Latest Interviews
Showing 16–27 of 27 transcripts.
Clear all filters- The Economist26 min
Spring a leaker: Assange goes free
Assange, Peter Navarro, Donald Trump, Rosie Bloor, Jason Palmer, Shashank Joshi, Simon Rabinovich, Varinia Sardines, Lizzie Peet, Mei Liao, Melanie Bartelm, Becca Milstein
Former Wikileaks founder Julian Assange secured a plea deal with the United States to avoid prison time for disclosing classified documents on Iraq, Afghanistan, and the 2016 election, ending a seven-year legal saga that raised concerns over journalistic freedom under the Espionage Act. In the realm of economic policy, former Trump advisor Peter Navarro is championing a protectionist agenda for a potential second administration that prioritizes aggressive global tariffs over subsidies to counter Chinese influence, despite widespread expert criticism regarding the inflationary impact on consumers. Simultaneously, a luxury shift in the American food market has rebranded canned fish as a premium consumer good, driven by social media influencers and nostalgic packaging to push sales of high-end tins to over $3 billion while challenging traditional perceptions of canned goods as mere hardship rations.
- Goldman Sachs29 min
Power surge: AI, renewable energy, and the future of electricity
Carly Davenport, Alberto Gandolfi, Brian Singer, Allison Nathan
Global power demand is surging due to generative AI and data center expansion, with US growth forecast to accelerate to a 2.5% CAGR by 2030 while Europe faces similar pressure from electrification plans. Goldman Sachs predicts an "all-of-the-above" generation strategy dominated by natural gas and renewables to support an estimated $50 billion in new US infrastructure investment, even as nuclear adoption shifts toward direct power purchase agreements and small modular reactors. This transition faces significant bottlenecks including multi-year permitting delays, equipment shortages, and grid modernization needs, positioning the sector for a generational investment boom over the next decade.
- Goldman Sachs28 min
Is China’s rebound for real?
Hui Shan, Kinger Lau, Alison Nathan, Kendra Lau
Goldman Sachs attributes the recent 30% rally in Chinese offshore equities and 15% domestic gain to strong Q1 GDP growth, direct "national team" market intervention, and a strategic policy shift that has successfully priced out fears of a property crash. While investors remain cautious due to pending housing reforms and escalating US tariffs on green technology, analysts project a near-term 10% upside for the CSI 300 index driven by conservative valuations and anticipated earnings improvements in the internet and consumer sectors. The firm maintains a constructive outlook on A-shares over offshore markets, anticipating that domestic policy easing and governance reforms will outpace geopolitical headwinds in the coming months.
- Goldman Sachs33 min
Global transit & trade: in rough waters
Admiral James Stavridis, Tobias Meyer, Alison Nathan, James Stavridis
Admiral James Stavridis warns that maritime risks have reached unprecedented levels due to great power competition, state-sponsored terrorism, and vulnerabilities in undersea internet infrastructure, while Tobias Mayer analyzes supply chain shifts driven by regulatory complexity rather than physical disruptions. Despite Houthi attacks in the Red Sea causing a 10–20% rise in logistics costs, the global shipping fleet remains resilient enough to absorb reroutes without systemic failure as companies adopt omnishoring strategies to diversify assembly locations. Ultimately, the convergence of these geopolitical tensions and evolving trade patterns suggests a future where security coalitions must balance military deterrence against China and Russia while adapting commercial networks to manage increased operational costs and regulatory fragmentation.
- The Economist21 min
How AI is generating a revolution in entertainment
Alfie, Ankit, Tobias, Harry Yeff, Marcus Hutton, Tom Wainwright
The event details how artificial intelligence is reshaping the music, film, and entertainment industries through data-driven discovery, generative creation tools, and predictive analytics like Cinelytic. While these technologies promise trillions in economic growth and lower barriers for under-resourced creators, they simultaneously spark significant labor disputes over job displacement and intense legal battles regarding copyright and consent. Stakeholders remain divided on whether these advancements will ultimately enrich human creativity or lead to a market flooded with derivative content.
- The Economist25 min
Why the baby business is booming
Jessica, David Smotrich, Nima, Hamish, Alan White, Nick, Emma, Catherine Wade, Mian Ridge
Valued at over $14 billion with projections reaching $130 billion, the global surrogacy industry is rapidly expanding due to rising infertility rates and restrictive laws in home countries that drive demand toward unregulated hubs. While the United States and Ukraine have historically served as major centers, tightening regulations in Asia and safety crises in Africa have forced a geographic shift that exposes gestational surrogates to severe exploitation and high maternal mortality. Experts now advocate for comprehensive international legal frameworks to replace bans with regulated standards, ensuring protections for children, intended parents, and surrogate workers across a market spanning costs from $30,000 to $200,000.
- The Economist24 min
Covid-19: why vaccine mistrust is growing
Professor Jonathan Heaney, Professor Heidi Larson, Dr Jonathan Kennedy, Kristin Urquiza, Neil Johnson, Fadi Kouran, Slavia Chankova
With over 20 COVID-19 vaccine candidates in development, experts warn that failing to achieve 70% population uptake due to widespread hesitancy could necessitate indefinite social restrictions. This crisis of trust is driven by political polarization, the legacy of the retracted Andrew Wakefield study, and algorithmic amplification of misinformation on social media platforms that have disproportionately spread falsehoods from figures like President Trump. In response, health organizations and tech-savvy clinics are launching counter-misinformation campaigns to protect herd immunity goals against hostile narratives that link political populism with declining public confidence.
- a16z27 min
CRISPR 2.0 and the Future of Gene Therapies
The gene therapy sector is undergoing a paradigm shift from simple transgene addition to precise CRISPR-based editing, driven by recent FDA approvals and a pipeline projecting dozens of Phase 3 trials this year. Despite significant progress in developing base editors and expanding delivery vectors, the industry faces critical bottlenecks in manufacturing scalability and achieving organ-specific targeting without immunogenicity. Successful organizations are distinguishing themselves by combining rigorous engineering mindsets with interdisciplinary teams to optimize modalities and automate production for a future of millions of patients.
- Y Combinator29 min
Carolynn Levy - Modern Startup Funding
Early-stage financing has shifted from complex, costly Series A preferred stock rounds to streamlined convertible securities like Y Combinator's SAFE, which allow founders to raise capital rapidly without immediate legal counsel. While these instruments facilitate frequent small checks and faster closings, they introduce challenges such as tracking dilution until conversion and potential administrative burdens from party rounds with numerous angels. Ultimately, founders must balance the efficiency of modern templates against specific deal structures and regional investor preferences to avoid corner cases where funding fails to convert into equity.
- Y Combinator26 min
Geoff Ralston and Adora Cheung Discuss Startup School
Geoff Ralston, Adora Cheung, Craig, Jeff
Startup School is a 10-week Stanford-taught online program led by YC partners and executives Paul Graham, Sam Altman, and Michael Seibel, designed to lower barriers for early-stage founders globally. The course offers two participation tracks featuring live lectures, expert advice from volunteer founders, and access to exclusive partner deals, while incentivizing serious commitment through $10,000 equity-free grants awarded to 100 completing companies. Building on last year's success where 38 graduates entered the YC accelerator, the initiative aims to maximize global innovation by fostering accountability and providing capital to prevent promising startups from failing due to early funding gaps.
- Milken Institute34 min
A Conversation with PepsiCo CEO Indra Nooyi
Indra Nooyi, Michael Milken, Andrew, Mike
PepsiCo CEO Indra Nooyi transformed the beverage and snack giant through "Performance with Purpose," a strategy that integrated social and environmental sustainability into core operations while shifting the revenue portfolio toward healthier product lines. This cultural overhaul was driven by scientific leadership under Chief Scientific Officer Dr. Mahmood Khan and reinforced by tying executive compensation to specific nutritional and environmental goals. Nooyi further extended the company's impact by forging partnerships with healthcare institutions to improve access for underserved veterans and advocating for systemic policy changes to address chronic disease and nutritional equity.
- Goldman Sachs23 min
Ray Kelly, Former NYPD Commissioner: Talks at GS Session Highlights
Former NYPD Commissioner Raymond Kelly, the first officer to rise from a cadet to the agency's top leadership, details his tenure's establishment of the first municipal counterterrorism bureau and the surveillance of major events like the 2010 Times Square bombing attempt. Kelly critiques a 2011 ruling on racial profiling as evidentiary flawed and warns that current oversight measures and the refusal to appeal could shift policing from proactive crime prevention to reactive responses, a strategy he links to a reduction of 9,300 murders over two decades. With ISIS cited as an escalating global threat, Kelly advocates for the continued use of data-driven security initiatives like the Lower Manhattan Security Initiative while balancing privacy concerns through automatic data deletion protocols.