Latest Interviews
Showing 16–30 of 2,630 transcripts.
Clear all filters- All-In Podcast23 min
Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
Founded by former Intel and Databricks executive Naveen Rao, Unconventional AI is deploying a novel 4D computing architecture that merges memory and compute to achieve 1,000x power efficiency in just 3.5 years. The company recently validated this approach with its first physical prototype, the UNO chip, which generates images using only 500 nanojoules while bypassing the energy bottlenecks of traditional Von Neumann systems. With a roadmap targeting a full managed VM product within two years and a Python-compatible software stack, Unconventional AI aims to disrupt the trillion-dollar AI market by replacing centralized data centers with distributed, biologically inspired local intelligence.
- All-In Podcast24 min
Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market
Adam Foroughi, Chamath, Jason, DavidSacks, friedberg, Ben, David
AppLovin, a mobile gaming advertising platform operating across 100,000 games and serving over a billion daily users, transitioned its deep learning capabilities in 2023 from basic model matching to advanced discovery engines that generate new consumer demand. CEO Adam Perugy led the company through a severe valuation contraction between 2021 and 2022 by executing a $6 billion share buyback program, which successfully restored investor confidence and drove the stock from roughly $80 to a peak of $150. The firm now maintains an industry-leading 84% EBITDA margin by leveraging proprietary algorithms to optimize performance-based ad arbitrage while navigating privacy regulations without sacrificing targeting precision.
- Milken Institute39 min
The Global AI Economy: Capital, Sovereignty, & Canada's Future | Global Dialogues Toronto 2026
Susan Li, Aidan Gomez, Dave McKay, The Honorable Evan Solomon, Evan Solomon
Canadian officials and industry leaders convened to outline a national strategy that balances aggressive AI development with robust regulatory oversight, including the establishment of a new safety regulator and a $50 million investment in the AI Safety Institute. Key figures such as Cohere CEO Aiden Gomez and Minister of AI Evan Solomon rejected calls for antitrust relief and existential risk scenarios, instead advocating for independent testing and sovereign control over frontier models to ensure democratic alternatives to U.S. and Chinese dominance. Supported by a $1.4 billion RBC growth fund and a $1.7 billion talent attraction initiative, the plan aims to retain domestic scale-ups while deploying free AI tools to students and creating 90,000 job placements to facilitate workforce adaptation.
- Milken Institute41 min
Beyond Capital: How Long-Term Investors are Creating Value | Global Dialogues Toronto 2026
Amber Kanwar, Bruce Heyman, Jenny Johnson, Jack Neumark, John Porter
Panelists from CPP Investment Board, AGF, and Fortress Investment Group discussed the structural reinvention required for AI adoption and the urgent need to align governance with technological shifts while warning against liquidity mismatches in private credit. The discussion highlighted a convergence of geopolitical risks and US debt sustainability challenges that are driving a shift toward regional supply chains, yet Canada's unique AAA credit rating and infrastructure pipeline present a distinct investment opportunity amidst these global fractures. Experts concluded that capital deployment in North America depends on resolving regulatory headwinds and addressing talent retention to leverage a favorable investment window for renewable energy and diversified economies.
- Bank of America20 min
Global Rates & FX Views: The great central bank review
Ralf Preusser, Agne Stengeryte, Meghan Swiber, Tomonobu Yamashita, Daesh Simha, Agnes Tengaraita, Yamashita-san
The Bank of Japan raised its policy rate to 1.25% amid political pressure from Prime Minister Takaichi's appointees, while simultaneously adjusting climate-related fund operations to facilitate balance sheet normalization. Global central bank strategies diverged as the Federal Reserve signaled rates remain non-restrictive pending market signals, whereas the Bank of England paused active gilt sales to stabilize the long end of the curve. These actions triggered distinct market reactions, including a steeper JGB curve twist, a significant USD/JPY sell-off driven by FX policy concerns, and a mixed but structurally positive medium-term outlook for the British pound.
- All-In Podcast38 min
Bill Gurley: Searching for Feynman
Bill Gurley contrasts the rigorous "searcher" investigations that typically follow historical catastrophes with the lack of a definitive root cause analysis for the COVID-19 pandemic, arguing that prominent virology experts acted as institutional blockers to protect their financial and professional interests. He contends that this suppression of the lab-leak hypothesis by figures like Anthony Fauci and Francis Collins, combined with media silence and the absence of an independent commission, has left society unprepared for future pandemics despite the event's massive human and economic toll. To rectify this systemic failure, Gurley urges the public and media to support independent researchers who continue to uncover critical evidence while calling for a cultural shift that prioritizes root cause analysis over partisan defensiveness.
- All-In Podcast39 min
Jared Isaacman: A New Era for NASA and American Space Exploration
Jared Isaacman, Chamath, Jason, Friedberg
NASA Administrator Jared Isaacman has restructured the agency toward "extreme ownership" to accelerate a strategic "second space race" against China, prioritizing the rapid return of core competencies in-house. Under this new framework, the Artemis program targets a 2027 lunar landing followed by sustained operations using a near-monthly launch cadence, nuclear power initiatives like the SR-1 Freedom reactor, and a focused shift toward high-risk deep space missions such as Titan and Europa exploration. By leveraging commercial partners for routine services while retaining ownership of near-impossible technologies, the agency aims to establish a permanent human presence at the lunar south pole before China's 2030 deadline.
- Goldman Sachs42 min
Rich Friedman on the Rise of Private Markets and AI Investing
Goldman Sachs Merchant Bank partner Rich Friedman discusses the firm's evolution from its 1992 inception into a $3–5 trillion global leader while navigating current exit challenges that have slowed deal activity. Friedman emphasizes a disciplined operational philosophy characterized by a five-to-seven deal annual cap, strict integration with broader bank strategy, and a high percentage of employee capital co-invested alongside client funds. Looking forward, the firm targets value in infrastructure support, wealth management, and sports services while exercising caution against overhyped technology sectors.
- All-In Podcast33 min
Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media
Nick Shirley, Chamath, Jason, Friedberg
Independent investigator Nick Shirley exposed systemic fraud in California's $126 billion high-speed rail project and various social service programs, triggering legislative retaliation through the "Stop Nick Shirley Act" (AB 2624). While Senator Nick Cortese approved funding for the incomplete rail system despite admitting it will likely never connect Los Angeles to San Francisco, Shirley's video investigations have garnered billions of views and forced authorities to prosecute cases ignored by mainstream media. The resulting political response includes new laws penalizing filming of state-funded facilities and legal fees for journalists who expose alleged fraud in immigration and welfare sectors.
- Y Combinator36 min
Startups Are Moving From Bits to Atoms
Recent YC batches have witnessed a hard tech resurgence, with the physical sector share tripling to 20% alongside a historic 1-in-6 PhD founder rate driven by AI acceleration and macroeconomic shifts in defense and space. Concurrently, the software landscape has pivoted toward revenue-generating agentic workflows and solo founders, as AI tools enable single individuals to execute complex full-stack operations and experienced founders to manage autonomous coding teams. These trends collectively signal a fundamental shift where advanced physical intelligence, specialized silicon, and autonomous agents are redefining startup viability and scaling strategies.
- a16z39 min
How Real-Time AI Video Is Changing How Creators Work
Jennifer Li, Gorkem Yurtseven, Batuhan Taskaya
Fal has launched H3 Max Turbo, a post-trained open-weight video model that accelerates generation to 1.5 seconds while cutting costs by an order of magnitude through advanced post-training and system co-design. The platform integrates LLMs with Blender to provide Hollywood studios with 100% controllability over lighting and camera angles, addressing data residency concerns via secure US-based hosting. This combination of real-time performance and enterprise-grade workflows has propelled H3 Max to become Fal's most popular video model, rapidly shifting industry adoption from consumer curiosity to large-scale professional integration.
- All-In Podcast44 min
Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta’s Future
Dina Powell McCormick, Chamath, Jason, Friedberg, Sheldon, Susan, Zach
Meta Platforms has appointed former Trump advisor Dina Powell McCormick as President and Vice Chairwoman to spearhead a global AI expansion characterized by massive infrastructure investments and strategic workforce development. A flagship project in Richland Parish, Louisiana, demonstrates this approach by triggering a 260% surge in local tax revenue directed to teacher salaries while launching the America's Workforce Academy to train specialized labor for data center operations. Concurrently, the company navigates a historic $17 billion settlement regarding youth safety and advances its hardware roadmap with new AI-enabled Ray-Ban glasses, all framed by CEO Mark Zuckerberg's strategy to rapidly democratize artificial intelligence.
The $100 Heart Scan Brad Gerstner Says Could Save Your Life
Brad Gerstner, Jason Chang, Rob Goldberg, Dave Goldberg, Sheryl Sandberg, Adam Grant, Molly
Brad Gerstner and Rob Goldberg launched a mobile calcium CT scanner at the All In Summit to scale screening from 800,000 annual heart disease deaths to 40 million preventative scans, aiming to transform the Calcium Score into a "mammogram for the heart." Driven by Goldberg's personal loss of his brother to undiagnosed disease, the initiative targets a $20 billion cost reduction by advocating for Medicare and Medicaid mandates to bypass the current "stent lobby" barrier. The trailer unit demonstrated immediate efficacy by processing 33 scans in nine hours, while the organization plans to expand access through corporate sponsorships and push for legislative changes that reclassify calcium scoring as a standard of care.
- Milken Institute32 min
A Conversation with the Minister of Finance of Canada | Global Dialogues Toronto 2026
Richard Ditizio, The Honorable François-Philippe Champagne, François-Philippe Champagne
Minister Champagne outlined Canada's $1 trillion five-year investment mobilization strategy, leveraging its AAA credit rating, stable banking system, and unique LLM ecosystem to attract capital into energy, critical minerals, and the digital economy. The government is deploying the $25 billion Canada Strong Fund with arm's-length governance to crowd in private equity while implementing a "one project, one review" framework to accelerate infrastructure deployment and remove interprovincial trade barriers. By offering tax certainty and loan guarantees to Indigenous partners, Canada positions itself as a secure, trusted supplier of choice for global allies seeking to de-risk their supply chains amidst rising geopolitical tensions.
- All-In Podcast28 min
JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms
JD Vance, Chamath, Jason, Friedberg, Brad, Elon
Vice President Vance outlines a comprehensive administration strategy focused on reversing illegal immigration, re-industrializing manufacturing, and imposing strict H-1B visa reforms to protect American workers. While inflation has decreased from previous peaks, the administration aims to stabilize the deficit near 3% of GDP through economic growth rather than immediate balancing, all while navigating significant state-level resistance to federal fraud checks. Foreign policy remains grounded in an "America First" doctrine, balancing assertive Middle East actions to prevent energy crises with a transactional approach to the U.S.-Israel relationship that prioritizes diverging from allied leadership when U.S. interests demand it.