robotics and Manufacturing: Young Liu - Foxconn, Peter Koerte - Siemens AG, Brett Adcock - Figure AI, Aki Jain - Palantir USG
03:26:33 C.J. Muse, Cantor Fitzgerald interview
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