Teresa Carlson, General Catalyst Institute | theCUBE + NYSE Wired: Mixture of Experts

In this interview from the theCUBE + NYSE Wired: Mixture of Experts series, Teresa Carlson, president and founder of General Catalyst Institute, joins theCUBE’s John Furrier to discuss the critical intersection of public policy, capital markets and rapid technology transformation. Drawing on her experience pioneering cloud adoption in the public sector at AWS, Carlson details her new mission to foster robust public-private partnerships that help startups navigate complex regulatory environments. The conversation highlights the urgency of maintaining U.S. leadership in AI as a matter of national security and economic sovereignty, particularly in the face of competitive pressure from China’s rapid manufacturing and technological advancements. Carlson and Furrier also explore the shifting geopolitical landscape of compute, identifying the Middle East, alongside the U.S. and China, as a potential third major node for AI infrastructure. The discussion delves into the massive capital expenditures currently defining the AI market, framing the investment as essential for "accelerated enablement" and long-term resilience rather than immediate ROI. Additionally, Carlson outlines the Institute's role in guiding governments through modernization in sectors like defense, healthcare and energy, while emphasizing the critical need for new educational curricula to bridge the widening skills gap between human intelligence and AI capabilities. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Intro 00:01 - Teresa Carlson: Pioneering the Intersection of Cloud, AI, and Public Policy 03:07 - Navigating the AI Revolution: Global Dynamics and Collaborative Strategies 06:52 - Accelerating AI: The Interplay of Speed and Infrastructure 09:07 - Balancing Perspectives: China's AI Growth and U.S. Manufacturing Imperatives 12:57 - AI: Transforming Workforce Dynamics and Traditional Industries 15:08 - Empowering Startups: General Catalyst's Approach to Public Policy and Market Acceleration 20:02 - Global Investment Strategies in the Age of AI Competition 25:19 - Strategic Alliances and Investment Insights: Shaping Europe's Future #theCUBE #NYSEWired #theCUBEresearch #MOEexperts #GeneralCatalyst #GeneralCatalystInstitute #AI