Latest Interviews
Showing 196–210 of 1,573 transcripts.
Clear all filtersData Centers in Space? Armada’s CEO on SpaceX and the Edge
Armada, funded by over $200 million, deploys modular AI factories to bring hyperscale computing to remote and hostile environments, effectively bridging the digital divide in regions lacking traditional infrastructure. Strategic alliances with key entities like SpaceX, OpenAI, and Microsoft enable the company to integrate edge connectivity and proprietary models into diverse sectors ranging from military operations on aircraft carriers to disaster response in the Arctic and Saudi desert. By prioritizing rapid deployment of American-led AI stacks, Armada aims to secure global data sovereignty and expand its footprint into critical industries such as energy and defense through 2026.
- Goldman Sachs24 min
Qatar PM Al Thani: Diplomacy and Qatar's Economic Future
Al Thani, Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani, Jared Cohen
Qatar leverages its "national security doctrine" to position itself as a neutral global mediator and logistics hub, aiming to prevent regional escalation while securing geopolitical leverage for its economy. This strategy drives the Qatar Investment Authority to transform the state into a multi-sector powerhouse by creating "national champions" like Qatar Airways and Qatar Energy, ensuring growth beyond its small population limits. Following lessons from the 2017 blockade, the nation further strengthens its resilience through Vision 2030, which prioritizes human capital development and diversified energy supplies to maintain stability amid eight concurrent international conflicts.
- Goldman Sachs22 min
Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets
Goldman Sachs analysts project the 2026 global economy will benefit from stimulative fiscal and monetary policies that favor the U.S. structural growth advantage over Europe and China, despite lingering geopolitical risks. The firm anticipates a historic surge in M&A and IPO activity driven by a permissive regulatory environment and shifting CEO sentiment toward dealmaking. Internally, the organization is leveraging its "OneGS 3.0" AI strategy to restructure legacy processes, aiming to boost efficiency and productivity without reducing headcount while focusing future growth on asset and wealth management.
- Goldman Sachs20 min
Will macro tailwinds drive stocks higher?
Markets in early 2025 exhibit a shift from narrow AI concentration to broader cyclical leadership, driven by non-U.S. outperformance in regions like Japan and Korea alongside a breakout in U.S. bond yields. Analysts project a Federal Reserve holding rates through spring before implementing 50 to 100 basis points of cuts later in the year, coinciding with a "Year of the Tariff" that is expected to transition into a global growth cycle by 2026. Investors are consequently advised to diversify beyond the S&P 500 into international equities and U.S. cyclicals like housing and regional banks to navigate elevated valuations and a steeper yield curve.
Inside Zipline’s Factory: The World’s Largest Drone Delivery Network
Keller Rinaudo Cliffton, Molly O'Shea
ZipLine is nearing two million total deliveries of autonomous aircraft across 140 million safe commercial miles, with its California headquarters employing over 1,300 staff to oversee a fleet managed by human supervisors rather than direct pilots. The company is rapidly scaling operations from 17 to 24 hours daily while transitioning to single-operator control of up to 30 units, supported by extensive in-house manufacturing of custom electric components and rigorous testing protocols. Strategic partnerships with major retailers and healthcare providers are driving adoption where over 50% of some households order via the service, despite current supply constraints necessitating limits on non-essential orders to ensure reliability.
- Goldman Sachs25 min
Anastasia Soare: Building a Billion-dollar Beauty Brand
Anastasia Sorey, founder and CEO of Anastasia Beverly Hills, joined Goldman Sachs to recount her journey from navigating communist Romania to building a billion-dollar beauty empire through a philosophy of mastering craft and prioritizing client well-being. Sorey detailed how she leveraged resilience, a self-developed product line, and strategic partnerships with retailers like Nordstrom and media figures like Oprah Winfrey to scale her brand while rejecting traditional business planning in favor of direct market validation. The event concludes with Sorey's advocacy for immigrant entrepreneurs to pursue their dreams through hard work and a "pay it forward" mentality, underscored by the release of her new book *Raising Brows*.
- All-In Podcast32 min
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
Satya Nadella outlined Microsoft's strategic pivot toward "manager of infinite minds" AI agents and autonomous workflows that shift the organization from specialized roles to full-stack builders, enabling a four-year period of doubled income without headcount growth. By prioritizing ecosystem effects over single-model dominance, the company is deploying Agent 365 and local Phi models to establish a global, open architecture where value accrues from orchestration rather than proprietary weights. This approach aims to drive 80% US market share in five years while facilitating worldwide economic growth through technology diffusion to the global south.
- Goldman Sachs27 min
Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation
Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, Christian Mueller-Glissmann, Alyssa Nathan
A 2026 global equity strategy forecasts sustained optimism driven by profit growth and moderating inflation, with a strategic tilt toward undervalued emerging markets and AI application sectors. The outlook anticipates a depreciating US dollar and a tail end of global easing, prompting portfolio managers to favor equities over credit while hedging against stretched valuations through diversified alternatives. Simultaneously, commodities are positioned for divergence, featuring a base case for a 10% gold rally and strategic long exposure to local US power markets fueled by surging AI data center demand.
- Milken Institute22 min
A Conversation with Altérra CEO His Excellency Majid Al Suwaidi | Middle East & Africa Summit 2025
Majid Al Suwaidi, His Excellency Majid Al Suwaidi, Joseph McMonigle
Established as the world's largest climate-focused private fund, Altera has committed an initial $6.5 billion deployment to mobilize $250 billion in capital for the Global South alongside strategic partners Brookfield, TPG, and BlackRock. This initiative follows the landmark COP28 conference, which shifted climate diplomacy to a pragmatic, private-sector-integrated model under the political leadership of UAE officials. Fund Director Majid Al-Sawadi now leverages his diplomatic background to accelerate clean energy infrastructure, specifically targeting the energy demands of AI and industrial decarbonization in emerging markets.
- Goldman Sachs23 min
Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives
David Mericle, Andrew Tilton, Jari Stehn, Alison Nathan
Goldman Sachs economists David Miracle, Andrew Tilton, and Yari Stein outline regional economic forecasts for 2026, projecting 2.5% US growth driven by tax cuts and Fed rate reductions alongside a resilient 4.8% expansion in China fueled by manufacturing competitiveness. The analysis highlights contrasting monetary trajectories, including the Bank of Japan's aggressive tightening to 0.75% and the ECB's projected rate hold, while warning of US labor market uncertainties and European structural weaknesses. These insights, recorded on January 7, 2026, serve as the second installment of the Outlook 2026 series, setting the stage for subsequent asset class discussions.
- Milken Institute36 min
Michael Milken in Conversation with HE Khaldoon Khalifa Al Mubarak | Middle East & Africa Summit
Michael Milken, HE Khaldoon Khalifa Al Mubarak, Sarah Sandler, His Excellency Khaldoon Khalifa Al Mubarak
Building on early foundational investments like the 2017 creation of a federal AI ministry and MBZ AI University, the UAE is accelerating its strategic pivot with the US-backed Stargate project, a massive 19-square-kilometer AI cluster scheduled for operational status by late 2025. This infrastructure initiative, which integrates 35,000 NVIDIA H100 chips and involves major partners like OpenAI and Microsoft, serves as the backbone for broader domestic AI integration across government services via the "Tem" platform and corporate strategies such as Mubadala's "Maya" decision-making system. These concerted efforts aim to sustain the nation's top global rankings in entrepreneurship and competitiveness while driving projected wealth migration and economic diversification beyond oil.
- a16z34 min
Ben Horowitz on Investing in AI: AI Bubbles, Economic Impact, and VC Acceleration
Andreessen Horowitz structures its General Partners as self-directed experts within small, vertically aligned teams to accelerate investment quality and preserve decision-making dynamics. The firm explicitly prioritizes financial returns and specific technological excellence over broad ESG criteria, exemplified by its American Dynamics vertical focused on defense and energy gaps. Simultaneously, the organization is adapting its accelerator strategy to leverage AI tools for earlier-stage founders while maintaining high-ownership stakes to capture the economic potential of the emerging computing platform.
- Goldman Sachs26 min
Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture
Jan Hatzius, Dominic Wilson, Alison Nathan
Goldman Sachs projects 2026 global growth to reach 2.7%, driven by the "One Big Beautiful Bill Act," German fiscal easing, and the fading impact of 2025 tariffs. The firm forecasts a 2.5% expansion for the U.S. economy alongside expected Federal Reserve rate cuts that aim to lower inflation and address labor market stagnation. While equities are anticipated to deliver low double-digit returns, analysts warn of recession risks tied to the "SOM Rule" and elevated valuations that may trigger significant market volatility.
- Milken Institute40 min
Navigating the Crosscurrents: Global Macro and Investment Outlook | Middle East & Africa Summit 2025
Dan Murphy, His Excellency Waleed Al Mokarrab Al Muhairi, Tony Minella, Anne Walsh
In this session, Tony Minella of Eldridge, Waleed Al-Mahari of Mubadala, and Anne Walsh of Guggenheim project a U.S. macroeconomic steady state with 2% GDP growth while anticipating Fed rate cuts that will place the 10-year Treasury yield in a 3.5% to 5% trading range. The panelists distinguish the current AI investment super-cycle from the dot-com bubble by citing real earnings among tech conglomerates, though they warn of obsolescence risks and the eventual disruption of traditional valuation models. Despite U.S. market dominance, the group emphasizes a strategic pivot toward global diversification in Asia and Brazil to capture emerging growth while managing systemic leverage and geopolitical volatility.
- Goldman Sachs22 min
Turning $700 into a Billion-Dollar Brand: John Paul DeJoria
John Paul DeJoria, Meena Flynn
John Paul Mitchell founded John Paul Mitchell Systems and successfully launched the Patrón tequila brand by leveraging resilience and a partnership-based management philosophy derived from his Navy service and humble childhood. The company operates under a 360-year trust structure that prevents sale and ensures all proceeds benefit the beauty industry and its partners, while Mitchell continues to prioritize anonymous philanthropy focused on homelessness and food insecurity. Through strategic pivots from hair care to premium spirits, Mitchell transformed a bootstrapped startup into the world's largest privately owned salon hair care company and executed the largest liquor business sale in history.