Latest Interviews
Showing 91–105 of 809 transcripts.
Clear all filters- 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.
- 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.
- Sequoia Capital45 min
Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin
Dan Biderman, Jessy Lin, Sonya Huang, Shaun Maguire
Ngram addresses the scalability and cognitive limitations of current retrieval-augmented generation by training custom, continually learning models directly within workspace environments. This approach utilizes adapter fine-tuning to internalize organizational knowledge into model weights, reducing inference token consumption by a factor of 100 while enabling true intuition rather than static fact retrieval. By shifting the focus from pre-training generic AI to perpetual, private adaptation, the platform aims to create personalized neural interfaces that evolve alongside a team's data.
- 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.
- Y Combinator30 min
Groww: If Your Customers Don't Love It or Hate It, You've Already Lost
Grow successfully pivoted from a failed robo-advisor hypothesis to an open investment platform in May 2017, achieving rapid product-market fit by offering zero-commission mutual funds and a frictionless user experience. Guided by a strict "design first" philosophy and a four-founder team aligned on immutable values, the company built a massive customer base through word-of-mouth rather than paid acquisition. Now India's largest publicly traded investment platform, Grow is currently expanding into sophisticated wealth management while leveraging AI tools to maintain its operational efficiency and deep customer connection.
- Bank of America36 min
Equities, Fed, BoJ, & you
Mark Cabana, Jill Carey Hall, Aditya Bhave, Oliver Levingston
Strategists from Bank of America Global Research analyzed mid-year market dynamics on June 12, highlighting a divergent outlook where bearish S&P 500 signals coexist with expectations for a Bank of Japan rate hike and a Federal Reserve pause. Jill's equity strategy warned of a potential 4% correction driven by extended valuations and sector dispersion, while advising a rotation toward undervalued mid-caps to avoid the rate sensitivity facing small companies. Concurrently, Aditya and Oliver outlined global monetary policy shifts, forecasting that a hawkish drift in Fed expectations and a dovish Japanese stance could reshape asset allocation amidst rising inflation and geopolitical uncertainties.
- Milken Institute24 min
A Conversation with FIFA President Gianni Infantino | Global Conference 2026
Gianni Infantino, Jason Kelly, Johnny Infantino
The 2026 FIFA World Cup, a historic 48-team tournament hosted across 16 North American cities, is projected to generate $80 billion in economic impact and attract 7.5 million attendees while drawing 6 billion global viewers. FIFA President Gianni Infantino leveraged the event to outline a strategic pivot toward emerging markets, aiming to diversify global football revenue away from European dominance and establish a sustainable grassroots ecosystem that could elevate North American leagues to compete with European standards by 2031. Reinvesting tournament revenues into development for 150 countries, Infantino also announced his candidacy for re-election to oversee these commercial expansions and complete his governance reforms.
- Y Combinator30 min
How Meesho Became India’s Biggest Shopping App
Founders Vidit Aatja and Sanjeev Bikhchandani established Meesho in 2016 to connect rural Indian sellers with consumers, eventually pivoting from a WhatsApp-based social commerce model to a direct-to-consumer app after Jio's data cost reduction enabled mobile app adoption. This bold 2021 strategic shift, which terminated the platform's core business to launch a native application, secured Meesho's dominance in the Indian market by capturing over 50% of the country's online commerce volume by 2026. Today, the company serves 250 million unique consumers and is deploying its proprietary "Vani" voice AI agent to further democratize e-commerce for rural users with low digital literacy.
- All-In Podcast40 min
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
Brad Gerstner, Gavin Baker, Kelly Rodriques, Chamath, Jason, Friedberg, Naval, Thomas Lafont, Keller
In Q1 2025, the private market established secondary trading as a primary exit mechanism for late-stage companies like Anduril and SpaceX, with employee transactions accounting for 31% of primary venture activity as shares shifted to a premium valuation. Institutional players such as Schwab and Vanguard are democratizing access through regulated interval funds, prompting a structural shift where venture capital firms actively manage capital recycling to return liquidity to limited partners. While panelists identify AI infrastructure and space logistics as key investment areas within a "parabolic" but fundamentally sound market, they also warn of emerging regulatory pressures and the risks of retail investors lacking the discipline to navigate cyclical drawdowns.
- All-In Podcast32 min
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Cerebras Systems CEO Andrew Feldman and Planet Labs CEO Will Marshall project a transformative 2026 for Initial Public Offerings, driven by Cerebras' record-breaking debut and Planet's 10x post-IPO surge. Their discussion highlights the strategic convergence of artificial intelligence and space infrastructure, where declining launch costs and Wafer-Scale Engine technology promise to shift computing operations from Earth to orbital data centers. This market shift is redefining capital allocation for investors, positioning public listing and real-time satellite integration as critical catalysts for future trillion-dollar valuations in sectors ranging from agriculture to global security.
- Milken Institute27 min
Miranda Kerr & Baby2Baby Co-CEOs Kelly Sawyer Patricof & Norah Weinstein | Global Conference 2026
Miranda Kerr, Kelly Sawyer Patricof, Norah Weinstein, Lisa Ling, Jory Rollins
Over fifteen years, Baby2Baby has scaled from a Los Angeles storefront to a national logistics network that has distributed half a billion essentials to 1.5 million children, while currently managing a critical gap where only 15% of the ten million children in need receive support. Leveraging a high-profile board of "Angel Moms" and strategic policy advocacy, the organization successfully lobbied for diaper tax reforms in twenty-four states and secured a federal maternal health partnership with the Biden White House. Facing a waitlist of eleven million requests, Baby2Baby is now launching a capital campaign to construct a new headquarters and expand its in-house manufacturing to bridge the supply shortage serving the remaining unreached families.
- Y Combinator29 min
Emergent: How Six Months of Tinkering Led To A $100M ARR Company
Emergent is an AI-driven platform founded by Dunzo alumni Mukund and Madhav that enables non-programmers to build and monetize functional software through natural language interaction. Operating with a 95% Bangalore-based engineering team, the company has scaled to an $100 million annual recurring revenue run rate and serves over 8.5 million users by leveraging a proprietary multi-agent architecture that ranks first on industry coding benchmarks. The platform distinguishes itself by focusing on end-to-end software execution rather than prototypes, having shipped over 10 million applications globally within its first nine months of operation.
- Y Combinator23 min
How Legora Went From YC to $100M ARR in 18 Months
Max Junestrand, Gustaf Alströmer
Following its acceptance into the YC Winter 2024 cohort, a ten-person founding team of former consultants and engineers rapidly scaled their legal technology platform to nearly 500 employees and over $100 million in annual recurring revenue. The company distinguished itself in a crowded market through a high-profile campaign featuring Jude Law and by pivoting from task-based augmentation to autonomous agents capable of executing complex end-to-end legal workflows. As the business prepares to expand beyond its legal identity, it leverages proprietary data and specialized workflow integrations to maintain a competitive moat against generalist model providers while addressing the evaluation challenges inherent in complex legal contexts.
- All-In Podcast33 min
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
Thomas Laffont, Chamath, Jason, Nikesh
Hosted by Thomas Kostigen and Chamath Palihapitiya, this event analyzes the explosive 70% growth in the unicorn economy driven by AI's dominance in global fundraising and the emergence of a new "Magnificent AI" index valuing nearly $4 trillion. The discussion highlights how capital is concentrating in massive players like SpaceX, Anthropic, and OpenAI, which are outpacing traditional cloud providers and projected to generate more liquidity value in 2026 than the previous decade combined. Furthermore, the speakers evaluate the transition from a 2021 preservation era to a power-law investment model, forecasting that extreme compounding and public listings from these top-tier winners will reshape multiple sectors through 2028.
- Bank of America25 min
GLP-1s are shrinking some appetites; broader use poses a prickly challenge
Peter Galbo, Jason Gerberry, TJ Thornton
As of May 2026, the U.S. GLP-1 market has reached 10 million treated patients and $28 billion in revenue while facing a deflationary pricing cycle driven by Medicare agreements and an upcoming surge of generic semaglutide competitors. This therapeutic expansion is displacing packaged food volume in snack and alcohol categories, forcing large-cap pharmaceutical firms to trade at depressed multiples as the market nears U.S. saturation and pivots toward international growth. Future value will increasingly depend on next-generation formulations targeting muscle preservation and adherence rates, with analysts forecasting a shift where international sales eventually comprise more than half of total category revenue.