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  1. Goldman Sachs32 min

    Gina Ortiz Jones, Under Secretary of the Air Force

    Gina Ortiz Jones, Vanya

    Under Secretary Gina Ortiz-Jones outlined the Department of the Air Force's strategic shift toward integrated deterrence and sixth-generation space dominance to counter the pacing threat of China while sustaining critical security assistance to Ukraine. Simultaneously, the leadership is enforcing rigorous data-driven policy reforms to dismantle systemic biases identified in promotion pipelines and address barriers facing women of color and Asian men. These operational and personnel changes are driven by Ortiz-Jones's personal commitment to inclusive growth, aiming to modernize the force and ensure sustained talent retention through both combat readiness and equitable access.

  2. Goldman Sachs29 min

    Rising Stagflation Risks Are Changing the Investment Playbook

    Christian Mueller-Glissmann, Maria Vassalou, Alison Nathan

    Goldman Sachs analysts Christian Mueller-Glissman and Maria Basselou warn that the post-2008 investment regime is ending, creating significant risks for traditional 60-40 portfolios as structural headwinds like higher inflation and compressed margins threaten to deliver real returns below historical averages. In response, the firm advocates replacing passive strategies and government bonds with dynamic allocations into real assets, private infrastructure, and non-US equity markets to hedge against stagflation and navigate expected recessionary pressures. This shift prioritizes active management and geographic diversification, moving away from US dominance toward commodity exporters and value-driven regions to capture growth in a dis-integrating global economy.

  3. Goldman Sachs29 min

    Kate Ryder, Founder & CEO of Maven Clinic

    Kate Ryder, Kim Posnett

    Co-founded and led by CEO Kate Rider, Maven is the first female-led telehealth startup to achieve unicorn status, addressing critical gaps in women's healthcare through a network spanning fertility, postpartum care, and menopause. The company recently expanded its strategic footprint by partnering with Microsoft and five Fortune 15 employers while simultaneously extending coverage to Medicaid populations to combat high maternal mortality rates. By shifting incentives from volume-based procedures to value-based outcomes, Maven has reported a 30% reduction in NICU admissions and is actively working to reform the systemic inequities that affect one in eight couples facing infertility.

  4. a16z32 min

    Risk-based Contracting for Value-based Care, a Founder's Playbook

    Julie, Justin, Jack Stoddard, Rajay Bhatniji, Corbin Petro, Faye Rottenberg, Satish Jain, Mike Copco, Sunny Goyal, Sonny

    This event analyzes the strategic transition from fee-for-service to value-based care models as a solution to unsustainable healthcare costs and the need for system resiliency. Industry leaders from organizations including Patina, Waymark, and Blue Cross Blue Shield of NC discuss the risk spectrum ranging from pay-for-performance to global capitation, emphasizing that success requires tailored glide paths, early partner alignment, and robust upstream metrics. The presentation outlines critical investment criteria for scaling risk-based contracts, including the necessity for specialized actuarial talent, sufficient capital reserves for statutory requirements, and clear roadmaps for managing total cost of care alongside clinical outcomes.

  5. Goldman Sachs25 min

    Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration

    Lisa Yang, Alexander Duval, Alison Nathan

    Driven by supportive policies and pandemic-induced acceleration, Europe's digital economy has doubled its number of tech unicorns and tripled venture capital funding to nearly $92 billion while legacy firms like L'Oréal and SAP pivot to Direct-to-Consumer strategies. Amidst a significant correction in public markets, investor focus has shifted toward profitability, yet private valuations remain robust for early-stage companies as the European Chips Act mobilizes €40 billion to address semiconductor bottlenecks. With geopolitical tensions reshaping supply chain priorities and niche sectors like online education showing low penetration, the region continues to leverage its global leadership in hardware and B2B verticals to capture substantial future growth.

  6. Goldman Sachs35 min

    Paula Kerger, President & CEO of PBS

    Paula Kerger, Ryan Nolan

    PBS CEO Paula Kerger oversees the decentralized network's 16-year evolution from a command-and-control model to a trust-based system that balances federal infrastructure support with local fundraising. The organization differentiates its portfolio by prioritizing high-investment educational documentaries and investigative journalism like *Frontline* while transitioning to digital platforms to ensure equitable access in underserved communities. Looking ahead, Kerger aims to expand funding for national arts and science programming while reinforcing the network's role as a non-partisan counterweight to media consolidation and algorithmic polarization.

  7. Y Combinator20 min

    How Future Billionaires Get Sh*t Done

    Dalton Caldwell, Michael Seibel

    The presentation analyzes Paul Graham's distinction between "maker" and "manager" schedules to demonstrate how maximizing uninterrupted deep work is critical for technical founders. It advocates for specific productivity tactics, such as prioritizing written to-do lists, enforcing meeting accountability, and eliminating social media distractions to protect focus. Furthermore, the discussion redefines startup failure as a high-value achievement and argues that total commitment to core activities like customer validation and product building outweighs the safety of hedging bets against risk.

  8. Goldman Sachs25 min

    How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape

    Samantha Dart, Alberto Gandolfi, Michele Della Vigna, Alison Nathan

    Amidst acute supply vulnerabilities where Russia provides 40% of Europe's natural gas and oil, European markets face soaring prices that are forcing industrial curtailment while Western divestment sustains price volatility. In response, the EU is accelerating the "Repower EU" strategy to cut Russian gas imports by two-thirds this year and compress renewable project approvals, simultaneously delaying coal retirements and expanding LNG infrastructure to ensure energy security. These structural shifts, supported by a 60% forecasted rise in global energy investment, aim to rebalance ESG frameworks toward immediate affordability while transitioning to green hydrogen and renewables by 2030.

  9. The Economist24 min

    War in Ukraine: The Economist interviews President Zelensky

    Zelensky, Zanny Minton Beddoes

    Economist editor-in-chief Jeremy Paxman traveled to Kyiv to interview President Volodymyr Zelensky regarding the war's trajectory, victory conditions, and critical gaps in Western military support. Zelensky asserts that Ukraine will fight until the last city while criticizing insufficient Western sanctions and inconsistent aid from Germany and the United States compared to the consistent backing of the United Kingdom. The President further warns of potential chemical weapon deployments by Russia and argues that a post-war resolution requires a decisive victory rather than compromises that threaten Ukraine's sovereignty.

  10. Goldman Sachs28 min

    Russell Wilson, Denver Broncos Quarterback; Super Bowl XLVIII Champion

    Russell Wilson, Nicole Pullen-Ross

    Nine-time Pro Bowl quarterback Russell Wilson leverages a decade of NFL records and his unique background in baseball and basketball to challenge conventional athletic and business limits. Wilson applies his "neutral thinking" philosophy and strategic risk management to build a diverse portfolio including West to East and the Good Man Brand while directing the Why Not You Foundation to distribute over 70 million meals. Looking forward, he aims to redefine the potential of professional athletes by prioritizing immediate excellence and community leadership over traditional career trajectories.

  11. Goldman Sachs40 min

    Eric Adams, Mayor of New York City

    Eric Adams, Sheena Wright

    New York City Mayor Eric Adams is redefining the city's governance by forging a corporate covenant to accelerate economic recovery and establishing strict performance metrics for agencies like the FDNY and Department of Buildings to reduce bureaucratic delays. To create a foundation for prosperity, his administration is simultaneously addressing public safety through a dual strategy of enforcement and root-cause intervention while launching major infrastructure initiatives such as a new onshore wind port and a Brooklyn-based Cyber Command Center. Anchored in his former law enforcement experience, Mayor Adams aims to transform the city into a globally business-friendly hub that balances fiscal innovation with social cohesion and public health resilience.

  12. 20VC with Harry Stebbings41 min

    Sid Sijbrandij: How I Founded GitLab; Remote Work vs In-Person; CEO Coaches | 20VC

    Sid Sijbrandij

    GitLab CEO Sid Sijbrandij outlines the evolution of his fully remote DevOps platform, detailing how a 2,000-page handbook and mandatory informal "coffee chats" enable asynchronous collaboration across 60 countries while mitigating the fragmentation risks inherent in hybrid work models. Beyond internal operations, Sijbrandij advocates for a unified DevOps market and shares governance strategies involving situational leadership and specialized board feedback to support the company's growth from 300 to over 1,500 employees. The discussion concludes with insights into OpenCore Ventures, a new initiative aiming to build open-source companies around core projects, as the organization navigates the scaling challenges of cross-functional initiatives.

  13. Goldman Sachs22 min

    The Next Tech Battleground: Online Gaming & the Metaverse

    Jung Min, Alison Nathan, Zhang Min

    The global gaming industry has matured into a $200 billion sector driven by live operations and recurring revenue, prompting a wave of strategic mergers and acquisitions to diversify portfolios and secure market dominance. Major technology leaders like Microsoft and Tencent are now allocating significant capital to gaming as a foundational pathway for the metaverse and Web 3.0, viewing the sector as a critical incubator for future digital infrastructure. This ongoing platform shift, which mirrors the transition from desktop to mobile, is projected to create new monetization models and drive substantial global economic growth over the next decade.

  14. Y Combinator24 min

    Why Investors Can’t Fix Your Company – Dalton Caldwell and Michael Seibel

    Dalton Caldwell, Michael Seibel, Michael Saiba

    Investment partners and industry experts warn that founders cannot rely on external guidance to guarantee success, as each investor type carries unique systemic biases that often lead to detrimental strategic decisions. From finance professionals pushing aggressive financial engineering to influencers prioritizing promotion over product-market fit, founders frequently face advice that misaligns with their specific early-stage needs. Ultimately, sustainable growth depends on the founder's ability to synthesize diverse perspectives, maintain accountability for execution, and discern which insights truly apply to their unique context rather than treating investors as a source of definitive solutions.

  15. Goldman Sachs25 min

    What the Fed’s Hawkish Pivot Means for Economic Growth and Markets

    David Mericle, Brian Friedman, Alison Nathan

    Goldman Sachs has revised its 2022 Federal Reserve interest rate hike forecast to seven increases driven by wage growth incompatible with inflation targets, projecting balance sheet reductions to begin in June. While financial conditions remain tighter with record credit outflows and equity exposure hitting yearly lows, the firm attributes greater recessionary risk to the fading of pandemic-era fiscal stimulus than to monetary policy. Consequently, the research recommends a long-equity, short-credit strategy and identifies emerging market currencies as attractive assets amid a global divergence where developing central banks have largely finished tightening.