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  1. Sourcery with Molly O'Shea33 min

    Andrew Feldman on Building a Chip 58x Larger Than Nvidia's

    Andrew Feldman, Molly O'Shea

    Cerebrus has secured a landmark partnership with OpenAI valued at over $20 billion to address the severe shortage of AI infrastructure caused by data center construction lagging behind compute demand. The company employs a co-design strategy to overhaul traditional power and cooling architectures while urging industry participants to diversify chip suppliers to avoid single-vendor lock-in. This surge in hardware innovation, marked by Cerebrus's recent IPO creating 1,000 millionaires, is expected to drive breakthroughs in cancer research, autonomous safety, and personalized education within the next quarter-century.

  2. Y Combinator31 min

    YC's Head of Design Shows You How To Design With AI

    Eve Bouffard, Aaron Epstein, Ev Bufar

    Designer Ev Bufar utilizes a voice-first workflow with tools like Aqua, Conductor, and Paper.design to rapidly produce high-fidelity assets for diverse projects, including the Paxyl transcript analyzer and the Soda Zine. Her recent work at Startup School demonstrates an agent-driven production model that generated visual identities for 6,000 attendees through custom shaders and automated speaker assets, while Paxyl analyzes coding agent interactions to reveal developer patterns. By prioritizing massive context density and disposable internal models, Bufar accelerates the design iteration cycle to handle complex branding and interactive web experiences that explicitly cater to both human users and AI agents.

  3. Y Combinator32 min

    Solving the Blank Canvas Problem: Gusto's AI Co-Founder

    Eddie Kim, Harj Taggar

    Launched in just ten weeks by a five-person team including co-founder Eddie Kim, Gusto Co-founder is a new AI product that transforms Gusto's payroll and HR data into proactive, agent-based automations for small businesses. The platform has already onboarded 500 paying customers by replacing traditional dashboards with text-based interfaces that execute complex workflows, such as full payroll processing, weather-based customer notifications, and tax credit application. This initiative validates a strategic pivot toward becoming a proactive business partner capable of lowering entry barriers for new entrepreneurs while automating compliance and growth opportunities through a "vibe coding" development methodology.

  4. Milken Institute27 min

    The American Dream at 250 | Global Conference 2026

    Jon Clifton, Michael Milken, Anousheh Ansari, Giselle Fernandez, Sanjay Gupta

    The Center for the American Dream Initiatives hosted a panel featuring Iranian-born astronaut Sanooch, journalist Giselle Fernandez, and surgeon Sanjay Gupta to highlight how immigrant resilience and access to opportunity fuel the national narrative. Drawing on personal histories and data showing that immigrants view the dream as most thriving despite falling institutional trust, the speakers argued that collective optimism is essential to overcoming domestic polarization. The event further unveiled an interactive, AI-enhanced mural honoring 68 immigrants, reinforcing the thesis that the United States continues to be the primary global destination for those seeking to build a future.

  5. a16z42 min

    Ben Horowitz on the Global Race for Tech, Power, and Influence

    Ben Horowitz, Anne Neuberger, Raghu Raghuram, Jen Kha

    Andreessen Horowitz is formally launching a global strategy that expands its operations beyond Silicon Valley to secure American technological leadership through dedicated offices in San Francisco and strategic partnerships in key allied regions like Japan, Mexico, and the Middle East. The firm leverages its unique government relations and industry networks to help portfolio companies navigate complex, non-transactional international markets, explicitly aiming to embed democratic values into global AI infrastructure while countering authoritarian tech models. By integrating capital with diplomatic and commercial alliances, the strategy focuses on accelerating the global expansion of U.S. startups and strengthening national security through private-sector innovation in defense and cybersecurity.

  6. Goldman Sachs22 min

    Strengthening the Navy SEAL Community Amid Geopolitical Shifts

    Vanya Kasanof, Keith Davids, Robin King

    Rear Admiral Keith Davids and Robin King discussed the strategic evolution of Naval Special Warfare toward maritime dominance and the Navy SEAL Foundation's expanded mission to support operators facing traumatic brain injuries and mental health challenges. The dialogue highlighted how technological democratization now threatens naval forces through low-cost drone warfare, necessitating a shift where special operations lead joint efforts in cyberspace while the Foundation leverages its agile structure to address invisible wounds through active listening. With Goldman Sachs joining their efforts, these leaders aim to deepen community engagement to ensure families remain resilient so that service members can maintain laser focus on their missions.

  7. Goldman Sachs23 min

    The Future of Industrial AI with Honeywell Technologies Chairman and CEO Vimal Kapur

    Vimal Kapur, John Waldron

    Honeywell is executing a strategic split into three public entities—Honeywell Aerospace, Solstice Advanced Materials, and a residual company led by CEO Vimal Kapoor—to eliminate corporate complexity and unlock value through pure-play exposure. This transformation is underpinned by a robust automation business model generating mid-single-digit growth via capital and operations spend, while simultaneously deploying "Physical AI" agentic systems to augment human decision-making in industrial settings. The company also anticipates a near-term inflection point for quantum computing utility within two to three years, all while streamlining its post-separation governance to focus exclusively on portfolio strategy and talent management.

  8. Y Combinator32 min

    India Can Create The Largest AI Companies

    Puneet, Arnav, John, Ankit, Jared

    The event redefined the global startup paradigm by highlighting how India's deep technical talent enables founders to bypass traditional barriers and build meritocratic AI companies for the international market immediately. Speakers emphasized that success now hinges on founder agency, rapid learning, and the ability to leverage coding agents for extreme execution speed rather than on warm connections or established business models. To catalyze this shift, the program provided attendees with AI computing credits and facilitated co-founder networking to launch high-agency ventures within days.

  9. Goldman Sachs25 min

    Emma Grede on Building Iconic Brands and the Inspiration Behind 'Start with Yourself'

    Emma Grede, Kim Posnett

    Entrepreneur Emma Greed challenges conventional views on networking and work-life balance, advocating instead for resilience built on professional excellence and the acceptance of life's fluctuating "seasons." In her book *Start With Yourself*, she urges leaders to discard the "self-made" myth, embrace strict trade-offs based on core principles, and prioritize financial fluency to navigate AI-driven disruption. By promoting a mindset that separates personal identity from risk outcomes and values team assembly over individual heroics, Greed offers a pragmatic roadmap for sustainable success and equitable power acquisition.

  10. Y Combinator41 min

    Zynga Founder: Consumer Is Not Investible Right Now - Thats Why You Should Build It

    Mark Pincus, Garry

    Mark Pincus identifies the current era as a third computing revolution driven by AI agents capable of acting as trusted peers, with a predicted consumer revolution expected by 2029 as inference costs plummet. He outlines a "Proven Better New" product framework and a "squandering" R&D strategy that encourages founders to leverage high-current compute costs to build infrastructure for a future of unlimited intelligence. Pincus argues that while the market gap between technological possibility and affordability remains an "abyss," the window to establish generational businesses is now, provided leaders maintain "Founder Mode" and apply backward design thinking.

  11. a16z42 min

    The New Media Advantage with Ben Horowitz and Marc Andreessen

    Ben Horowitz, Marc Andreessen, Erik Torenberg, Gaby Goldberg

    The event details a fundamental shift from restricted legacy media to an offense-oriented, direct-to-audience strategy where founders must prioritize the "person as brand" over corporate abstraction. Speakers argue that traditional journalistic gatekeeping is obsolete, urging executives to adopt an "outside-in" narrative framework that links their companies to macro-trends like geopolitics and supply chain crises, as exemplified by Alex Karp and Ryan Peterson. To succeed, founders are advised to reject scripted media training in favor of authentic, polarizing communication and to build teams skilled in long-form storytelling rather than traditional public relations.

  12. Y Combinator43 min

    The Age Of The 40-Year-Old Solo Founder Is Here

    Bryant Chou, Jared, Diana, Mark Mandelmann, Francesc Campoy Flores

    Co-founded by ex-Webflow leader Bryant Cho, Ploy is an AI-driven platform that reconstructs and modernizes websites while autonomously managing marketing operations through a curated design system. The technology replicates the output of a three-to-five-person engineering team, processing complex tasks like SEO optimization and data auditing in seconds rather than weeks. Currently adopted by 12% of the Y Combinator batch, the tool democratizes high-level growth strategies by integrating with over 50 business tools to function as a unified, AI-optimized company brain.

  13. Sourcery with Molly O'Shea45 min

    Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI

    Gabe Pereyra, Niko Grupen, Molly O'Shea

    Harvey Labs launched the open-source Legal Agent Benchmark (Lab) to evaluate AI performance on specialized legal tasks using synthetic data validated by human lawyers, replacing generic QA with rigorous, task-specific unit tests. Initial findings reveal a fragmented market where no single model dominates all domains, prompting a strategic shift toward diverse model routing and post-training open-weight solutions to navigate cost-quality tradeoffs. While usage has reached 13 trillion tokens, the industry now prioritizes organizational intelligence and billing transparency over raw capability, driven by the need to resolve conflict-of-interest risks and optimize complex agent workflows.

  14. Goldman Sachs24 min

    Maverick Capital Co-CIOs on Finding the AI Winners

    Ben Silver, David Tykocinski, Tony Pasquariello

    Maverick Capital co-chief investment officers Ben Silver and David Tykoczynski discuss their complementary investment philosophies and a holistic risk management framework designed to navigate complex market dynamics. The discussion highlights strategic shifts in the artificial intelligence sector toward application-layer value while identifying significant undervalued opportunities in the healthcare equipment space driven by reshoring trends. Both executives also address structural risks in the geopolitical landscape and emphasize the long-term transformative potential of AI despite near-term valuation volatility.

  15. Sourcery with Molly O'Shea20 min

    Brian Armstrong: "We're Bringing Every Asset Class On Chain"

    Brian Armstrong, Cat Ferdon, Molly Abraham, Jesse Pollak

    Coinbase is accelerating its shift toward an agentic economy by launching tokenized U.S. stocks, a unified liquidity exchange, and new AI infrastructure like the Coinbase MCP protocol to enable autonomous financial transactions. CEO Brian Armstrong and leadership team emphasize that the company is leveraging AI to optimize costs and operational velocity, projecting that AI agents will soon outnumber human employees while driving the company's "Everything Exchange" strategy. Simultaneously, the firm is solidifying its regulatory compliance stance for tokenized assets and positioning its Base blockchain as the primary infrastructure for both AI agents and real-world asset trading.