Latest Interviews
Showing 376–390 of 2,633 transcripts.
Clear all filters- Goldman Sachs27 min
Transforming Work Productivity with AI: Glean CEO Arvind Jain
Founded by Arvind Krishna to address enterprise productivity crises caused by fragmented knowledge, Glean has evolved from an internal search engine into an agentic AI platform that proactively executes business tasks while maintaining strict data security through permission-based access. The company is on track to facilitate one billion agent actions this year by leveraging a four-year head start in deep integration and specialized "thinking models" that minimize hallucinations. Krishna positions this technology as an augmentation tool designed to expand human potential and strategic capacity rather than replace teams, predicting that the majority of knowledge work will shift to proactive AI systems within five years.
- Milken Institute25 min
Luxury in the Middle East & Beyond: Cultivating Collaboration & Creativity | MEA Summit 2025
Stephanie Phair, Her Highness Princess Noura bint Faisal Al Saud, Michael Chalhoub, Gstaad Guy, Thomas Khoury
The Stardew Media group launched a satirical "bad guy" brand seven years ago to penetrate the top 5% of luxury consumers by leveraging humor to build trust with skeptical high-net-worth individuals, a strategy that successfully drove immediate sell-outs for partners like Loro Piana. Complementing this media success, the Shalhoub Group renewed its 25-year partnership with Louis Vuitton and launched the progressive resort lifestyle brand JL in Riyadh to reposition Saudi entrepreneurship on the global stage through community-focused real estate and sustainable production models. Together, these initiatives highlight a shifting luxury landscape in the Middle East where authentic local talent, government collaboration, and experience-driven strategies are reshaping industry standards against the backdrop of rapidly shortening consumer attention spans.
- Goldman Sachs37 min
‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
Scott Goodwin, Michael Brandmeier, John Lewinson
Diameter Capital leverages proprietary data analysis to navigate credit market stress, identifying distress in private credit and SaaS while capitalizing on undervalued opportunities in AI infrastructure and the X (Twitter) debt restructuring. Founded by Scott Goodwin and Jonathan Lewinson, the firm differentiates its strategy by bypassing traditional ratings to target unrated securities, a disciplined approach that generated significant returns on fiber and spectrum bets through active syndicate management with partners like Goldman Sachs. Looking ahead, the firm anticipates a prolonged AI microcycle and a gradual software sector correction, positioning its portfolio to acquire distressed assets as the market shifts from capital expenditure to actual adoption phases.
Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA
Trae Stephens, Peter Thiel, Molly O'Shea, Sam
Founded in 2017 by Jack Altman and former Palantir executives, Anduril Industries has transformed from a Silicon Valley outlier into a leading defense contractor by applying a software-defined hardware model to multi-domain autonomous systems. The company is rapidly scaling production through its new Arsenal One manufacturing campus in Ohio and a hybrid supply chain strategy designed to secure U.S. magazine inventory advantages against strategic competitors. By integrating Just War Theory into its operations and rejecting traditional industry advisory practices, Anduril aims to re-industrialize American defense capabilities while attracting top talent from consumer technology sectors.
- Milken Institute35 min
Capturing AI’s Momentum: Pathways to Growth and Productivity | Middle East & Africa Summit 2025
Eleni Giokos, Alex Israel, Antonoaldo Neves, Saad Toma
IBM, Etihad Airways, and Metropolis leaders discuss how enterprises are leveraging AI to drive tangible efficiency gains, citing IBM's $9.5 billion book of business and $4.5 billion in internal savings alongside Etihad's automated revenue management. The panel highlights a geopolitical landscape defined by US-China competition, noting a 156-qubit quantum chip breakthrough by IBM while emphasizing that the primary barrier to adoption remains data unification rather than technology limitations. Participants diverge on labor market impacts, balancing Alex's concerns over skilled job displacement with Antonello's optimism regarding workforce evolution toward higher-order questioning skills.
Full Anduril R&D Tour: Matt Grimm, Co-Founder & COO
Matt Grimm, Palmer Luckey, Brian Schimpf, Trae Stephens, Molly O'Shea
Founded in 2017, Anduril has rapidly scaled to a global workforce of 7,000 employees operating across 35 offices to manufacture autonomous defense systems like the Ghost Shark submarine and Fury aerial vehicle. The company leverages an iterative R&D model and dedicated facilities in Rhode Island and Sydney to transition from rapid prototyping to mass production of AI-enabled battlefield ecosystems. Led by CEO Brian and co-founder Palmer Luckey, Anduril focuses on building a cohesive command network that integrates ground, air, and soldier-borne compute nodes to execute large-scale military contracts.
Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling
Anduril, now a $30 billion company employing 7,000 people, is capitalizing on a shifting global security landscape by deploying its Lattice software platform to manufacture autonomous systems at commercial scales for land, air, and sea domains. Through a meritocratic culture that rejects legacy cost-plus contracting, leadership prioritizes fixed-price deals and localized supply chains to accelerate the delivery of affordable, high-volume technologies like the "Ghost Shark" drone in Australia. With US procurement spending lagging behind historic defense needs, the firm is positioning itself as a primary engine for the international transition toward rapid industrial production and software-driven warfare.
- Sequoia Capital38 min
Why the Next AI Revolution Will Happen Off-Screen: Samsara CEO Sanjit Biswas
Sanjit Biswas, Sonya Huang, Pat Grady
Samsara leverages its 90-billion-mile fleet dataset to drive a "third shift" in autonomous logistics and physical AI, prioritizing edge-computed safety and behavioral coaching over full automation replacement. With $3 billion reinvested into R&D, the company transforms legacy operations across trucking, construction, and public sector transit by integrating sensor telemetry with cloud-based video language models. This strategy aims to unlock 24/7 productivity while mitigating risk through distributed architectures that balance real-time inference with scalable digital workflow modernization.
Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens
Palmer Luckey, Brian Schimpf, Matt Grimm, Trae Stephens, Molly O'Shea
Anduril is rapidly scaling its autonomous defense capabilities through massive manufacturing expansions in Ohio and globally, driven by a strategic shift toward industrial speed and affordability over traditional technological edge. Key programs like the Fury autonomous fighter and Ghost Shark underwater vehicle demonstrate the company's ability to outpace legacy contractors such as Boeing and Lockheed Martin while addressing critical capability gaps for allies like Australia. By redefining the defense industry as a product-focused enterprise, the firm aims to transform the U.S. production base into a decisive wartime asset capable of mass-producing systems that integrate AI, optical camouflage, and distributed command structures.
- Milken Institute21 min
Conversation with UAE's Minister of State for AI & Digital Economy | Middle East & Africa Summit
Omar Sultan Al Olama, Dan Murphy
The UAE leverages an eight-year strategy and over 500 billion dirhams in investment to rank as a global leader in AI talent retention and deployment, recently securing U.S. authorization to export advanced NVIDIA chips for its massive "Stargate" infrastructure project. This initiative aims to eventually build a 5-gigawatt facility capable of producing 60 trillion AI tokens annually, distinguishing the nation's long-term approach from short-term market hype while explicitly prioritizing ethical frameworks to mitigate job displacement through targeted reskilling and retirement programs.
Inside the Myths: Emil Michael on Palantir, SpaceX, Anduril & the Modern DoW
Under Secretary of War Michael, formerly of Uber, is leading a $1 trillion budget restructuring to establish five new defense technology companies and streamline the Department's focus into six critical areas: Applied AI, hypersonics, directed energy, contested logistics, information dominance, and biomanufacturing. This aggressive modernization strategy aims to close the capability gap with China by accelerating domestic supply chains, securing energy infrastructure, and fostering a competitive market that challenges established primes through rapid startup integration. By framing the current geopolitical climate as a "1938 moment," the Department prioritizes immediate deployment of drone arsenals and autonomous systems while leveraging political disruption under Secretary Pete Hegseth to eliminate bureaucratic inefficiencies.
- Goldman Sachs28 min
The US-China Tech Race
Mark Kennedy, Paul Triolo, Allison Nathan
The US-China technological rivalry spans four strategic arenas, with Washington retaining dominance in fundamental innovation and China leading in application, infrastructure deployment, and self-sufficiency efforts. While US export controls have stalled China's access to advanced EUV lithography and high-end GPUs, these restrictions are simultaneously accelerating Beijing's parallel development of domestic chip manufacturing and open-source AI models. This dynamic creates a potential future where the US owns core design standards while China controls physical hardware and global markets, though US leadership ultimately hinges on resolving domestic energy grid constraints and sustaining its talent pipelines.
- Y Combinator39 min
From Pivot Hell To $1.4 Billion Unicorn
PostHog has secured a $75 million Series E round at a $1.4 billion valuation to fuel aggressive workforce expansion from 70 to 200 employees and accelerate its AI-driven shift toward automating customer data workflows. Under founders James Hawkins and his co-founder, the company abandoned traditional sales-led growth in favor of an open-source, product-first strategy that now serves 300,000 users with a suite of 17 products. This capital deployment enables PostHog to pursue an ambitious vision of an "automated product manager" while maintaining radical transparency and a polarizing brand identity built on building in public.
- Milken Institute42 min
Vision, Velocity, Victory: The Sports Investment Playbook | Middle East & Africa Summit 2025
Dhani Jones, Ben Harburg, Jamie Salter, Danny Townsend, Susie Wolff
Over $60 billion in capital from Middle Eastern sovereign wealth funds is reshaping the global sports landscape by transforming the region into a neutral hub for investment comparable to Silicon Valley. This influx drives a strategic shift from traditional linear broadcasting to digital direct-to-consumer models while supporting economic diversification under Crown Prince vision, alongside landmark investments in the PFL, PGA Tour, and Saudi Pro League. Concurrently, the sector is leveraging high-quality content like "Drive to Survive" to fuel a projected $1 trillion women's sports market by 2030 and identifying Africa and India as the next major growth engines for talent and commerce.
- a16z30 min
The Chip That Could Unlock AGI.
Former Databricks AI head Naveen Rao founded Unconventional AI at NeurIPS to develop first-principles hardware that utilizes physical circuit dynamics rather than traditional digital logic, aiming to resolve the impending 400-gigawatt energy shortfall in data centers. Partnering with TSMC for manufacturing, the startup targets the creation of large-scale analog chips optimized for time-dynamic workloads like diffusion and energy-based models to accelerate the path toward Artificial General Intelligence. This initiative seeks to replace the binary computing paradigm with substrates capable of replicating biological efficiency, positioning Rao's team to bridge the gap between theoretical dynamical systems and scalable engineering.