Latest Interviews
Showing 1216–1230 of 2,636 transcripts.
Clear all filters- Goldman Sachs31 min
Eli Lilly CEO Dave Ricks on revolutionizing healthcare and medicine
Eli Lilly CEO Dave Ricks outlines a strategic pivot from the current GLP-1 obesity drug boom to a 2030s focus on brain health and gene therapy, backed by a plan to double R&D spending to $11 billion annually. The company is accelerating development cycles by 50% through a global "follow the sun" manufacturing model and investing heavily in AI-driven discovery to overcome traditional productivity curves, while simultaneously scaling production capacity tenfold to meet demand. To secure future growth, Lilly is shifting toward talent-focused acquisitions and diversifying intellectual property protections against regulatory and political headwinds as it targets the treatment of neurodegenerative diseases and chronic conditions.
- Goldman Sachs28 min
Is China’s rebound for real?
Hui Shan, Kinger Lau, Alison Nathan, Kendra Lau
Goldman Sachs attributes the recent 30% rally in Chinese offshore equities and 15% domestic gain to strong Q1 GDP growth, direct "national team" market intervention, and a strategic policy shift that has successfully priced out fears of a property crash. While investors remain cautious due to pending housing reforms and escalating US tariffs on green technology, analysts project a near-term 10% upside for the CSI 300 index driven by conservative valuations and anticipated earnings improvements in the internet and consumer sectors. The firm maintains a constructive outlook on A-shares over offshore markets, anticipating that domestic policy easing and governance reforms will outpace geopolitical headwinds in the coming months.
- Goldman Sachs22 min
How AI, the energy transition, and the future of work are shaping impact investing
Brian Singer, Greg Shell, Alison Nathan
Goldman Sachs researchers Brian Singer and Greg Schell articulate a strategy for the $2 trillion sustainable investment market that rejects the premise of trading financial returns for societal impact. Their "concentric circles" approach targets private companies in healthcare, education, and financial inclusion, utilizing $50 million to $150 million buyout checks to drive decarbonization and social mobility. By evaluating success through dual financial and impact metrics, the firm positions impact investing as a commercial mechanism to unlock the estimated $7 trillion annual capital gap while delivering robust returns.
- Goldman Sachs37 min
Jay Shetty on mindfulness in the workplace
Jay Shetty, Jacqueline Arthur, Jack Arthur
Jay Shetty transforms traditional mindfulness into a scalable business strategy by integrating neuroscience-backed practices into corporate culture, drawing on his own journey from multiple rejections by major firms to success at Accenture. He advocates for structural shifts such as shorter meeting blocks and specific sleep hygiene protocols to enhance decision-making speed and clarity, citing high-performance athletes and executives who credit mental training as a core success factor. By reframing goal-setting around internal growth rather than external outcomes, Shetty enables organizations to replace escape mechanisms with intentional elevation, turning mental health management into a driver of sustainable organizational thriving.
- Goldman Sachs38 min
Harvard’s former president Drew Faust on making “necessary trouble”
Drew Faust, Drew Gilpin Faust, David Solomon
Former Harvard University President Drew Faust details her transformation from a girl raised in segregated Virginia to a civil rights activist and historian in her new memoir, *Necessary Trouble: Growing Up at Mid-Century*. The book chronicles her early resistance to gender norms, her pivotal travels to East Germany and the American South that solidified her commitment to racial equality, and her participation in major 1960s protests alongside figures like John Lewis. Faust concludes by contrasting her era's battles for personal freedom with modern higher education's challenges, which now require navigating deep ideological divides and global conflicts within diverse campus communities.
- Goldman Sachs22 min
Is the UK economy finally turning the corner?
Jari Stehn, Charlotte Keenan, Alison Nathan
Goldman Sachs projects a 0.6% UK GDP growth for the year, driven by falling headline inflation and a likely Bank of England rate cut in June that diverges from US Federal Reserve timing. Despite this recovery trajectory, the economy faces structural headwinds including a 5% output gap from Brexit, tight labor supply caused by shifting immigration patterns, and significant financing hurdles for the 99% of private enterprises that are small businesses. While political consensus on fiscal consolidation remains strong across both major parties, persistent wage growth and educational mismatches continue to constrain productivity and investment within the SME sector.
Keith Rabois & Eric Glyman: The Tools, Tips, Secrets and Process That Drive Efficiency | E1148
Keith Rabois, Eric Glyman, Harry Stebbings
Ramp, a $7.6 billion corporate card and procurement platform, redefines its identity as a productivity engine that leverages AI to automate financial workflows and reduce enterprise spending. Co-founded by Eric and Karim, the company prioritizes internal promotion and a rigorous "day count" operational system to navigate rapid scaling challenges while targeting the 99% of corporate spend currently outside current fintech coverage. With the backing of Founders Fund and Khosla Ventures, Ramp aims to reverse the national productivity slump by repositioning finance teams from tactical execution to strategic analysis, positioning the organization to handle a significantly larger share of the market over the next decade.
Silicon Valley's Best Kept Secret for Skilled Immigration | Minn Kim, Founder of Lighthouse
Facing a saturated H-1B lottery and severe green card backlogs, Lighthouse addresses the U.S. immigration crisis by leveraging AI to unlock underutilized O-1 visas for high-skilled tech professionals. This vertically integrated platform streamlines complex application narratives into weeks rather than months, enabling the company to target serving 1,000 individuals within twelve months while integrating eligibility checks directly into startup recruitment pipelines. By shifting focus from legislative reform to maximizing existing uncapped pathways, Lighthouse aims to retain global innovation talent that competitors in Canada, the UK, and Australia are actively courting.
- Y Combinator21 min
Does Your Startup Website Pass The First Impression Test? | Design Review
Aaron Epstein, Zack Onisko, Zach Anusko
A panel of design reviewers evaluated eight contemporary websites to demonstrate how immediate clarity and functional hierarchy determine user retention over visual complexity. The analysis contrasted successful interfaces like Bottomless and Capacity, which utilized concise messaging and purposeful motion, against flawed examples such as CloudThread and Integrated Reasoning that suffered from distracting animations, inaccessible text contrast, and opaque value propositions. These findings establish that effective web design requires prioritizing the "don't make me think" principle by eliminating cognitive friction and ensuring core products are instantly recognizable within the first five seconds of loading.
- RAISE Summit24 min
Venture Capital Investing in AI | RAISE Summit 2024 | Paris
Antoine Blondeau, James Wise, Alexandre Momeni, Dr. Charles Roberts, Nicolas Granatino
Paris has rapidly displaced London as Europe's primary AI hub, yet investors now prioritize product-first founders who solve specific customer ROI problems over high-risk foundational model builders. The strategy is shifting toward securing competitive moats through proprietary data, particularly in biotech where clinical trial scale and regulatory frameworks offer stronger defensibility than internet-hoovered information. Despite Europe's regulatory advantages, the ecosystem faces critical hurdles including a lack of corporate early adoption, a defense tech capital gap, and the need for startups to adopt a bi-continental mindset to overcome high inference costs and impending market saturation.
- a16z32 min
Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
Between 2013 and 2023, CEO Jeff Sloan transformed Global Payments from a legacy infrastructure firm into a $32 billion market capitalization cloud SaaS leader by executing a $21 billion merger with T-Systems and pivoting toward a software-first distribution model. This strategic evolution involved expanding technology spending from $300 million to over $2 billion annually to integrate payments with mission-critical verticals while correcting the post-Brexit investment misstep through a disciplined long-term governance framework. Looking forward, the organization leverages this scaled infrastructure to target the $125 trillion B2B sector and deploy generative AI for fraud prevention, aiming to replicate its consumer success in the undigitized half of the global market.
- a16z30 min
Marco Argenti (Goldman Sachs): Turning Developers into Clients
Marco Argenti, a veteran engineer whose career spans four major technology shifts, now leads Goldman Sachs' engineering strategy by treating internal developers as primary customers to drive a culture of rapid, standardized innovation. Leveraging a "look outside first" approach and a selective AI pilot program, the firm has achieved productivity gains of up to 40% while preparing to expand generative tools to knowledge workers across its financial services division. Argenti predicts that within a decade, this hybrid AI architecture will transform the industry into a real-time business where speed of pricing and decision-making becomes the defining competitive advantage.
- Goldman Sachs23 min
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Jonny Fine, Alec Phillips, Alison Nathan
This analysis examines U.S. Treasury auction mechanics and market dynamics where rising issuance volumes have combined with Federal Reserve expectations to drive a "higher for longer" interest rate environment. While political discourse has largely sidelined the deficit despite projected long-term debt growth, record corporate refinancing and resilient consumer spending currently offset immediate concerns about fiscal sustainability. Ultimately, Goldman Sachs analysts anticipate intermittent market volatility from specific auction tails rather than a systemic correction, warning that a future recession remains the primary catalyst for deteriorating economic conditions.
- a16z37 min
Marty Chavez (Sixth Street): Finding a Single Source of AI Truth
Marty Chavez, a former Goldman Sachs executive and current partner at Sixth Street Partners, traces the evolution of computational simulation from his foundational work on the SECDB system that navigated the 2008 financial crisis to his current advocacy for AI boundaries in finance and biotech. Drawing on decades of experience modeling complex systems for everything from currency trading to protein folding, he argues that future AI regulation should focus on physical interface constraints rather than internal algorithmic logic while emphasizing the critical need for clean data to avoid generative hallucinations. Chavez further notes that while current AI adoption in the Fortune 100 is driven by productivity demands, its transformative potential in life sciences depends on successfully bridging the gap between vast theoretical chemical spaces and the high costs of physical drug fabrication.
- RAISE Summit41 min
'GenAI at Scale Measuring Enterprise Outcomes in the AI-First World' | RAISE Summit 2024 | Paris
François Candelon, Yuriy Nevmyvaka, Yannis Daubin, Harry Grieve, Jeremy Harroch, Antoine Courret
Leaders from Morgan Stanley, BCG, Databricks, and emerging tech firms convened to analyze the divergent paths of AI adoption, highlighting that successful enterprise integration depends more on human workflow re-engineering and change management than on technological capabilities. Key insights revealed that while financial services are deploying production-grade models and decentralized compute protocols are lowering costs, the primary barrier remains the lack of mature data platforms and the cultural resistance to blending human creativity with AI efficiency. Ultimately, the panelists agreed that future success will be dictated by navigating strict regulatory landscapes, preserving open-source innovation, and prioritizing sovereign data sovereignty to enable secure, scalable deployment across global industries.