Latest Interviews
Showing 1561–1575 of 2,637 transcripts.
Clear all filters- Goldman Sachs40 min
Eric Adams, Mayor of New York City
New York City Mayor Eric Adams is redefining the city's governance by forging a corporate covenant to accelerate economic recovery and establishing strict performance metrics for agencies like the FDNY and Department of Buildings to reduce bureaucratic delays. To create a foundation for prosperity, his administration is simultaneously addressing public safety through a dual strategy of enforcement and root-cause intervention while launching major infrastructure initiatives such as a new onshore wind port and a Brooklyn-based Cyber Command Center. Anchored in his former law enforcement experience, Mayor Adams aims to transform the city into a globally business-friendly hub that balances fiscal innovation with social cohesion and public health resilience.
- Goldman Sachs29 min
Tricia Glynn, Managing Director at Advent International
Managing Director Tricia Glenn outlines Advent's investment philosophy, which prioritizes revenue growth and seeks three-to-fivefold returns by partnering with consumer retail disruptors rather than focusing on cost-cutting. She details how the firm navigates a shifting 2022 macro landscape driven by supply chain disruptions and rising interest rates by targeting "pearls" with exceptional talent and capitalizing on the live-selling revolution. Glenn further emphasizes the necessity of systemic diversity and risk-taking to secure actual power for underrepresented leaders, citing portfolio successes like Olaplex and Lululemon as evidence that aggressive capital deployment drives industry inflection.
Sid Sijbrandij: How I Founded GitLab; Remote Work vs In-Person; CEO Coaches | 20VC
GitLab CEO Sid Sijbrandij outlines the evolution of his fully remote DevOps platform, detailing how a 2,000-page handbook and mandatory informal "coffee chats" enable asynchronous collaboration across 60 countries while mitigating the fragmentation risks inherent in hybrid work models. Beyond internal operations, Sijbrandij advocates for a unified DevOps market and shares governance strategies involving situational leadership and specialized board feedback to support the company's growth from 300 to over 1,500 employees. The discussion concludes with insights into OpenCore Ventures, a new initiative aiming to build open-source companies around core projects, as the organization navigates the scaling challenges of cross-functional initiatives.
- The Economist25 min
Gene editing: should you be worried?
James Dale, Isla Mirada, Natalie Kofler, Emmanuelle Charpentier, Jennifer Doudna, Josh Lehrer, Denis Rebrikov, Theresa Blankmeyer-Burke, He Zhongkui, George Church
Recent advancements in CRISPR and gene editing have accelerated scientific capabilities for curing terminal diseases, securing food supplies against extinction events like the banana fungus TR4, and controlling disease vectors, yet these tools introduce significant ethical risks regarding bio-warfare, social inequality, and the potential for designer humans. While regulatory frameworks vary globally between the strict bans in Europe and the more permissive approaches in the US and Japan, controversies persist over transparency in field trials and the morality of germline editing, as highlighted by critiques from bioethicists regarding community consent and the normalization of de-extinction projects. Ultimately, experts warn that without robust, transparent governance to balance rapid innovation with safety, humanity risks undermining public trust while failing to leverage these essential technologies to mitigate climate change and ensure future food security.
- Goldman Sachs22 min
The Next Tech Battleground: Online Gaming & the Metaverse
Jung Min, Alison Nathan, Zhang Min
The global gaming industry has matured into a $200 billion sector driven by live operations and recurring revenue, prompting a wave of strategic mergers and acquisitions to diversify portfolios and secure market dominance. Major technology leaders like Microsoft and Tencent are now allocating significant capital to gaming as a foundational pathway for the metaverse and Web 3.0, viewing the sector as a critical incubator for future digital infrastructure. This ongoing platform shift, which mirrors the transition from desktop to mobile, is projected to create new monetization models and drive substantial global economic growth over the next decade.
- Goldman Sachs28 min
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
Daan Struyven, Peter Oppenheimer, Kamakshya Trivedi, Alison Nathan
Amidst the Russia-Ukraine conflict, global economic conditions have tightened by 50 basis points, prompting Goldman Sachs to revise inflation forecasts upward to 5.4% in the Euro area and anticipate a reduction in global growth. Central banks are navigating a bimodal trade-off between rising energy-driven inflation and growth risks, with the Federal Reserve projecting 11 rate hikes in 2023 and the ECB adopting a data-dependent strategy while Germany increases defense spending. To mitigate these shocks, strategic asset allocations are shifting toward commodities, energy equities, and safe-haven currencies like the US dollar and Canadian dollar, while European fiscal policy pivots toward energy security and refugee support.
- Y Combinator24 min
Why Investors Can’t Fix Your Company – Dalton Caldwell and Michael Seibel
Dalton Caldwell, Michael Seibel, Michael Saiba
Investment partners and industry experts warn that founders cannot rely on external guidance to guarantee success, as each investor type carries unique systemic biases that often lead to detrimental strategic decisions. From finance professionals pushing aggressive financial engineering to influencers prioritizing promotion over product-market fit, founders frequently face advice that misaligns with their specific early-stage needs. Ultimately, sustainable growth depends on the founder's ability to synthesize diverse perspectives, maintain accountability for execution, and discern which insights truly apply to their unique context rather than treating investors as a source of definitive solutions.
- Goldman Sachs25 min
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
David Mericle, Brian Friedman, Alison Nathan
Goldman Sachs has revised its 2022 Federal Reserve interest rate hike forecast to seven increases driven by wage growth incompatible with inflation targets, projecting balance sheet reductions to begin in June. While financial conditions remain tighter with record credit outflows and equity exposure hitting yearly lows, the firm attributes greater recessionary risk to the fading of pandemic-era fiscal stimulus than to monetary policy. Consequently, the research recommends a long-equity, short-credit strategy and identifies emerging market currencies as attractive assets amid a global divergence where developing central banks have largely finished tightening.
How I Bought 12% of Google for $12M; How VC is Fixing Climate Change | John Doerr Full Interview
John Doerr, Tom Perkins, Larry, Serge
Kleiner Perkins validated its strategic bet on climate technology by investing over $1 billion across 70 companies, a portfolio now valued at $3 billion despite initial market volatility. The discussion highlights how specific successes like Enphase offset losses in broader solar ventures while reinforcing an investment philosophy that favors being early on transformative ideas like Google. Concurrently, the analysis calls for urgent global decarbonization through measurable objectives and private sector leadership to address the escalating climate crisis.
- Milken Institute26 min
Inclusive Capitalism Fireside Chats: A Conversation With John Rogers and Blair Smith
Jared Rogers, chairman of Ariel Investments and a descendant of Tulsa's historic Black business legacy, addresses the two-decade collapse of Chicago's Black corporate sector by leveraging his thirty-year tenure on major corporate boards to enforce accountability and diversity. To reverse this erasure, he spearheads strategic initiatives like Project Black, a private equity fund for scalable Black enterprises, alongside educational programs in the stock market and university endowments designed to cultivate the next generation of financial leaders. These efforts, supported by a sustained post-2020 shift in institutional commitment, aim to reconstruct the high-value economic ecosystem that once defined the city's Black business community.
- Y Combinator26 min
Things That Don't Scale, The Software Edition – Dalton Caldwell and Michael Seibel
Dalton Caldwell, Michael Seibel, Paul Buchheit
The presentation details how pioneers like Paul Buhite of Gmail, early Facebook, and Twitch engineers achieved rapid validation by intentionally deploying non-scalable, "ugly" workarounds to solve immediate problems rather than perfecting architecture beforehand. Specific tactics included hardcoding university-specific server instances, converting popular streams to static pages under traffic spikes, and physically repairing corrupted drives to bypass initial technical constraints. Ultimately, these under-pressure innovations, such as Google's creation of MapReduce from a broken batch system, demonstrate that accepting manual friction and technical debt is a necessary precursor to establishing product-market fit and solving scaling challenges at scale.
- Goldman Sachs23 min
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
Jeffrey Currie, Allison Nathan, Jeff Curry
Markets in early 2022 face a critical commodity supercycle driven by decade-long underinvestment in traditional energy and metals sectors alongside surging demand from decarbonization and restored low-income consumption. While central banks signal tighter monetary policy, physical supply deficits in oil, agriculture, and base metals have already pushed Brent crude above $90 with Goldman Sachs forecasting prices reaching $105 by the second half of the year. This divergence between paper market skepticism and tightening real-world inventory levels creates significant investment opportunities in physical commodities as a primary inflation hedge against potential supply-driven economic slowdowns.
Cost Plus Drugs: EXPLAINED | Mark Cuban Full Interview
Mark Cuban's self-funded venture, Cost Plus Drugs, bypasses traditional Pharmacy Benefit Managers to sell generic medications at a transparent wholesale cost plus a fixed markup, leveraging a direct-to-consumer model with over 50,000 users and daily growth exceeding 10,000 accounts. By utilizing TruePill for fulfillment and prioritizing operational efficiency over profit maximization, the platform aims to force pharmaceutical manufacturers to lower prices once a critical mass of ten million customers is reached. Cuban supports this disruption with a "hiring slow" internal philosophy and a vision for future blockchain-based claims processing, all while facing regulatory hurdles and supply chain scaling challenges inherent to the complex healthcare market.
- Goldman Sachs24 min
What’s Ahead for the Housing Market
Douglas Yearley, Terry Hagerty, Allison Nathan, Doug Yearley
Driven by a decade of severe undersupply and a millennial demographic boom, the U.S. housing market experienced rapid price appreciation and a shift toward new construction between 2020 and 2022. Toll Brothers CEO Doug Yearley and sector analysts project sustained demand through 2022 despite rising mortgage rates, citing a fundamental supply shortage rather than market froth. This environment catalyzed over $20 billion in equity issuance and a 60% surge in M&A activity, while capital markets increasingly favor consolidation and the scaling of modular and offsite manufacturing technologies.
Mac the VC on the Journey from Homeless To Becoming A VC | Full Interview with Harry Stebbings
Mac the VC, Harry Stebbings, McKeever "Mac the VC" Conwell II
Mac, a former software engineer and two-time founder, launched Rare Breed in 2020 after raising $10 million through a public solicitation model that bypasses traditional general partner commitments and leverages rolling closes. The Baltimore-based firm targets pre-seed companies outside major tech hubs, prioritizing returns among underrepresented founders in the Americas and the UK rather than adhering to industry gatekeeping norms. By utilizing a flexible capital call structure and public marketing under Regulation 506(c), Rare Breed has established a non-traditional investment vehicle designed to democratize access for emerging managers and overlooked talent.