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  1. All-In Podcast29 min

    Eric Schmidt on AI, the Battle with China, and the Future of America

    Eric Schmidt, Chamath, Jason, Friedberg

    Former Google CEO Eric Schmidt outlines a strategic framework where the immediate AI revolution remains underhyped and distinct from the imminent arrival of autonomous agents, while warning that Western nations must counter China's aggressive pivot toward open-weight models and advanced robotics. Schmidt anticipates a future military doctrine defined by millions of AI-driven drones that create high-deterrence stalemates rather than traditional combat, driven by the obsolescence of fixed military infrastructure. Simultaneously, he emphasizes that US geopolitical resilience depends on leveraging domestic capital markets and releasing smaller open-source models to maintain control over handheld device proliferation amidst global demographic declines.

  2. Y Combinator42 min

    Why Now Is The Best Time To Build In Crypto

    Harj Taggar, Jesse Pollak

    Led by Base founder Jesse Pollock, industry leaders declare a new golden age for crypto building driven by mature infrastructure that has reduced transaction costs to near zero and achieved regulatory clarity through legislation like the Genius Act. This environment enables a shift from legacy financial systems to programmable, censorship-resistant networks where stablecoins facilitate global access and tokenization allows creators to retain ownership of their capital. As a result, Coinbase and Y Combinator are prioritizing technical founders who apply these scalable Layer 2 architectures to solve real-world problems, signaling a surge in high-quality engineering teams ready to integrate AI and financial services over the next 18 months.

  3. Sequoia Capital45 min

    Why Businesses Are Rejecting the AI They’ve Asked For ft Agency CEO Elias Torres

    Elias Torres, Sonya Huang, Pat Grady

    Elias Torres leverages his experience founding Drift and leading HubSpot's platform rebuild to launch Agency, an AI-native company dedicated to automating entire customer workflows rather than merely assisting human agents. The venture targets enterprise clients by challenging the market's demand for perfect AI accuracy, instead promoting a model that delivers broad functionality with 10-30% efficiency gains while relying on fewer than 100 employees to scale operations. Torres aims to build a $1 billion revenue entity by deprogramming businesses from manual dependency and hiring talent driven by grit and hunger over traditional credentials.

  4. Milken Institute45 min

    Disaster Preparedness and Community Resilience | Global Conference 2025

    Raj Kumar, Christoph Gorder, Louis A. Gritzo, Donald Howard, Vanessa Kerry, Michelle Nunn, DAN GALPIN

    Industry leaders and humanitarian officials warn that escalating climate disasters and drastic foreign aid cuts necessitate a strategic pivot from reactive emergency response to proactive public-private resilience investments. By leveraging technology for rapid housing solutions and engineering for risk reduction, experts demonstrate how preventing damage yields billions in savings while addressing critical workforce shortages in reconstruction. The consensus emphasizes that future security and economic stability depend on community-led planning, direct investment in high-risk regions, and treating climate adaptation as a core driver of operational continuity rather than a peripheral cost.

  5. Milken Institute42 min

    A New Era of Military Technology | Global Conference 2025

    Rick Newman, Jeff Cole, Matt Markel, Mariam Sorond

    This Milken Institute panel brought together defense technology startups Hidden Level, Epirus, and NextNav to demonstrate how agile, non-traditional contractors are closing critical warfare gaps left by legacy primes. Highlighting specific operational successes, the session detailed Hidden Level's passive radar for rapid drone detection, Epirus's high-power microwave systems for cost-effective kinetic disruption, and NextNav's 5G-based terrestrial positioning as a GPS alternative. Executives and strategists concluded that leveraging rapid-acquisition pathways like OTAs is essential to overcoming bureaucratic inertia while securing US technological resilience against global threats.

  6. Sourcery with Molly O'Shea38 min

    Keith Rabois: Lessons from PayPal Mafia, $OPEN, & Investing

    Keith Rabois, Jerry Garcia, Molly O'Shea

    David Sacks emphasizes that successful founders must identify a unique comparative advantage to become irreplaceable, a strategy supported by his own recruitment of key talent like Ian Wong through deep network connections rather than traditional interviews. He argues that building a resilient organizational culture requires an initial phase of heroic, in-person effort to create a system robust enough to function at scale, while also rejecting common myths about stretching and sleep in favor of evidence-based health protocols. Sacks now applies this rigorous, contrarian framework to venture capital, leveraging his exceptional memory and intellectual curiosity to evaluate high-potential startups and mentor the next generation of industry outliers.

  7. Milken Institute28 min

    Centers for Medicare & Medicaid Services Administrator Mehmet Oz | Global Conference 2025

    Mehmet Oz, Esther Krofah

    CMS Administrator Mehmet Oz has launched a strategic overhaul targeting an $80 billion annual savings by combating fraud, consolidating fragmented IT systems, and addressing lifestyle-driven chronic illness through the "Make America Healthy Again" initiative. The administration is restructuring federal incentives to support governors, deploying AI for real-time health notifications, and terminating wasteful contractors to fix systemic inefficiencies that currently cost the nation billions in duplicate payments and fraud. Oz warns that without these immediate structural interventions and a shift toward individual health responsibility, the Medicare and Medicaid system faces the risk of catastrophic collapse.

  8. All-In Podcast25 min

    Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money

    Anatoly Yakovenko, Chamath, Jason, Friedberg

    Solana co-founder Anatoly Yakovenko outlines a transformative financial vision where $1.7 billion institutional tokenization and new regulatory frameworks like the "Genius Act" unlock trillions in stablecoins and real-world assets on Solana as the global execution layer. He predicts that within five years, the internet will surpass China and Japan as the top holder of US treasuries, driven by quantum-resistant cryptography and a synchronized, speed-of-light settlement network. This shift aims to displace traditional banking margins and integrate regulated entities like NASDAQ, provided that legal clarity enables the mass adoption of tokenized securities and uncapped economic utility.

  9. Goldman Sachs30 min

    The Healthcare Outlook: Macro Challenges and Biotech Innovations

    Asad Haider, Amit Sinha, Allison Nathan

    Following five years of underperformance driven by capital rotation into artificial intelligence and regulatory uncertainty regarding drug pricing, the U.S. healthcare sector is undergoing a structural correction characterized by a declining S&P 500 weighting and a shift in early-stage capital formation toward private markets. Despite these macro headwinds, specific innovation cycles in oral obesity treatments, oncology, and cardiovascular therapeutics are creating idiosyncratic opportunities, particularly within the mid-cap biotech space where investors are beginning to recognize potential for outsized returns on revenue. While large pharmaceutical firms report initial AI-driven cost savings, market participants remain cautious, awaiting tangible earnings improvements before fully re-rating assets in an environment defined by a looming patent cliff and reduced federal research funding.

  10. All-In Podcast26 min

    Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement

    Dara Khosrowshahi, Elon, Chamath, Jason, Friedberg

    Uber CEO Dara Khosrowshahi outlines a strategy to remove safety drivers from its fleet by the end of the current year while maintaining a hybrid human-AV model to maximize asset utilization across partners like Waymo and Chinese robotics firms. Concurrently, the company plans to deploy its substantial free cash flow into a $20 billion stock buyback and direct AV investments, positioning its network as an essential demand layer for future fleet operators. This approach aims to expand autonomous adoption to 20% of global rides within a decade, creating a transition period where drivers are retained through platform growth and pivoted into new roles like AI data labeling.

  11. Goldman Sachs38 min

    Inside the Olympics: Resilience and the Road to LA 2028

    David Solomon, Chuck Aoki, Meghan Duggan, Gene Sykes, Nick

    The U.S. Olympic & Paralympic Committee highlighted the contrasting yet complementary journeys of Paralympian Chuck Aoki and Olympian Megan Dugan to illustrate the movement's reliance on mental fortitude, community, and a legacy of inspiration. Detailed accounts of their competitive strategies, including the 2018 women's hockey team's visualization tactics and Aoki's resilience against disability, underscore the non-commercial, social enterprise nature of the Olympic and Paralympic movements. Looking toward the future, USOPC Chair Gene Sykes and new CEO Reynolds Hoover are leveraging military-grade planning to orchestrate the record-breaking Los Angeles 2028 Games, aiming to unify diverse global populations while minimizing strain on local infrastructure.

  12. All-In Podcast21 min

    Oval Office Tour with President Trump

    Trump, Chamath, Jason, Friedberg, David Sacks

    Recent White House initiatives include extensive Oval Office renovations featuring gold accents and historic artwork, alongside infrastructure projects that transformed the Rose Garden patio and approved construction on a new ballroom. Concurrently, economic policies emphasize artificial intelligence energy independence, manufacturing revival through tariffs, and fiscal adjustments that reportedly shift federal projections from deficit to surplus. These developments are coupled with strong military capabilities demonstrated by B2 bomber operations and aggressive market commentary intended to validate recent economic gains.

  13. RAISE Summit30 min

    RAISE Summit 2025: The AI Evolution Open Source, Fast Inference, and the Agentic Revolution

    Tony Kim, Thomas Wolf, Rodrigo Liang, Arjun Kharpal

    The AI sector is rapidly pivoting from foundational model development to agentic inference and production, driven by a strategic race for full-stack superiority where proprietary models currently retain a six-to-twelve-month performance lead. Enterprises are increasingly adopting open-source alternatives to ensure data privacy and cost efficiency, prompting a hardware shift focused on energy-efficient inference rather than raw training power. While consumer assistants and automated SaaS applications are expected to mature within two years, the industry faces critical bottlenecks regarding gigawatt-scale energy demands and the potential for data security breaches.

  14. All-In Podcast37 min

    The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities

    Sian Beilock, Rich Lyons, Chamath, Jason, Friedberg

    Dartmouth President Sion Bylock and UC Berkeley President Rich Lyons addressed the critical financial sustainability of higher education amidst record student debt, highlighting strategic pivots toward industry partnerships and robust financial aid models that eliminate loans for lower-income families. Confronting crises in K-12 preparedness and declining ROI for non-elite institutions, the leaders advocated for institutional reforms focused on critical thinking, viewpoint diversity, and the unique value of residential learning to foster human agency in an AI-driven economy. Ultimately, both presidents emphasized that maintaining endowments to bridge research gaps and ensuring economic mobility for students are essential for preserving the future viability of American universities.

  15. RAISE Summit42 min

    RAISE Panel 2025: The AGI Ascent Climbing Toward Superhuman Intelligence

    Chase Lockmiller, Ilya, Peter, Sarah, Biang, Dario

    A diverse panel of industry leaders and researchers analyzed the trajectory of artificial general intelligence, identifying energy scarcity and data quality as primary constraints while debating the future of centralized versus decentralized model architectures. Discussion highlighted a strategic shift toward massive test-time compute and human-AI collaboration, contrasting fears of cognitive atrophy with the potential for AI to automate outcome-based tasks while preserving process-driven human uniqueness. Experts concluded that regulatory frameworks must evolve alongside technological speed, with the consensus that AGI remains a moving target defined by the symbiotic relationship between human creativity and machine capabilities.