Latest Interviews
Showing 631–645 of 1,573 transcripts.
Clear all filters- Goldman Sachs22 min
AI Exchanges: Will falling costs drive new opportunities?
Allison Nathan, George Lee, Kim Posnett
Host George Lee and guests analyze how DeepSeek's low-cost AI model challenges the economic viability of massive U.S. tech capital expenditures while triggering a shift in consensus from data scarcity to power availability as the primary industry constraint. Despite short-term market volatility, the panel highlights record CapEx commitments from hyperscalers and emerging enterprise adoption trends, including Goldman Sachs' internal AI tools and synthetic data markets, which collectively suggest a rapid transition toward autonomous AI agents and multi-gigawatt infrastructure needs. The discussion concludes with a bullish long-term outlook, predicting that declining computing costs will fuel new use cases and accelerate workforce productivity even as the sector navigates immediate supply chain bottlenecks.
- Goldman Sachs35 min
How the Florida Panthers won the Stanley Cup with CEO Matt Caldwell
CEO Matt Caldwell spearheaded the Florida Panthers' transformation from a financially struggling franchise into a Stanley Cup champion by implementing Wall Street-level financial rigor and a data-driven "grit" culture. The organization achieved this turnaround by pivoting revenue streams from traditional cable models to direct-to-consumer and Over-the-Air broadcasting while aggressively cultivating community engagement through veteran-focused initiatives and grassroots youth programs. This strategic shift not only secured the team's first championship in thirty years but also established a sustainable business model capable of thriving despite the NHL's unique salary cap constraints and the rapid evolution of sports media distribution.
- The Economist29 min
Rebel with a new cause: meeting Syria’s president
Ahmed al-Sharaa, Mamoon Alhidayat, Rosie Bloor, Jason Palmer, Zeni Minton-Bettos, Nicholas Pelham, Ethan Wu, James Francham
Ahmed al-Shara has consolidated power as Syria's transitional president following Bashar al-Assad's removal, though his refusal to explicitly reject Sharia law and vague commitments to democratic elections have raised concerns about potential authoritarian consolidation. Meanwhile, the Bank of Japan concluded its era of deflation by raising interest rates to 0.5%, driven by a virtuous wage-price cycle that has boosted bond yields despite lingering pressures on household spending. In the UK, a fifteen-year financial review disclosed that Members of Parliament earned £60 million from second jobs, with media appearances and speeches accounting for the majority of income and sparking public debate over potential regulatory caps.
- Goldman Sachs23 min
AI Shake-Up and US Exceptionalism
Tony Pasquarello, Josh Schifrin, Dominic Wilson
Dominic Wilson and Josh Schifrin analyze the "DeepSeek" AI disruption as a pivotal shift challenging U.S. dominance while reaffirming persistent corporate spending driven by competitive incentives. The speakers outline a Federal Reserve likely to hold rates steady pending economic clarity, forecasting potential cuts only if labor weakens or inflation trends clearly toward 2%. Despite market volatility, the panel maintains a bullish conviction in global equities and a steeper yield curve, cautioning investors to account for underpriced tariff risks and the evolving complexity of the AI investment landscape.
- The Economist22 min
Thy neighbours, beggared: Trump’s opening tariffs
Trump, Rosie Bloor, Jason Palmer, Henry Kerr, Jeff Carr, Andrew Miller, Tom Trevithan, Jonathan Brown, Stephen Katz
President Trump has declared a national emergency to impose sweeping tariffs on Canadian, Mexican, and Chinese imports, prompting Canada to enact immediate countermeasures targeting Republican states while the administration seeks to leverage economic disruption for border security and industrial goals. Simultaneously, Denver-based Boom Supersonic successfully demonstrated its XB-1 aircraft breaking the sound barrier, advancing plans for commercial supersonic travel by 2029 through advanced carbon fiber and engine technologies. In the cultural sector, London's West End and other British venues have seen a post-pandemic surge in obligatory standing ovations, a phenomenon critics argue has diluted the meaning of applause into a coercive ritual driven by ticket costs and restored social habits.
- The Economist43 min
Below Delhi, the search for India's mythical past
Leo Mirani, Rosie Bloor, Raghu Karnad, Vasanth Swankar, Barclay, Rathish Nanda, Richard Eaton
Archaeological excavations at Delhi's Purana Kila by archaeologist Vasanth Swankar have uncovered pottery shards confirming three millennia of habitation, yet the site has become a flashpoint between scientific evidence and politicized narratives linking it to the Mahabharata's mythical Indraprastha. While the Sabyata Foundation now manages the location to reframe its history around Hindu epic themes through controversial sound and light shows, historians like Richard Eaton warn that this approach prioritizes myth over verified facts, creating a dangerous disconnect between academic methodology and public discourse. This tension underscores a broader struggle where material findings of pottery and daily life are increasingly overshadowed by demands for a national identity rooted in contested divine claims rather than documented history.
- Y Combinator31 min
Bob McGrew: AI Agents And The Path To AGI
Industry leaders identify a shift toward "test-time compute" and reasoning mechanisms as essential to overcoming data bottlenecks and enabling 99% reliable autonomous agents. OpenAI's hybrid research model, which balances leadership direction with individual autonomy and collective credit, serves as a blueprint for scaling intelligence across LLMs and robotics. Future adoption hinges on developing specialized software interfaces and "forward deployed" engineering teams, ultimately bifurcating the workforce into "lone geniuses" leveraging AI and managers running AI-heavy firms.
- The Economist25 min
Turkish delight: influencing the new Syria
Mauro Morandi, Jason Palmer, Rosie Bloor, Piotr Zalewski, Mike Bird, Anne Rowe
President Recep Tayyip Erdogan is re-engaging Syria to secure its 900-kilometer border and suppress Kurdish autonomy while facilitating the return of three million refugees, a strategy that draws cautious interest from regional powers like Saudi Arabia. Simultaneously, the Trump administration has pivoted to integrate cryptocurrencies into the U.S. financial system through an executive order and a new "Doge" body led by Elon Musk, reversing previous restrictions to encourage bank participation. Meanwhile, Mauro Morandi, who lived in isolation on the Italian island of Budeli for three decades, evolved from a recluse into an environmental educator before passing away in his 80s.
- The Economist23 min
Putty people: can Trump get his picks?
Trump, Rosie Bloor, Adam O'Neill, Avantika Chirkotty, Luke Lithgow
The Trump administration is advancing controversial cabinet confirmations, including Robert F. Kennedy Jr. and Tulsi Gabbard, while facing judicial and legislative resistance to executive overreach and potential pardons. Simultaneously, the global luxury market is contracting as aspirational brands struggle with economic headwinds, prompting a strategic pivot toward exclusivity and ultra-high-end clientele. In Australia, scientists are deploying genetic modifications and tadpole trapping to control the invasive cane toad population, which currently threatens native predators with lethal toxins.
- Goldman Sachs20 min
Goldman Sachs Chairman and CEO David Solomon on the business environment, AI, and private credit
On January 27, 2025, Goldman Sachs CEO David Solomon and host Allison Nathan discussed a macroeconomic outlook defined by regulatory optimism alongside persistent uncertainties in immigration, trade, and energy policy. Solomon projected a robust 2025 recovery for capital markets and M&A activity while highlighting artificial intelligence as a critical productivity driver, even as he flagged geopolitical instability and complex inflation dynamics as key risks. The firm further emphasized its strategy to deploy excess capital buffers through private credit expansion and asset management growth, contingent on the appointment of key financial regulators and the resolution of stress testing ambiguities.
- The Economist22 min
Remote control: Rwandan proxies occupy Congo
Rosie Bloor, Jason Palmer, Emmett Livingston, Robert Guest, Slaweja Čankova, Vishnu Padmarabhan
Following a collapse of government defenses, the M23 rebel group and alleged Rwandan troops captured Goma, displacing millions while exploiting the region's resources amid accusations of a proxy war strategy. Concurrently, medical research published in the *New England Journal of Medicine* identifies microplastics in half of a patient sample with arterial plaque, linking their presence to a quadrupled risk of heart attacks and stroke. Simultaneously, the global astrology market is surging to $23 billion by 2031 as Gen Z users increasingly turn to AI-driven platforms for guidance amidst declining religious adherence and rising societal stress.
- a16z37 min
How AI Is Changing Warfare, with Anduril CEO Brian Schimpf
Founded in 2017 by former Palantir executives and Oculus creator Palmer Luckey, Zandrel challenges the stagnant defense acquisition model by deploying autonomous systems and a data-processing "Lattice" platform to solve critical military scaling problems. The company leverages commercial supply chains and AI-driven decision-making to drastically shorten development cycles, contrasting its rapid prototyping approach with the decade-long timelines that typically render legacy weapons obsolete. By prioritizing human augmentation over autonomous lethality and advocating for fixed-price contracts, Zandrel aims to redirect billions in defense spending toward high-tempo innovation that outpaces adversarial technological iteration.
- The Economist25 min
Bot against America: a Chinese AI jolts markets
Rosie Bloor, Jason Palmer, Guy Scriven, Sarah Larniuk, Tim Cross
DeepSeek's cost-efficient AI model triggered a global market sell-off by challenging the expense narrative of American tech giants, while US officials like Donald Trump framed the event as a competitive wake-up call for domestic industry. Simultaneously, Canada's Liberal Party faces scrutiny over unachievable 2030 goals to replace diesel in remote Indigenous communities due to climate-altered logistics and historical trust deficits with local First Nations. In the health sector, major fitness operators are pivoting from cardio to strength training to address metabolic health and counteract muscle loss linked to age and weight-loss pharmaceuticals.
- The Economist24 min
Gaza, stripped: Palestinians return to ruins
Jason Palmer, Rosie Bloor, Greg Karlstrom, Wendell Stevenson, Gavin Jackson
While a fragile ceasefire allows thousands of Palestinians to return to northern Gaza amid stalled hostage exchanges, geopolitical tensions escalate as Egyptian and Jordanian leaders firmly reject US President Donald Trump's proposal to resettle Gaza's displaced population. Simultaneously, diplomatic efforts to implement the Israel-Lebanon truce face deadlock as Israeli troops block the Lebanese army's deployment, prompting a formal request for a 30-day extension while Hezbollah continues to violate withdrawal protocols. In the eastern theater, Russian forces in Kherson have shifted from indiscriminate shelling to deliberate drone attacks targeting civilians, a tactic observers identify as an effort to depopulate the region and a potential war crime distinct from standard military operations.
- Goldman Sachs29 min
The pace of innovation in biotech: Mirador’s Mark McKenna
Former Prometheus Biosciences CEO Mark McKenna discusses the transformation of the biotech landscape from a pharma-dominated field to one driven by agile, high-risk companies like his current venture, Mirador Therapeutics, which recently secured $400 million in rapid fundraising. Drawing on his experience leading the $11 billion Merck acquisition of Prometheus, McKenna emphasizes that success now relies on leveraging generative AI for precision medicine, operating with a "speed as currency" philosophy to parallelize trials, and maintaining strategic secrecy to protect intellectual property against global competitors. The dialogue further outlines critical industry challenges, including the need to reform drug pricing models dominated by PBMs and to de-risk supply chains from over-reliance on Chinese manufacturing.