How should leaders prepare for AI’s accelerating impact on work and everyday life? AI scientist, entrepreneur, and Pioneers of AI host Dr. Rana El Kaliouby returns to Rapid Response to share her predictions for the year ahead — from physical AI entering the real world to what it means to onboard AI into your org chart. El Kaliouby also cuts through today’s biggest AI headlines, including the chatbot arms race, Instacart’s dynamic pricing controversy, and whether we’re really living through an AI bubble.

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The AI boom wouldn’t have been possible without decades of academic research. And now that huge sums of money are flowing into R&D, it’s companies – not just universities – on the cutting edge of AI innovation. What does that mean for the future of AI research and the relationship between industry and academia? Rana sat down with a panel of experts who have a foot in both worlds, in another standout session from the stage of Fortune Brainstorm AI in San Francisco. Anima Anandkumar (Caltech, formerly Nvidia), Daphne Koller (Stanford, founder/CEO of insitro), and Raquel Urtasun (University of Toronto, founder/CEO of Waabi) share how research expertise goes hand in hand with business innovation, especially around AI’s ability to more accurately model the physical world. 

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Chances are, you’ve used computer chips from the company Arm. The UK firm’s CPUs are in almost every smartphone, plus a ton of laptops, cars, even refrigerators – not to mention their integral role around AI infrastructure in data centers. Pioneers of AI host Rana el Kaliouby sat down with Arm CEO Rene Haas recently, live on stage at Fortune Brainstorm AI in San Francisco. He shared insights on the growing shift from training to inference, the rise of AI on edge devices, and how Arm is helping power AI from the megawatt to the milliwatt scale. His bold prediction? No one will be talking about an AI bubble a year from now.

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We’ve all heard the hype, but what does the data say about the AI gold rush? According to Peter Walker, Head of Insights for Carta, around 40 percent of the money they see being raised goes to AI companies. A master of data visualization, Walker takes investment information from the over 55,000 start-ups on Carta and turns it into digestible figures. He joins Pioneers of AI to break down where private money is actually flowing, whether we’re in an AI bubble, and what emerging investment patterns tell us about the future of the sector. Hear what the numbers reveal about the AI economy as investors continue to chase unicorns.

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Walmart, the world’s largest retailer, is starting an AI-driven transformation that it says will impact every aspect of shopping and operations. Suresh Kumar, Walmart's Chief Technology Officer and Chief Development Officer, leads that effort. Kumar joins Pioneers of AI to take us inside Walmart’s adoption of robotics and AI in its warehouses, stores, and beyond, plus the company’s partnership with OpenAI to create an AI-first shopping experience. He shares what it means to implement AI as core to the business, not just a fad or feature, and how he believes Walmart can keep its competitive edge.

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Andrew Ng has been a leading voice in AI for over a decade. As Managing General Partner at AI Fund, and co-founder of Coursera and DeepLearning, among other roles, Ng has shaped the modern AI landscape and spread AI education to the masses. Onstage at this year’s Masters of Scale Summit, he sat down with former US Chief Data Scientist and now General Partner at GreatPoint Ventures, DJ Patil, to discuss the state of AI today and the true potential of everything placed under the “agentic” umbrella. Together, they unpack what it will take for America to stay competitive in the global AI race and why it’s still important to know how to code.

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Mark Cuban has spent decades as a serial entrepreneur and investor, with one of the best track records on the planet (including celebrity status on ABC’s Shark Tank). His success stems in part from an ability to spot opportunity early — and now he’s bringing that approach to AI. Cuban is backing AI companies that he sees taking bold swings and reimagining how we live. He joins Pioneers of AI for a wide-ranging conversation about whether we are in an AI bubble, how he’s applying his investment philosophy to AI, and why the AI world is tending to excite him less and less each day.

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What’s the role of semiconductors—and the companies that make them—in powering human progress? What does it look like to innovate thoughtfully in a landscape where the demand for power may be higher than the supply? With AI evolving faster and faster, how can we keep up?

Advanced Micro Devices (AMD) CEO Lisa Su joins the show to talk about hardware, global manufacturing, and risk-taking. She shares what she has learned leading AMD from near-bankruptcy a decade ago to its current standing as one of the world’s leading chipmakers. Lisa also weighs in on geopolitics, the AI arms race, startups, what makes her want to hire someone, and AI’s enormous potential to advance healthcare for humankind.

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Discovering new medicines has long been a slow, inefficient, and expensive process. Siddhartha Mukherjee, esteemed cancer biologist and author of the Pulitzer Prize-winning book The Emperor of All Maladies, is looking to change that. That’s why he partnered with Reid Hoffman to found Manas AI, a company that uses AI to accelerate drug discovery and develop life-saving cures faster and cheaper. He joins Pioneers of AI to discuss which parts of the drug development process are transformed by AI, how generative AI tools based on physics and chemistry differ from other LLMs, and why creating Manas AI was a leap of faith.

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AI is rapidly changing what it means to be human, but is AI development truly human-centered? According to Aza Raskin, co-founder of the Center for Humane Technology, the answer is largely “no.” The man who invented the “infinite scroll” is now working to understand why the most powerful technology so often fails to prioritize the human experience and our collective well-being. Raskin is also leading the Earth Species Project — using AI to better understand the animals that live alongside us, by unlocking patterns in vast amounts of data on animal communication. He joins Pioneers of AI to talk about both of these dynamic endeavors, with the flourishing of humans and Earth at the core. 

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