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  1. Goldman Sachs25 min

    How Goldman Sachs’ John Waldron is navigating “a more uncertain time”

    John Waldron, Allison Nathan

    Goldman Sachs reports that the U.S. economy remains resilient against recession fears despite April tariff shocks, though persistent fiscal deficits and policy uncertainty continue to constrain corporate capital investment and global capital allocation. The firm has moderated its own risk positioning while anticipating a resurgence in capital markets activity this summer, provided no further exogenous policy disruptions occur. Leadership is simultaneously pivoting toward operational excellence and technology infrastructure to stabilize revenue streams and navigate a volatile environment defined by shifting interest rates and tariff trajectories.

  2. Sourcery with Molly O'Shea35 min

    Nucleus Launches First Genetically Optimized Embryo

    Kian Sadeghi, Molly

    Nucleus Embryo, led by founder Keon, has launched a genetic optimization platform in partnership with Genomic Prediction that enables parents to analyze IVF embryos for traits ranging from disease risks to cognitive potential. The technology addresses the rising adoption of IVF by offering a full-stack solution for generational health, differentiating itself from standard clinical screenings through direct-to-consumer access to comprehensive genomic data. While acknowledging that the system provides relative optimization rather than the creation of specific individuals, the company aims to democratize access to this preventative care technology to reduce the prevalence of genetic disorders.

  3. a16z22 min

    How Fei-Fei Li Is Rebuilding AI for the Real World

    Fei-Fei Li, Erik Torenberg, Martin Casado

    Co-founded by Fei-Fei Li alongside computer vision pioneers Ben Mildenhall, Christoph Lassner, and Justin Johnson, World Labs is establishing a foundational infrastructure for 3D spatial intelligence to overcome the limitations of current language-based AI. By leveraging deep expertise in neural radiance fields, Gaussian splatting, and diffusion models, the team aims to build systems capable of converting 2D views into interactive, generative 3D environments for robotics and creative applications. This concentrated effort seeks to solve the "world model" challenge by equipping machines with the embodied spatial reasoning necessary for navigating and manipulating physical realities.

  4. All-In Podcast24 min

    The Formula for Building America's Happiest City: Miami Mayor Francis Suarez | All-In Live

    Francis Suarez, Chamath, Jason, Friedberg

    Outgoing Miami Mayor Francis Suarez concludes his tenure by highlighting record-low homelessness, the city's lowest-ever homicide count, and historic economic growth driven by tax cuts and deregulation. His administration achieved these results by rejecting high-tax models in favor of aggressive regulatory reforms, including AI-driven permitting and public-asset leverage to fund major projects like the Bright Line rail. As Suarez prepares to leave office in September, he emphasizes his strategy of eliminating outdated barriers to attract global business while navigating complex challenges like national housing shortages and substance abuse crises.

  5. Milken Institute23 min

    Time to Act: A Conversation with Noa Tishby | Global Conference 2025

    Noa Tishby, Richard Sandler

    New York Times bestselling authors Noah Tishby and Noah Argamani frame the May 2025 campus encampments as the culmination of a thirty-year ideological war driven by the American Muslim and Palestinian organization to delegitimize Israel through tactics resembling the anti-apartheid movement. Tishby characterizes the core conflict as a clash between Western liberal values and a jihadist ideology, arguing that anti-Zionism functions as a shape-shifting conspiracy theory indistinguishable from anti-Semitism. Despite widespread public opposition to the encampments, the speakers assert that normalizing such anti-democratic sentiment at the local level aims to eventually force a shift in federal policy, while urging allies to educate communities on the October 7th atrocities to counter this narrative.

  6. a16z38 min

    Marc Andreessen Reveals His Biggest Wins and Mistakes at a16z

    Marc Andreessen, Erik Torenberg

    Founded in 2009 amidst the 2008 financial crisis, the firm initially raised a $300 million generalist fund before evolving by 2017 into a fully verticalized investment structure to address the need for deep domain expertise in complex "full-stack" companies. Operating with a US-centric footprint, the organization champions the "Little Tech" agenda to secure clear regulatory guidelines for startups and actively recruits global talent displaced by restrictive European policies. While navigating shifts in government relations and national security engagements, the firm maintains that successful world-beater trajectories depend heavily on specific micro-level decisions regarding timing and early market acquisitions.

  7. a16z38 min

    Where Crypto Meets AI with Chris Dixon & David George

    Chris Dixon, David George

    A recent analysis details the maturation of crypto infrastructure alongside the rapid commoditization of generative AI, highlighting how programmable money now facilitates real-world enterprise payments while AI models disrupt cognitive labor and traditional search revenue models. The discussion identifies a strategic convergence where cryptocurrency addresses value distribution challenges created by artificial intelligence, predicting that economic gains will concentrate at the extremes of semiconductor manufacturing and end-user applications. This synthesis of market dynamics informs an investment philosophy that prioritizes backing founders with deep, cross-disciplinary "earned secrets" rather than chasing speculative categories or second-place contenders.

  8. Y Combinator31 min

    State-Of-The-Art Prompting For AI Agents

    Garry, Harj, Diana, Jared

    Industry leaders are advancing LLM agents beyond 1995-era prompting by establishing layered architectures that separate system logic from customer-specific context, utilizing meta-prompting techniques to dynamically refine instructions. Founders are simultaneously securing competitive moats by physically embedding with domain experts to generate high-quality evaluation datasets that translate deep operational knowledge into proprietary assets. This "forward-deployed" model, combined with specialized debug tools and distinct model behavioral archetypes, enables rapid scaling of seven-figure enterprise deals through continuous, data-driven prompt optimization.

  9. Goldman Sachs30 min

    Alnylam’s Yvonne Greenstreet on RNAi and a ‘golden era’ in biotech

    Yvonne Greenstreet, Jerry Lee

    Alnylam Pharmaceuticals leverages a decade of RNA interference research to achieve a 55% clinical success rate and recently secured approval for Amvutra to treat hereditary transthyretin-mediated amyloidosis. Under CEO Yvonne Greenstreet, the company aims to become a top-five biotech leader by 2026 through a five-year strategy to deliver 25 clinical programs and expand into common diseases like hypertension. To reach this goal, Alnylam integrates AI-driven drug design with a culture of diversity and patient advocacy to de-risk development and target tissues beyond the liver, including the central nervous system.

  10. All-In Podcast25 min

    Nico Rosberg on the Booming Business of F1 | All-In Live from Miami

    Nico Rosberg, Chamath, Jason, Friedberg

    Former 2016 Formula 1 World Champion Nico Rosberg detailed his strategic pivot from racing to venture capital, highlighting significant portfolio investments in AI and software while cautioning against the complexities of the European hardware market. The discussion further analyzed the sport's evolution, noting how rigorous safety innovations and a $130 million budget cap have transformed F1 into a highly profitable enterprise with valuations reaching $6 billion per team. Rosberg emphasized that the sport's recent success stems from a blend of advanced driver training, a Netflix-driven demographic expansion, and the unique convergence of traditional sports with the digital finance ecosystem.

  11. Milken Institute21 min

    A Conversation with Eric Schmidt | Global Conference 2025

    Eric Schmidt, Rick Newman

    Eric Schmidt analyzes the evolving Ukraine conflict as a volatile stalemate driven by massive drone production, automated sensor-to-shooter loops, and the obsolescence of traditional armored platforms like tanks and aircraft carriers. He contrasts Ukraine's rapid, two-week innovation cycles against the Pentagon's sluggish 16-year procurement process, arguing that rigid bureaucratic structures prevent the U.S. from adopting necessary autonomous systems. Schmidt concludes that to counter modern hypersonic threats and future high-intensity warfare, the U.S. must pivot from expensive stationary assets to affordable, internet-prosecuted robotic forces integrated with its domestic startup ecosystem.

  12. a16z21 min

    7 More Healthy Years: What We Can Learn from Super Agers

    Vijay Pande, Eric Topol

    The proposed healthcare strategy shifts focus from unproven aging reversal to preventing the "big three" age-related diseases through modifiable lifestyle factors and emerging medical technologies. By integrating personalized omics data, AI-driven risk profiling, and novel treatments like GLP-1 drugs and cellular therapies, this approach aims to extend healthspan by seven years for populations globally. This evidence-based framework prioritizes immediate disease mitigation over theoretical longevity, leveraging a 20-year incubation window to fundamentally redefine the standard of care.

  13. Goldman Sachs24 min

    How AI, tariffs, and the energy transition are reshaping infrastructure investing

    Tavis Cannell, Allison Nathan

    Large institutional investors have allocated 6% to 7% of assets to infrastructure, a sector that generated nine percent returns since 2022 while evolving from traditional transport dominance to focus on energy transition and digital assets like AI-driven data centers. Goldman Sachs identifies key opportunities across four segments, noting that solar plus storage is now cost-competitive and that European markets are gaining traction due to Germany's massive infrastructure plan, despite geopolitical and liquidity risks in specialized areas. To capitalize on these secular trends in decarbonization and digitalization, investors utilize closed-ended funds targeting mid-teens returns or evergreen vehicles for long-term capital appreciation.

  14. Sequoia Capital38 min

    From Data Centers to Dyson Spheres: P-1 AI's Path to Hardware Engineering AGI

    Paul Eremenko, Sonya Huang, Pat Grady

    P1.ai is launching its AI engineering agent "Archie," which addresses the scarcity of physical design data by synthesizing massive, physics-informed datasets to train specialized models for hardware creation. Initially targeting data center cooling applications in 2025, the system operates as a collaborative team member that orchestrates existing CAD and simulation tools to perform complex design synthesis and error correction at entry-level engineer proficiency. With angel investment from Jeff Dean, the company aims to scale the agent's capabilities from residential cooling to aerospace domains over the next four years, ultimately striving for Engineering AGI defined by self-reflection and domain generalization.

  15. Y Combinator30 min

    How To Design Better AI Apps

    Tom, Dave, Pete Koomen

    Pete Kuhman argues that most current AI software applications are merely legacy interfaces retrofitted with basic chat capabilities rather than being re-engineered as true "action-oriented" agents. He proposes a shift where users can customize or auto-generate system prompts to transform AI from a generic text generator into a tool that executes complex, multi-step workflows across different software environments. Supported by Y Combinator's internal implementation of such agents, this paradigm aims to replace manual prompt engineering with personalized, autonomous systems that handle routine cognitive tasks.