00:01C'est parti pour l'interview avec AWS Now!
00:05Il a toujours été super upfront
00:07sur la réalité et les risques et l'opportunité
00:10de l'économie de l'économie.
00:11Je suis vraiment honnête à être
00:14réunée par John Chambers.
00:16John, de course, le Premier Executive,
00:18Chairman et CEO de Cisco,
00:20mais le fondateur de GC2 Ventures.
00:24Je pense que c'est John Chambers, 2 Ventures.
00:27Je pense que c'est John Chambers,
00:30et mon fils, John Jason,
00:32plus 2 autres partners.
00:34Il y a eu.
00:34Donc, vous avez appris toutes les éditions
00:38de VivaTech.
00:40Nous sommes actuellement
00:41à Day 2,
00:42de la 7e édition.
00:44Est-ce que vous pensez à l'état de raison pour la technologie ?
00:48Ce qui est excitant à regarder
00:49c'est que nous et d'autres betons
00:51sur France,
00:52comme l'innovation de l'innovation
00:54et la gateway pour l'Europe,
00:55beaucoup de gens ont dit,
00:56j'ai toujours suivi vous,
00:58je ne suis pas sûr que vous allez
00:59être correcte sur cette vidéo.
01:00Et tout vous avez besoin
01:01de voir cette session
01:02aujourd'hui,
01:03où VivaTech
01:04est devenu la top session
01:05en Europe,
01:06et peut surpasser
01:08le Consumer Electronics Show
01:09en l'Université.
01:10Donc, vous avez appris
01:11à l'innovation de l'innovation
01:12en Europe,
01:13et comment France
01:13est en train de l'arrivée.
01:15As a venture capitaliste,
01:17maintenant,
01:17c'est un grand place
01:18à investir.
01:19J'ai aimé la future
01:20de l'Europe.
01:21Et j'ai présenté
01:225 Unicorn,
01:23Pop Unicorn Awards
01:24à VivaTech,
01:26chaque année,
01:27c'est meilleur.
01:28Donc, je suis l'optimiste
01:29pour la technologie
01:30et la future.
01:31Je pense que c'est inclusif,
01:33bien plus juste
01:34les États-Unis
01:35ou les key areas
01:35en Asia.
01:36Absolutely.
01:37You're definitely
01:37the lucky charm
01:38of VivaTech.
01:40Thank you.
01:40Always ahead
01:40of the trend.
01:41I do remember
01:42you pushed really hard
01:44at Cisco
01:45during your time
01:46for AI,
01:47and now,
01:48it's literally trending.
01:50Well,
01:50I'm back in vogue.
01:51You know,
01:52I have a lot
01:53of weaknesses,
01:54and I've made many mistakes,
01:55but I've seen every movie.
01:56I got the Internet
01:57pretty right,
01:58the movement
01:58to the cloud,
01:59and then seven years ago,
02:01I said AI
02:01will be the future,
02:02probably twice
02:04the capacity of the cloud
02:06and even though
02:07I'd come to VivaTech
02:08and talk about it,
02:09people would go,
02:09yeah, John,
02:10that's interesting,
02:11maybe not right this time.
02:13Then in November,
02:14AI clearly crossed the chasm.
02:16AI will be bigger
02:17than the cloud
02:18and bigger than the Internet
02:19combined.
02:20It will create
02:20huge opportunities
02:21for society
02:22and some challenges,
02:23but it's here to stay,
02:25and I think,
02:26once again,
02:27it's important
02:27for VivaTech
02:28to present that opportunity
02:29and nations around the world
02:31to say,
02:31how do we take advantage of it
02:33and how do we put
02:34reasonable regulations
02:35around it
02:36to avoid potential,
02:37some of the problems.
02:38Yeah, now the European Parliament
02:39has actually begun
02:41to pass a very important
02:43piece of regulation yesterday,
02:45the AI Act.
02:46I remember some concern
02:47about Sam Haltman,
02:49OpenAI CEO,
02:50about maybe too much constraint
02:52on his own creature,
02:53now is actually leading a call
02:55for stronger regulation
02:56on generative AI.
02:58Will AI eat the world?
03:01The answer is no.
03:03Every technology
03:04that came out
03:04was in theory
03:05going to destroy more jobs
03:06than it created.
03:07Same thing was true
03:08of the Internet,
03:09with Cisco leading that,
03:10where we had 40% to 70%
03:12market share on it.
03:14It created many more jobs
03:15than it destroyed,
03:17but at the same time,
03:18the market had to transition
03:19to new job areas.
03:20This one's happening
03:22at three times the speed,
03:23but it's the first time
03:25since the Internet,
03:26and remember on the Internet,
03:27we had no major issues
03:28on regulations.
03:29Not in Europe,
03:30not in Asia,
03:31not in the U.S.,
03:32but we work with government
03:33to say,
03:34how do we put reasonable
03:35guardrails in place?
03:36On social media,
03:38that got a little bit
03:38out of control,
03:39and I'd argue some
03:40of the social media companies
03:41did not do a good job.
03:42I think the fact
03:43that you're seeing
03:44the industry now say,
03:45how do we work
03:46on reasonable regulations?
03:47Now, what government
03:48has to be very careful of
03:50is if you over-crack
03:51care,
03:52become too restrictive,
03:54all you do
03:54is destroy your own
03:55country's jobs
03:56and your own ability
03:57to compete on a global basis.
03:58AI is here to stay,
04:00but reasonable guidelines
04:01with reasonable regulations,
04:02I think,
04:03is the right thing to do.
04:04Now, let's follow the money,
04:06if you may,
04:06because it's definitely
04:07your new role
04:08being an investor here.
04:09I mean,
04:10startups investment
04:12continue to plummet
04:13on the very first quarter
04:15of 2023.
04:17Is this due to major
04:18geopolitical events,
04:20and how much geopolitics
04:21affects the entire
04:23investment ecosystem?
04:25Well, it's interesting.
04:27When I look at the
04:28entire geopolitical
04:29environment,
04:30I'm honored to be
04:31the French high-tech
04:31ambassador of the world.
04:33I wish the U.S.
04:34would think about somebody
04:35from France or Germany
04:36being our ambassador,
04:37and I am seeing Prime
04:39Minister Modi from India
04:41this next week
04:42when he visits the U.S.
04:43where he has a digital India.
04:45What you're seeing
04:46is high-tech is not only
04:47here to stay,
04:48high-tech,
04:49especially with AI,
04:50will be part of a digital
04:52world for everybody's life.
04:53And so I'm not worried
04:55about the industry
04:55long-term.
04:56There was too much
04:57free money,
04:58too many companies
04:59got funded.
04:59I saw that in 1999
05:01and 2000.
05:03History,
05:03we tend to forget,
05:04it repeats itself.
05:05And so I think this
05:06is a normal correction
05:07that has occurred,
05:08and so far the market's
05:09handled it well.
05:10To your question
05:11on availability of capital,
05:14the funding raises
05:16have slowed.
05:17there was a huge amount
05:19of capital put in.
05:20France was the only
05:21country in all of Europe
05:22that actually had a
05:23year-over-year increase
05:24in venture capital
05:26investments in the
05:27startups last year.
05:28All of them are down
05:29probably 60% this year.
05:31I think you'll see
05:32that re-crack over time
05:34as we get back in line
05:36with it isn't growth
05:37at any cost.
05:38It's about profitable
05:39growth with free cash flow.
05:41So I think this will
05:42actually be good
05:43for the industry
05:43in the long run.
05:44A little bit of pain
05:45in the short run, however.
05:46John, you have an
05:47extraordinary observatory
05:49and perspective
05:50when it comes to
05:50where should we look
05:52at when it comes
05:53to investing wisely?
05:55What is the key
05:57digital and tech sector
05:59we should look into?
06:01Well, the ones
06:02that I would recommend
06:03are the ones
06:03that I bet on
06:04six years ago.
06:05I bet heavily on AI.
06:06I think it will be
06:08one of the few areas
06:09that will overachieve
06:10its hype.
06:11And then I like
06:12cybersecurity.
06:14As 500 billion devices
06:15get connected,
06:16that's going to be
06:17a huge area for growth.
06:18And by the way,
06:19the two will come together.
06:20AI with cybersecurity
06:22really I think
06:23will be the future on it.
06:24But the exciting thing
06:25we're seeing,
06:26we're going to cure cancer.
06:27We're going to make
06:28changes in the world
06:29that people thought
06:29were impossible
06:30ten years ago.
06:31And it will come
06:32through technology.
06:33And all of us
06:34will become a digital person
06:35over time.
06:37The creative ideas
06:38will normally come
06:38from the startups, however.
06:39it's a chance for Europe
06:41to reestablish itself
06:42as a tech leader
06:43as opposed to a tech follower.
06:45Well, hopefully,
06:46I will actually have you
06:47on set next year
06:48and try to see
06:49if those projections
06:50were right.
06:51Thank you so much,
06:52John Chambers.
06:53You had me at a low
06:54for coming back next year.
06:55I'm all in.
06:56Thank you.
06:56Absolutely.
06:57Thank you so, so much.
06:58That's all we have time
06:59for in this half an hour.
07:01But stay tuned actually
07:03and stay tuned online
07:04on our digital platform.
07:06When we're back,
07:07will FDG win the lottery
07:09of digital transformation?
07:10We'll definitely see you
07:12after the break.
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