Latest Interviews
Showing 151–165 of 1,930 interview transcripts.
Clear all filters- Sequoia Capital38 min
Rebuilding IT From the Ground Up for the AI Age: Serval's Jake Stauch
Serval positions itself as an AI-native ServiceNow platform that leverages a code generation engine to instantly build workflows from natural language, collapsing development timelines from months to near zero. By separating its architecture into a restricted Admin Agent and a reasoning-capable Help Desk Agent, the company balances autonomous employee support with strict enterprise security while avoiding token-based pricing through pre-built TypeScript automation. This approach allows Serval to operate with extreme talent density and a flatter structure, ultimately aiming to eliminate menial tasks so employees can align their daily work with professional aspirations.
- Milken Institute30 min
Backing What's Next: A Conversation with Serena Williams | Global Conference 2026
Serena Williams transitioned from angel investing to launching Starfire Ventures, a firm established to support underrepresented founders in sectors like financial services and technology. Under the leadership of General Partner Serena Williams and co-general partner Beth Farah, the firm differentiates itself by applying an "AI first" investment thesis while providing deep operational support to scale companies such as Isuzu. This strategic approach addresses the historical lack of capital allocation to women by combining institutional discipline with a mission to empower entrepreneurs serving "middle America."
- Goldman Sachs21 min
Has the AI rally gone too far?
Tony Pasquariello, Josh Schiffrin, Dominic Wilson, Tom
Market analysts Josh Shiffrin and Dominick Wilson assess a resilient global economy driven by record-high AI capital expenditure and robust US and Korean earnings, while identifying unresolved geopolitical tensions in Iran as the primary downside risk. Although speculative excesses have emerged in semiconductor sectors and credit markets remain tight, the consensus predicts the Federal Reserve will maintain a "watch and wait" stance with rate cuts unlikely until 2026 unless labor markets soften significantly. Consequently, investors are advised to hedge against energy supply shocks and position for a long-term dollarization trend as Asian markets outperform a lagging Europe.
- Goldman Sachs21 min
McLaren Racing's Lando Norris and Zak Brown: Building a High-Performance Team
Lando Norris, Zak Brown, Anthony Gutman
McLaren driver Lando Norris secured the 2025 Formula One World Drivers' Championship following a dramatic mid-season comeback, yet he recently missed a race start due to unprecedented power unit battery failures. As the team navigates 2026 regulatory changes that have widened the performance gap and altered vehicle dynamics, Norris and team principal Zak Brown are leveraging a collaborative "Papaya Rules" culture to translate driver feedback into rapid technical adaptations. This strategy aims to restore competitiveness against the "big four" constructors while ensuring the 900-person ecosystem maintains resilience against the complex, sophisticated nature of modern racing.
- Sequoia Capital35 min
Suno's Mikey Shulman: Everyone Can Make Music Now
Suno, founded by quantum computing PhD Mikey Shulman, has disrupted the music industry by modeling audio as continuous sound waves rather than discrete musical notes, enabling the generation of full songs with custom lyrics and vocals. The platform has achieved significant market traction by prioritizing user creativity over passive consumption, evidenced by a 90% creator user base, a landmark partnership with Warner Music, and chart-topping commercial successes. Future developments aim to deepen this position through social co-creation tools, voice cloning features, and interactive concert technologies designed to seamlessly integrate AI into professional music production.
- 80,000 Hours23 min
The American Century Quietly Ended – Hugh White
Speaker analysis argues that rising nuclear risks and the US inability to secure conventional victories against China or Russia have rendered the unipolar order unsustainable. The presentation details how US military decline, economic shifts favoring Beijing, and domestic isolationism are driving regional allies like Japan and South Korea toward independent nuclear capabilities. Ultimately, the speaker advocates for a strategic retreat to a multipolar world as the only viable alternative to a catastrophic global war.
- Milken Institute26 min
A Conversation with Venezuelan Democratic Leader Maria Corina Machado | Global Conference 2026
Maria Corina Machado, Fareed Zakaria
Nobel Peace Prize recipient María Corina Machado, having escaped Venezuela's repressive regime, advocates for a three-phase democratic transition that prioritizes electoral legitimacy, judicial restoration, and the privatization of the oil sector to address a $190 billion debt and 650% inflation. Her roadmap, supported by U.S. Secretary of State Marco Rubio, outlines a strategic framework involving debt restructuring with the IMF and the recruitment of the diaspora to rebuild infrastructure, while ensuring accountability for crimes against humanity through the International Criminal Court. Despite significant security challenges and international opposition from state actors like Russia and Cuba, Machado posits that the military's potential support and the nation's critical mineral reserves could facilitate a "nearshoring" economic boom and position Venezuela as a leader in artificial intelligence.
- Goldman Sachs25 min
Cracks in Private Credit
Howard Marks, Michael Arougheti, Amanda Lynam, Allison Nathan, Michael Arrighetti
After expanding to nearly $2 trillion in assets, the private credit market faces liquidity scrutiny driven by redemption requests against non-traded BDCs, though institutional capital remains insulated by lock-up structures. While exposure to software and AI sectors has raised concerns about potential defaults, experts like Howard Marks argue that senior lenders' first-lien positions and diversified portfolios remain resilient against systemic failure. Looking ahead, industry leaders predict a necessary credit cycle correction that will reallocate capital toward direct lending and opportunistic credit strategies, ultimately fostering a more circumspect investment environment.
- a16z29 min
Ben Horowitz on American Dynamism and the Future of AI | The a16z Show
Andreessen Horowitz announced a record-breaking $15 billion fund while outlining a strategic mission to secure U.S. dominance in artificial intelligence against China's rapid technological convergence. The firm's leadership justified this geopolitical imperative by criticizing American media's risk-focused narrative and urging founders to prioritize national security over abstract ethical concerns. Internally, a centralized "benevolent dictatorship" model supports this aggressive expansion, aiming to reshape the venture capital landscape and accelerate the U.S. government's integration of technology into defense and manufacturing sectors.
Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber
Dara Khosrowshahi, Molly O'Shea, Barry Diller
Uber CEO Dara Khosrowshahi detailed a strategic pivot from deep losses to $10 billion in annual free cash flow, driven by a multi-service ecosystem that integrates Rides, Eats, and an expanded Travel suite. The platform recently launched new features including an Expedia hotel booking partnership, a "Shop For Me" procurement service, and AI-driven development tools designed to accelerate innovation while preparing for a future fleet of autonomous and air taxis. By aggregating third-party mobility providers and emphasizing cross-platform membership loyalty, Uber aims to outperform single-line competitors through increased user retention and global service accessibility.
- Sequoia Capital26 min
ElevenLabs' Mati Staniszewski: How Voice Becomes the Interface for AI
Mati Staniszewski, Andrew Reed, Alfred Fuller, Gabriel Sanchez, Konstantin
Established in 2022 by high-school friends Gabriel Sanchez and Piotr to address monotone localization in Poland, Eleven Labs has rapidly scaled to generate over $400 million in revenue with a flat, title-less organization of 400 remote employees. The company distinguishes itself by prioritizing immediate monetization and emotional nuance in audio synthesis, evolving its technology from text-to-speech to complex voice agents deployed by governments, enterprises, and educational platforms. With a roadmap focused on emotional intelligence and the integration of audio as the primary interface for robotics, the firm maintains defensibility through proprietary data and a vast ecosystem of user-contributed voices.
- Y Combinator32 min
Harshil Mathur: AI Is Compressing Every Moat
Founded by Harshil Mathur in 2015, Razorpay became the first Indian Y Combinator company to pivot from a failed educational focus to a payment infrastructure provider for startups after navigating a twelve-month regulatory gestation period. The firm secured a competitive moat by rejecting early global acquisition offers and becoming the first gateway to support UPI, subsequently processing over $180 billion in gross merchandise value while maintaining capital efficiency that inadvertently generated profits. Today, Mathur continues to lead the company through a strategic reinvention using AI, emphasizing that founder-led conviction in long-term problem-solving remains essential despite advancements in software development speed.
- Milken Institute30 min
A Conversation with Citadel’s Ken Griffin | Global Conference 2026
Ken Griffin characterizes the Middle East conflict as a severe humanitarian crisis that threatens to trigger a global recession within six to twelve months, though he maintains that U.S. energy independence from fracking insulates the American economy from immediate oil shocks. He details a shifting political landscape where rising extremism and progressive policies in Chicago and New York drive a corporate exodus toward business-friendly states like Florida, where Citadel is doubling down on its operations. Looking ahead, Griffin emphasizes education as a national emergency to combat inflation and workforce displacement, advocating for meritocratic reforms and the integration of AI to create new jobs while preserving the skills of older workers.
- a16z23 min
Digital Freedom, AI Regulation, and the Fight for the Western Internet | The a16z Show
The U.S. administration is prioritizing the development of a "Western AI stack" to counter adversarial nations and dismantle prior State Department censorship apparatuses by redefining public diplomacy around user empowerment and free speech. Key figures like Under Secretary Rogers are leading an office restructuring that rejects opaque foreign information integrity initiatives while countering EU regulatory threats that use digital safety laws to penalize protected political expression. This strategy aims to align AI policy with First Amendment principles, ensuring that transparency, individualistic reasoning, and user-driven moderation tools serve as the primary defense against authoritarian models and foreign viewpoint-skewed legislation.
- Sequoia Capital27 min
Waymo's Dmitri Dolgov: 20 Million Rides and the Road to Full Autonomy
Dmitri Dolgov, Konstantine Buhler
Dmitry Dolgov, Waymo's co-founder, outlines a 21-year evolution from DARPA challenges to a sixth-generation autonomous fleet that has achieved 200 million fully autonomous miles and delivered over 20 million rides with a safety profile 13 times superior to human drivers. The company's architecture utilizes a multimodal "Foundation Model" integrating physics reasoning and spatial understanding to power a structured, end-to-end system across 11 cities, now accelerating toward global expansion in London and Tokyo through the newly launched Waymo Origin vehicle. This mission-driven approach bypasses incremental improvements to rapidly scale commercial deployment, treating full autonomy as an existential imperative to eliminate the 13 million annual road fatalities while transitioning the core technology into a primary family transportation tool.