Latest Interviews
Showing 46–60 of 131 transcripts.
Clear all filters- Goldman Sachs33 min
Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing
Chelsea Stoner, Michael Brandmeyer
Since 1983, Battery Ventures has navigated multiple generational shifts through a four-partner executive committee and a stage-agnostic model that targets software infrastructure and applications globally. General Partner Chelsea Stoner leads the firm's strategy to deploy capital into diverse deal types, from early-stage product-market fit acquisitions to later-stage European buyouts, while maintaining a rigorous focus on cash flow and proprietary data moats in artificial intelligence. As public markets remain constrained, the firm leverages its non-consensus decision-making culture to guide portfolio companies through a five-to-six-year runway toward eventual M&A consolidation or IPO readiness.
- a16z35 min
How to Build a Thriving AI Ecosystem with Lisa Su, CEO of AMD
AMD Chair and CEO Lisa Su outlines the company's transformation into a leading AI infrastructure provider through strategic acquisitions of Xilinx and ZT Systems, alongside a commitment to open standards like UALink. Su emphasizes that overcoming current supply bottlenecks in advanced packaging and high-bandwidth memory requires a shift from efficiency to supply chain resiliency supported by the CHIPS Act. This approach enables AMD to partner with major hyperscalers and startups to deliver heterogeneous computing solutions capable of training next-generation models with trillions of parameters.
- The Economist25 min
Shoal searching: the South China sea simmers
Rosie Bloor, Jason Palmer, Aaron Connolly, Dima, Anne Hanna, Stanley Pignol
On June 17 and August 31, escalating maritime clashes between Chinese and Filipino vessels in the South China Sea resulted in hull damage and a sailor injury, prompting a provisional resupply understanding while analysts warn of sustained risks to US treaty credibility. Simultaneously, a humanitarian crisis in Gaza has uprooted thousands of civilians like student Dima, who face repeated displacement, economic collapse, and both direct and indirect fatalities amid active bombing. In Europe, a rebounding wolf population exceeding 20,000 has ignited a culture war over livestock losses, leading most EU governments to agree on downgrading legal protections despite ecologist warnings of a potential population crash.
- The Economist30 min
The Weekend Intelligence: Black boxes (part one): Michael Kovrig on how he became a political...
Michael Kovrig, David Rennie, Rosie Bloor
Canadian diplomat Michael Kovrig and entrepreneur Michael Spavor were detained by Chinese authorities in December 2018 following the arrest of Huawei CFO Meng Wanzhou in Canada, an event Western nations viewed as retaliatory hostage-taking. After 1,019 days in a opaque security facility where they were subjected to informal espionage accusations, both men were released in September 2020 following a deferred prosecution agreement between the United States and Huawei. The ordeal serves as a stark illustration of the geopolitical friction between the US and China, highlighting the severe risks third-party nations face when navigating the escalating tensions of the trade war and security rivalry.
- Goldman Sachs27 min
The missing link to retirement security
Michael Moran, Alison Nathan, Mike Moran
Economic pressures from inflation and rising debt now force many workers to delay retirement, while a divergence in market gains and fixed-income yields exacerbates savings inequality across income quintiles. In response, regulatory reforms like SECURE Act 2.0 and the expansion of Pooled Employer Plans are driving the adoption of automatic enrollment and age-triggered investment strategies to boost participation. Looking forward, the industry aims to democratize access through personalized digital planning, integrate alternative assets into defined contribution menus, and develop hybrid decumulation models that provide steady retirement income.
- Sequoia Capital43 min
How Reddit Became "The Front Page of the Internet" ft. Founder Steve Huffman
Steve Huffman, Roelof Botha, Alexis Ohanian, Chris Slowe, Jen Wong, Alfred Lin, Rolof Huerta
Following a rejected startup pitch and a failed sale to Condé Nast, co-founders Steve Huffman and Alexis Ohanian established Reddit as a user-driven social platform that survived early financial instability through the successful launch of the Reddit Gold subscription model. After a 2015 community blackout forced leadership changes, returning CEO Huffman implemented formal content policies and pivoted the business strategy toward sustainable advertising, which increased annual revenue from $15 million to $804 million by 2023. This strategic reinvention enabled Reddit to correct its user metrics, secure a successful IPO in March 2024, and transition into a self-sustaining global entity balancing community autonomy with corporate safety mandates.
- The Economist25 min
Bulls’ AI: funding artificial intelligence
Rosie Bloor, Henry Trix, Anton LaGuardia, Helena Woods, Holly Burman, Evan Nathaniel Grimm
OpenAI projects a $150 billion valuation driven by soaring LLM training costs and exclusive funding from Microsoft, while the U.S. military modernizes its nuclear arsenal amidst a collapsing arms control framework with Russia and a rapidly expanding Chinese stockpile. Simultaneously, a growing demographic of young Americans increasingly relies on political astrology rather than traditional polling data to forecast election outcomes, as practitioners use birth charts to predict specific events involving Donald Trump and Kamala Harris. This convergence marks a broader shift where massive capital requirements are restructuring Silicon Valley finance, nuclear strategy is returning to complex trilateral rivalries, and subjective alternative forecasting is challenging established objective metrics.
- The Economist23 min
Playing the fuel: reforming Nigeria’s subsidies
Rosie Bloor, Jason Palmer, Ore Ogunbiyi, Robert Guest, Rebecca Jackson, Joko Anwar
Nigeria is transitioning to market-based fuel prices following the activation of the Dangote refinery, a move that ends decades of costly subsidies but triggers immediate inflation and necessitates difficult shifts in public spending. Simultaneously, Texas regulators are tightening restrictions on cryptocurrency mining after data centers and miners drove energy demand to critical levels, creating a political stalemate between grid stability and pro-crypto lobbying ahead of the 2024 elections. In the entertainment sector, Indonesia has established itself as a global horror film powerhouse by leveraging local folklore and cultural identity, securing significant streaming success and attracting Hollywood collaboration offers while domestic production volumes soar.
- The Economist27 min
Come on out, the vacuum’s fine: SpaceX
Rosie Bloor, Jason Palmer, Oliver Morton, Jared Isaacman, Sarah Gillis, Anna Menon, Scott Petit, Natasha Loda, Adam Roberts, Lane Green
SpaceX's Polaris Dawn mission successfully executed the first commercial spacewalk with crew member Jared Isaacman and three companions exiting a modified Dragon capsule at an unprecedented polar orbit altitude. This operation tested new low-pressure spacesuits and vacuum-compatible conditions, positioning SpaceX ahead of competitor Boeing in the commercial crewed spaceflight sector while validating three planned missions led by billionaire Isaacman. The achievement underscores a broader shift toward private-sector-led exploration, contrasting with the government-driven Apollo era and highlighting significant engineering advancements in human spaceflight.
- The Economist24 min
Chip wreck: Intel is on the rocks
Vadym Sukharevsky, Rosie Bloor, Jason Palmer, Jan Petrovski, Oliver Carroll, Annie Crable
Intel is executing a revised turnaround plan involving further layoffs and potential asset sales to address a crisis rooted in missed mobile and AI pivots, while Ukraine has established a dedicated unmanned systems command under Vadim Sukhorevsky to leverage asymmetric drone tactics against Russia's superior production capacity. Simultaneously, the political landscape is fractured by a viral disinformation campaign stemming from Donald Trump's false claims about immigrant pets in Springfield, which were amplified by Senator J.D. Vance and Elon Musk despite lacking factual basis. Together, these developments highlight critical challenges in technology leadership, asymmetric warfare, and media manipulation affecting global security and electoral outcomes.
- Sequoia Capital44 min
MongoDB ft. Dev Ittycheria - How an Early Pivot Catalyzed an Open Source Movement
Dev Ittycheria, Roelof Botha, Dwight Merriman, Tom Killalea, Rolof Huerta, David Echeria
Founded in 2007 as 10Gen, the company executed a critical 2009 pivot to isolate its database component from an unviable Platform-as-a-Service stack, establishing MongoDB as an open-source NoSQL solution. Facing threats from hyperscalers in the early 2010s, leadership later shifted its business model to the managed cloud service MongoDB Atlas, a strategic move that ultimately generated 70% of the company's revenue and drove a transition to an IPO. To protect its commercial viability against cloud providers, the firm also adopted the restrictive Server-Side Public License (SSPL) in 2018, a controversial decision that secured long-term sustainability despite initial community friction.
- The Economist24 min
Mario druthers: Draghi’s plan for Europe
Mario druthers, Draghi, Jason Palmer, Rosie Bloor, Christian Odendal, Sarah Burke, Andrew Miller
Former ECB head Mario Draghi released a report warning that the EU faces a severe economic crisis unless it secures €800 billion in annual investment and integrates strategic sectors like defense to reduce external dependencies. Simultaneously, outgoing Mexican President Andrés Manuel López Obrador is pushing through constitutional reforms to popularly elect judges, sparking protests, currency volatility, and concerns from the United States regarding judicial independence and trade stability. Meanwhile, the 25th anniversary of David Fincher's *Fight Club* highlights the film's enduring resonance as a critique of consumerism and a portrayal of the radicalization of disenfranchised men in prosperous nations.
- The Economist24 min
Plainly reigns but on a plane to Spain: Venezuela’s leader
Jason Palmer, Rosie Bloor, Kinley Salmon, Henry Trix, Anne Hanna
Evidence suggests opposition candidate Edmundo González won Venezuela's election with 67% of the vote, yet the Maduro regime enforced a fraudulent result, triggering mass arrests, over 24 deaths, and González's asylum flight to Spain. Concurrently, diplomatic tensions escalated after Argentina rejected the official outcome, leading to the expulsion of diplomats and a standoff at the Argentine Embassy. The crisis is projected to culminate in Maduro's third six-year term, deepening the humanitarian emergency while diminishing prospects for regional diplomatic compromise.
- Goldman Sachs26 min
Will Fed policy trigger a US recession?
Allison Nathan, Claudia Sahm, Bill Dudley, Rob Kaplan, Alyssa Nathan
Following the technical activation of the Sahm Rule in July 2024, leading economists are divided on the likelihood of an imminent U.S. recession, with estimates ranging from Goldman Sachs' 20% probability to Bill Dudley's 60% forecast based on conflicting interpretations of labor supply shifts and demand destruction. While Fed Chair Powell signals impending rate cuts, experts like Claudia Sahm and Dudley warn that monetary policy risks lagging behind structural economic shifts, potentially turning a soft landing into an unforced recession if the central bank fails to act decisively. The prevailing base case anticipates a mild downturn or no contraction if the Federal Reserve successfully lowers borrowing costs, though divergent views persist regarding whether current unemployment data reflects a genuine demand shock or a temporary labor force anomaly.
- The Economist23 min
Extremes come true: Germany’s far-right triumph
Rosie Bloor, Tom Nuttall, John McDermott, Carla Suburrana Artus
In recent state elections in Germany's Saxony and Thuringia, the extremist far-right AfD secured first place in Thuringia and finished second in Saxony, creating a complex political deadlock that challenges the ruling national coalition's standing ahead of September's federal vote. Simultaneously, the newly formed BSW splinter party emerged as a significant third force, forcing the conservative CDU to navigate the traditional "cordon sanitaire" against cooperating with the far-right while considering unstable alliances with ideologically opposed groups. This electoral surge in eastern Germany is driven by long-standing regional neglect and high voter volatility, intensifying scrutiny on Chancellor Olaf Scholz's government.