Latest Interviews
Showing 211–225 of 1,548 transcripts.
Clear all filters- Goldman Sachs31 min
Lloyd Blankfein on His Memoir, Risk Management and Leadership
Lloyd Blankfein, David Solomon
Former Goldman Sachs Chairman and CEO Lloyd Blankfein details his tenure from 2006 to 2018, contrasting the firm's unique partnership culture with post-IPO public market pressures while outlining specific strategies that enabled survival during the 2007–2008 financial crisis. He attributes this resilience to rigorous mark-to-market accounting and a proactive risk-management focus on tail events, rather than predictive foresight, alongside a leadership philosophy centered on "managing down" to foster collective ownership. Blankfein's memoir, "Streetwise," further examines his journey from Brooklyn public housing to Wall Street, the firm's expansion into philanthropy through 10,000 Women, and the deliberate preservation of Goldman Sachs' distinctive internal culture amidst structural evolution.
- Milken Institute43 min
Demystifying Korea and Japan: Parallel Paths and Practical Partnerships | Asia Summit 2025
Avril Hong, Chee Kong Choun, James Kim, Kenji Kobayashi, John-Paul (Jaeho) Yun
Amidst shared demographic challenges and intense competition from China, Japanese and South Korean firms are forging strategic alliances to leverage complementary strengths in manufacturing and soft power. These cross-border partnerships prioritize deploying AI within localized vertical industries rather than competing in foundational models, while simultaneously pursuing M&A consolidation and expansion into the US, ASEAN, and European markets to secure global capital and growth. Private sector leaders are driving this transformation to bypass domestic stagnation, aiming to monetize decades of accumulated industrial data and establish a unified front against US and Chinese tech dominance.
- Lex Fridman22 min
Khabib vs Lex: Training with Khabib | FULL EXCLUSIVE FOOTAGE
Lex, Khabib Nurmagomedov, Aviv, George, Amanda, Mahdi, Iskandar, John Smith, Radar, Dan Gable, Michael Jordan
In an intense training session at a legendary facility, host Lex Friedman endured grueling sparring drills under the supervision of Khabib Nurmagomedov, who enforced a philosophy of relentless physical and psychological pressure to exhaust opponents. Despite holding a black belt in Jiu-Jitsu, Friedman described the experience as mentally crushing and physically overwhelming, noting that Khabib's constant corrections and high-level partner rotations prevented any respite. The encounter highlighted Khabib's disciplined approach to martial arts, characterized by non-stop ground games and a refusal to stop until partners are fully exhausted, leaving Friedman feeling humbled yet honored by the exchange.
Inside Opendoor HQ on Earnings Day (Office Tour + Live Stream)
Kaz Nejatian, Michael Judd, Molly O'Shea
Opendoor is reshaping its corporate identity under CEO Kaz Nejatian and former CEO Keith Raziani by adopting a militant "Open Army" culture and pioneering live, digital-first investor relations on platforms like Robinhood. This strategic pivot accompanies a technical overhaul where leadership prioritizes core stability over cosmetic improvements, resulting in a ten-week mortgage product launch and a hybrid design system strategy. By expanding from simple transactions into a comprehensive home-moving ecosystem, the company aims to empower average Americans through high transparency and merchant services that mimic Shopify's model.
- Goldman Sachs32 min
Board Governance in 2026: AI Oversight, Activism, and Delaware’s Edge
Larry Cunningham, John F.W. Rogers
The University of Delaware's John L. Weinberg Center for Corporate Governance marked its 25th anniversary by unveiling the book *Boardroom Legacy*, which contextualizes John L. Weinberg's 1948 thesis on board stewardship through contributions from fifteen scholars and support from Goldman Sachs. Symposium speakers highlighted Weinberg's prescient advocacy for independent audit committees and CEO oversight while discussing modern governance challenges, including SEC Chair Paul Atkins' intent to reform shareholder proposal processes and the persistent market dominance of Delaware's legal infrastructure. Additionally, the event explored Warren Buffett's enduring influence on corporate succession planning and capital allocation strategies, cementing the center's role as a hub for bridging historical governance principles with contemporary regulatory and strategic realities.
- Milken Institute24 min
A Conversation with BTG Chairman, André Esteves | Global Investors' Symposium São Paulo 2025
André Esteves, Christiane Pelajo, Cris
Global market volatility driven by US policy shifts and a K-shaped economic divergence has elevated Brazil's strategic position as a neutral food and data hub leveraging its clean energy matrix. While AI capital expenditures are reshaping the industrial landscape, the speaker projects Brazilian interest rates to fall from 15% to a 7–11% range provided the government implements a 2% of GDP fiscal adjustment to resolve macroeconomic contradictions. Ultimately, the nation's future prosperity hinges on replacing social aid with formal labor incentives and utilizing deep capital markets to fund infrastructure independent of external geopolitical luck.
- Milken Institute31 min
Opportunities in Sustainability: Voice of Global Investors | Global Investors' Symposium São Paulo
Patricia Torres, Clara Barby, Tony Lent, Jens Nielsen, Wolfgang Schwerdtle
A recent high-level forum brought together investors from GIC, the World Climate Foundation, and Just Climate to align capital strategies with Brazil's mandate to cut greenhouse gas emissions by 59% to 67% below 2005 levels by 2035, prioritizing land use and agriculture over traditional energy transition. Participants identified a maturing market where average deal sizes are rising to $30 million, yet emphasized that overcoming data gaps and currency risks requires innovative financial instruments like off-take guarantees and specialized intermediaries. The dialogue concluded with a unified call for asset owners to appoint dedicated NBS executives and reallocate 2–3% of assets by 2025 to support scalable nature-based solutions that bridge the gap between venture and infrastructure capital.
- Sequoia Capital45 min
Building the GitHub for RL Environments: Prime Intellect's Will Brown & Johannes Hagemann
Will Brown, Johannes Hagemann, Sonya Huang
Prime Intellect operates an end-to-end post-training infrastructure platform that enables startups and enterprises to build custom AI models through a unified "Lab" featuring compute orchestration and a Reinforcement Learning Environments Hub. By redefining evaluation and training as interchangeable functions within these environments, the system allows Fortune 500 teams and research groups to optimize specific workflows for sectors like medical diagnostics and cybersecurity without relying on generic pre-training or big tech walled gardens. This approach empowers organizations to democratize frontier AI capabilities, enabling them to replicate Cursor's success in developing specialized agentic models while compounding institutional expertise over time.
- Y Combinator23 min
OpenClaw Creator: Why 80% Of Apps Will Disappear
Raphael Schaad, Peter Steinberger
Launched in 2025, the open-source OpenClaw project has rapidly accumulated over 160,000 GitHub stars by introducing a local-executing personal AI agent capable of autonomously controlling hardware and synthesizing private data. Creator of the "swarm intelligence" philosophy, the project distinguishes itself through a unique security architecture that isolates user memory in local markdown files and employs a proprietary `soul.md` file to maintain core personality traits against external manipulation. As the technology evolves toward multi-agent negotiations and the obsolescence of traditional applications, OpenClaw positions itself as a value-retention model where specialized bots manage distinct domains while the primary asset remains the user's locally stored data memory.
- Milken Institute30 min
Progress with Purpose | Asia Summit 2025
Martin Soong, Hadi Badri, Dilhan Pillay Sandrasegara
Dubai's leadership identifies organizational inertia as a primary risk, responding with a rapid adaptation strategy that combines three-year plans with daily data-driven adjustments to maintain a high-performance standard. Amidst a fragmented global economy marked by rising nationalism and supply chain reconfiguration, the emirate has secured a 60% year-over-year surge in foreign direct investment by positioning itself as a permanent global hub for talent and capital. This growth is further accelerated by a robust artificial intelligence framework prioritizing small language models and regulatory agility, alongside progressive visa policies that have established the UAE within the top ten globally for AI talent density.
- Goldman Sachs24 min
Inside the Future of Payments: Adyen CEO
Pieter van der Does, Clif Marriott, Cliff Marietta
Founded by the creators of iDeal, Adyen transitioned from a payment intermediary to a direct acquiring system, now processing $900 billion annually through a unified platform that combines online and in-store payments with AI-driven authorization optimization. The company distinguishes itself by rejecting acquisition-heavy growth in favor of a single technology stack and a disciplined culture that prioritizes collective success, allowing it to offer financial services like loans while excluding cryptocurrency due to client demand. Looking forward, Adyen aims to leverage its global infrastructure and banking licenses to bridge physical and digital shopper identities, anticipating a regulatory landscape that must adapt to the speed of artificial intelligence in fraud prevention.
- a16z41 min
How Truemed Is Incentivizing Americans to Invest in Prevention
The speaker identifies a structural U.S. health crisis driven by decades of corporate governance prioritizing shareholder value, which led to the systemic replacement of whole foods with subsidized, inflammatory ingredients like high-fructose corn syrup and soybean oil. This deterioration is exacerbated by inadequate chemical regulation, aggressive ag-chemical lobbying, and a medical paradigm focused on acute disease management rather than preventive lifestyle interventions. As a countermeasure, the discussion highlights TrueMed's model of leveraging tax-advantaged funds for nutrition and fitness tools, while advocating for subsidy reform and metabolic psychiatry to shift the system toward human enhancement and long-term wellness.
- Goldman Sachs27 min
Implications of an “Americas First” Foreign Policy
Hal Brands, Mauricio Claver-Carone, Allison Nathan
The Trump administration has announced a 2026 foreign policy shift known as the "Donro Doctrine," which prioritizes direct resource control and territorial expansion in the Western Hemisphere over traditional diplomatic stability. This neo-mercantilist strategy targets specific outcomes including the strategic takeover of Venezuelan oil, the acquisition of Greenland, and the renegotiation of USMCA to favor U.S. equity over trade, while actively countering Chinese and Russian influence through military and economic coercion. Critics warn that this move toward hard power and border redrawing risks eroding the post-1945 international order, potentially triggering global instability and market volatility as U.S. forces intercept shadow fleets and intervene in regional sovereignty disputes.
- a16z36 min
Ben Horowitz and David Solomon: The Sweetest Macro Spot in 40 Years
Ben Horowitz, David Solomon, David Haber
Goldman Sachs is expanding its balance sheet to between $2.5 and $3.5 trillion by shifting to a stable deposit model, while simultaneously deploying $6 billion in technology to automate operations and drive efficiency. Concurrently, Andreessen Horowitz has solidified its position as the largest U.S. venture firm by capturing 18.3% of capital in 2025, leveraging AI to scale investments from 15 to 150 major successes annually. These strategies converge within a stimulative macroeconomic environment characterized by fiscal support and deregulation, which is expected to trigger record M&A activity and accelerate the public listings of AI-driven companies despite lingering geopolitical risks.
Why Sequoia Is Betting on AI That Beats Humans
Shaun Maguire, Molly O'Shea, Andrew Reed, Vlad Tenev, Palmer Luckey
Investor Andrew, acting alongside podcast host and math expert, backed Harmonic CEO Vlad Tenev based on his proven track record with Robinhood and the company's unique reinforcement learning strategy that leverages mathematical rigor and the Lean programming language. This approach allows Harmonic to achieve elite performance in math competitions at a fraction of the capital cost incurred by major AI competitors, while the broader discussion highlights a shift in the host's assessment of Unidentified Aerial Phenomena odds and a prediction for a second industrial revolution in specialized AI applications. The event details how deep intellectual rigor and unconventional physics interpretations underpin both this specific investment thesis and the founders' broader vision for the future of computing.