Latest Interviews
Showing 361–375 of 1,549 transcripts.
Clear all filters- Goldman Sachs25 min
The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform
Darren Cohen, Michael Brandmeier
Darren Cohen, Co-Head and Chief Investment Officer of Goldman Sachs' Growth Equity platform, leverages his 25-year career spanning the dot-com bust, the 2008 financial crisis, and the 2021–2023 correction to apply a risk-focused, "peace of mind" driven investment philosophy. Cohen identifies AI integration in SaaS, engineering productivity tools, and healthcare technology as primary secular opportunities while predicting a near-term convergence of private and public valuations that will force late-stage software companies toward IPOs. His approach prioritizes building scalable operating platforms for founders and maintaining disciplined risk management to generate consistent returns as the market transitions from speculative excess to sustainable, value-driven growth.
- All-In Podcast28 min
Nasdaq CEO Reveals the Next Era Of The Stock Market - Adena Friedman | All-In Summit
Adena Friedman, Chamath, Jason, Friedberg
NASDAQ CEO Adina Friedman outlines the exchange's evolution into a global infrastructure provider managing $700 billion in assets while advancing tokenization and a potential 24/5 trading model. She emphasizes regulatory reforms to revitalize the IPO market and advocates for the inclusion of tokenized securities within a clear, SEC-guided ecosystem rather than unregulated crypto venues. Despite macroeconomic concerns over debt and private market liquidity, Friedman expresses unwavering confidence in the U.S. dollar's status as the global reserve currency and the Federal Reserve's data-driven independence.
- All-In Podcast31 min
The Hidden Truth About the US Energy Grid: Subsidies, Demand & Rising Prices - Chris Wright
Chris Wright, Secretary Wright, Chamath, Jason, Friedberg
Secretary Wright outlines an aggressive nuclear and hydrocarbon strategy for the Trump administration, prioritizing regulatory reform and the deployment of Small Modular Reactors on federal land to counter China's rapid expansion in nuclear capabilities. By characterizing current climate policies as economically detrimental, the administration plans to redirect subsidies away from intermittent renewables toward dispatchable sources like natural gas and nuclear to support high-demand sectors such as AI data centers. This approach aims to maximize energy reliability and lower costs while shifting the national focus from climate-first mandates to a human-centric energy security framework.
- Milken Institute21 min
White House Office of Science and Technology Policy Director Michael Kratsios | Global Conference
Michael Kratsios, David Trulio
The Office of Science and Technology Policy, under a directive from President Trump to Michael Kratzios, has established a national security mandate to secure unchallenged global technological dominance in artificial intelligence, quantum information science, nuclear energy, and biotechnology. This strategy employs a dual approach of promoting domestic innovation through deregulation and strategic R&D investment while protecting critical assets via strict export controls and research security measures designed to limit rival capabilities. The administration aims to operationalize this vision by aligning federal agencies to adopt American technology standards globally and by delivering a comprehensive AI Action Plan that balances scientific ethics with the urgent need for workforce reskilling.
Ashlee Vance: Stories from Elon, Palmer Luckey, Bryan Johnson & Priscilla Chan
Ashlee Vance, Elon, Palmer Luckey, Bryan Johnson, Priscilla Chan, Molly O'Shea
Host Molly O'Shea and guest Brian Johnson dissect the extreme work ethic and polarizing influence of Elon Musk while contrasting his relentless pace with Johnson's strategic shift from full-time influence to frontier science research. The conversation further explores the host's high-risk personal experiences, ranging from radiation exposure in Soviet nuclear sites to testing unconventional self-driving vehicles, alongside a skeptical analysis of the current realities of quantum computing and fusion energy. Finally, the dialogue outlines future podcast expansions into deep-dive biotech investigations and reflects on the dynamics of corporate travel culture through the lens of the host's record-breaking expense reports at Bloomberg.
- Y Combinator28 min
Michael Truell: Building Cursor At 23, Taking On GitHub Copilot & Advice To Engineering Students
Founded by MIT graduates led by Michael Truel, Cursor pivoted from failed ventures in CAD and encrypted messaging to launch a custom AI-driven code editor in late 2022 with an aggressive vision to automate the future of software development. Leveraging a strategic shift to API-based models and a product-led growth approach, the team scaled rapidly from one million users in 2023 to over 100 million in 2024, capturing approximately 80% of YC batches. This rapid adoption was driven by features emphasizing codebase awareness and speed, reinforcing the founders' long-term outlook that AI will transform the industry into a collaborative ecosystem where programming fundamentals remain critical for reviewing and editing AI-generated logic.
- Sequoia Capital36 min
Building the Universal AI Automation Layer ft n8n CEO Jan Oberhauser
Jan Oberhauser, George Robson, Pat Grady, Henry Suryawirawan
Following a strategic pivot to an orchestration layer for AI agents, N8N achieved a fourfold revenue increase in eight months by shifting from lead-generation tactics to a community-driven adoption model. Led by founder Jan Oberhauser, the company expanded its US operations and redefined its role as a "Excel of AI," supporting a diverse technology stack that allows users to build and manage agents without locking into specific models. This approach positions N8N to capture the market from the bottom up, targeting non-technical builders while anticipating a future acceleration in foundation model innovation driven by capital influx and enterprise demand.
- a16z40 min
Ben Horowitz Shares the a16z Origin Story & Plans for the Future
Ben Horowitz and Andreessen Horowitz (a16z) redefine venture capital by structuring the firm as a product-first platform that scales investment capacity through specialized market verticals rather than generalist expansion. This approach leverages centralized governance and a mission-driven culture to prioritize breakthrough potential over public market efficiency, while aggressively betting on non-deterministic AI and defending decentralized innovation against emerging regulatory headwinds. Ultimately, the firm advocates for a future where technology optimism guides infrastructure development to solve critical global challenges despite a landscape increasingly polarized between elite resource-heavy brands and niche specialists.
- a16z24 min
The State of AI: Growth, Fragmentation, and the Next Wave
Erik Torenberg, Martin Casado, Sarah Wang
Frontier AI labs and specialized applications are currently outpacing traditional SaaS growth by driving 10x productivity gains and accelerating time-to-revenue, yet the market remains fragmented rather than consolidating. While foundational models face commoditization pressures, successful ventures are securing defensibility through complex workflow integrations and re-emerging brand moats that convert consumer usage into enterprise revenue. Investors are consequently prioritizing teams with proven traction and tangible ROI over theoretical models or academic vagaries, recognizing that high stakes require smarter, data-driven betting strategies in a landscape where heat does not equal momentum.
- a16z40 min
Can AI Fix Housing and Healthcare Affordability?
Erik Torenberg, Alex Immerman, Minna Song, Tony Stoyanov
The firm has invested in Elyse AI, a 2017-founded startup led by Minna and Tony, to deploy autonomous building technology across the housing and healthcare sectors. This solution addresses a 5-million-unit US housing deficit and soaring administrative costs by doubling employee productivity, reducing lease cycles to under two weeks, and expanding into medical intake and patient engagement. By targeting a future where these two sectors consume only 20% of household income, the initiative aims to replace manual inefficiencies with AI-driven operations that unlock latent supply and lower long-term living expenses.
- Y Combinator36 min
Anthropic Co-founder: Building Claude Code, Lessons From GPT-3 & LLM System Design
Tom Brown, Melanie Warrick, Mark Mandelbaum, Mark Mirchandani, Brian Dorsey, Priyanka Vergadia, Priyan Kavanagh, Leslie Kendrick, Francesc Campoy
Vivek Mirchandani, a founding engineer at OpenAI and Anthropic, pioneered the scaling laws strategy that established the link between compute investment and model intelligence before co-founding Anthropic to prioritize AI safety and alignment. Under his leadership, Anthropic shifted focus from early consumer prototypes to building robust training infrastructure, ultimately delivering the coding-dominant Claude 3.5 Sonnet model while navigating global bottlenecks in electricity and multi-vendor hardware supply chains. The organization's approach combines internal qualitative benchmarking with a multi-vendor hardware strategy to drive the largest infrastructure buildout in history, positioning the company at the center of the coming wave of AGI development.
- Sequoia Capital30 min
Scaling the 'Cursor for Slides' to $50M ARR ft Gamma founder Jon Noronha
Founded in 2020 by John Nerona and Grant, Gamma is a visual storytelling platform that has grown to over 50 million users and $50 million in ARR by combining Notion-style writing with Canva-like design. The company survived an existential threat in 2023 by pivoting to a multi-model AI strategy that leverages handcrafted prompts across models like Claude and Gemini to optimize creative output and cost efficiency. With a lean team of 30, Gamma is now expanding its block-based editor into documents and websites while preparing to launch an API in September for automated workflow generation.
- a16z42 min
Google DeepMind Lead Researchers on Genie 3 & the Future of World-Building
Jack Parker-Holder, Shlomi Fruchter, Anjney Midha, Marco Mascorro, Justine Moore, Erik Torenberg
Google DeepMind has released Genie 3, a research preview that generates interactive, photorealistic 3D worlds in real-time from text prompts to support navigation and control. Built by integrating insights from three internal projects, the model introduces spatial memory for one-minute object persistence and emergent physical reasoning to distinguish it from previous video generation systems. While currently limited to visual simulation without audio, Genie 3 aims to bridge the sim-to-real gap for robotics and agent training by providing diverse, high-fidelity environments free from physical data collection risks.
- a16z42 min
The Current Reality of American AI Policy: From ‘Pause AI’ to ‘Build’
Martin Casado, Anjney Midha, Erik Torenberg
Driven by the rapid rise of open-source models from competitors like DeepSeek, US policy has pivoted from existential risk narratives to a 2024 Innovation Action Plan co-authored by technologists to prioritize scientific discovery over restrictive liability frameworks. This new strategy replaces theoretical safety concerns with an empirical evaluation ecosystem and predicts a market split where open weights serve sovereign entities while closed-source models power frontier applications. By rejecting historical precedents of technology lock-downs, the plan aims to maintain global leadership through open collaboration and rapid iteration despite acknowledging a lack of direct academic funding.
- Goldman Sachs28 min
Markets Brace for Rate Cuts
Economic analysts Josh Schifrin and Dominic Wilson project that the U.S. economy will endure tariff shocks through non-recessionary growth while anticipating a 25 basis point Federal Reserve rate cut in September driven by a weakening labor market. Their strategy favors a continued bullish stance on U.S. equities despite valuation froth, offset by risks in the dollar's structural downtrend and global allocation shifts toward Japan and away from Europe. The hosts emphasize that upcoming payroll reports and AI capital efficiency scrutiny will remain the primary catalysts for market direction and central bank policy pacing throughout the remainder of the year.